It's no longer a secret that the Pacific Northwest is a special place to live. With Bend, OR ranking as one of the fastest growing midsize U.S. cities, it's inevitable that people will be seeking resources to accommodate their unique situations in their new home.
Whether you're a professional working alongside families experiencing disability helping them plan or a family that has just relocated to another county, city or state or considering making the move, it's important to know and understand the considerations and updates that should be made to a special needs plan when moving.
On the Agenda
ABLE Account Planning: Considerations before moving an ABLE account from state to state.
SSI/ SSDI reminders for representative payees when transferring states
Understanding Oregon's state specific Medicaid funded programs-- Eligibility & process when applying.
K-Plan
EPD Medicaid
Oregon Health Plan
DD Services
The landscape of Oregon's needs-based benefits-- SNAP, housing and other assistance programs
Special needs trust planning important reminders and considerations when moving across an SNT state lines.
Reminders when updating support documents: guardianship/ conservatorship or power of attorney.
Oregon specific tax benefits and reminders for special needs families
Understanding Oregon's state specific jargon and roles of the different support organizations
Palladio Consulting LLC., is an Oregon and Washington registered investment advisor (RIA). Information contained herein has been obtained from sources believed to be reliable, but cannot be guaranteed. This information is for educational purposes only and not intended as an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. We recommend that you first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or concept discussed herein.
