Specifically, the program is designed for individuals and couples who:
- Are Illinois residents and U.S. citizens
- Have a child residing in Illinois (and expected to continue residing in Illinois) with a disability that is expected to last 12 months or longer and that likely will prevent the child from being self-supporting
- Have a current household net worth of under $750,000
- Have annual household adjusted gross income of under $150,000, as verified by your most recently-filed federal income tax return.
- Are not seeking counsel regarding the ownership of real estate outside of Illinois
- Do not have existing funded trusts (i.e., trusts that currently hold assets) for their benefit or the benefit of their spouse or child with special needs
- Do not have existing wills or powers of attorney that they wish to keep in effect
- For married couples, are not undergoing divorce proceedings or contemplating divorce
- Are comfortable with the limited planning options available through the program
Please be aware that these are initial eligibility limitations. If you meet these initial limitations, attend the presentation, and subsequently submit a completed planning intake form, we still might determine that you are not eligible to participate in the simplified planning portion of the program due to some complexity in your situation or planning choices. In such a case, we do hope that you find the presentation to be helpful.