Achieva Family Trust: Planning for the Future

This session will offer a clear, practical overview of the major government benefits available to people with disabilities, including Social Security, Medicaid, and Medicare. Families will learn how these programs work, how eligibility is determined, and what supports they provide. The presentation will also explain how people with disabilities can work while receiving benefits and the rules that help protect those benefits.

This session provides an overview of the legal tools that help protect the long‑term well‑being of a loved one with a disability. Attorneys Colleen Stumpf and Ashley Solo will explain how special needs trusts, guardianship, and powers of attorney work, and how each option supports financial security, decision‑making, and continued access to essential benefits. Families will learn when these tools are appropriate, how they fit together in a broader estate plan, and what steps they can take now to build stability for the future.

Learn about the support and resources available through Achieva Family Trust, including how our trusts are administered to protect long‑term financial security, how our benefits counseling team helps individuals understand and maintain essential government benefits, and how our grant program provides financial assistance for disability‑related needs not covered elsewhere.