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#103 - Choosing & Training the Trustee of a Special Needs Trust

LOMAH Disability Podcast

Release Date: 02/25/2020

#171 - 40 Years of AAC Use show art #171 - 40 Years of AAC Use

LOMAH Disability Podcast

This last episode in the series is right in step with how all good things should conclude and that is with a bit of fun. You are about to listen in on a conversation with plenty of laughter and bad jokes that I had with a man who has been using AAC since the 80’s and who has been living in his own place with hired supports for 20 years. We travel down memory lane recalling accommodations that thankfully have been replaced with better options but also those that have stood the test of time. About the Guest: Tim Jin Tim Jin is a disability rights advocate with cerebral palsy. He is the...

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#170 - Asserting Authority & Directing Care as an AAC User show art #170 - Asserting Authority & Directing Care as an AAC User

LOMAH Disability Podcast

AAC users often have to, first, assert authority over their self care staff. Our guest who exclusively communicates via AAC shares tips and tricks she has learned over the years on hiring and training staff. About the Guest Hannah Foley is the Product & Service Development Intern and an Ambassador at PRC-Saltillo, where she develops training and implementation supports for PRC-Saltillo language systems. She also represents PRC-Saltillo at speaking engagements and other events. Hannah presents at school districts across the country on effective inclusion and augmentative and alternative...

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#169 - AAC in Medical Settings show art #169 - AAC in Medical Settings

LOMAH Disability Podcast

Communication between provider and patient is a crucial component of quality care which is why extra thought and planning need to be arranged for augmentative and alternative communicators. About the Guest: Jessica Gormley, Ph.D., CCC-SLP of The Patient-Provider Network Jessica Gormley, PhD, CCC-SLP is an Assistant Professor, Speech-Language Pathologist, Research Coordinator and Interim Director in the Department of Speech-Language Pathology at the UNMC Munroe-Meyer Institute. Dr. Gormley earned a Bachelor of Science degree in Speech and Hearing Handicapped from the State University of...

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#168 - Using The Entire AAC Device show art #168 - Using The Entire AAC Device

LOMAH Disability Podcast

The internet has swung the door wide open for alternative and augmentative communication users, yet often the creative use of these tools is never introduced. It’s time to expand how AAC users maximize devices as well as how to navigate online communities that they now have access to via AAC. About the Guest: Tiffany Joseph Known as Nigh Functioning Autism on instagram, Tiffany has 3 neurodivergent children and is autistic. Tiffany’s ultimate goal is for nonspeaking individuals to all have early access to full communication and inclusion in educational settings from early childhood and...

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#167 - AAC Slang, Slurs, Swearing...and Censorship show art #167 - AAC Slang, Slurs, Swearing...and Censorship

LOMAH Disability Podcast

Many AAC users are dependent upon others to program language onto their device. Despite what research shows regarding common language in various age groups, it is common practice to censor slang, slurs, and swearing even for adults.   About the Guest: Hali Strickler is an AAC services coordinator for at the Institute on Disabilities at Temple University. She received both her Bachelor and Master of Arts in Speech, Language, and Hearing Science from Temple University. Hali is a Pennsylvania and New Jersey licensed and American Speech-Language-Hearing Association certified speech-language...

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#166 - AAC with Spoken Communication show art #166 - AAC with Spoken Communication

LOMAH Disability Podcast

Brittany Dube is and autistic partial AAC user who shares the stigma she often experiences when choosing AAC over her spoken voice despite how AAC makes her more communicative. Links to Mentioned Content: Etsy has several sellers creating personalized communication boards. Brittany’s came from the seller . The quote referenced came from an written by Alyssa Hillary Zisk and Elizabeth Dalton. It was published in April, 2018 edition of The Autism in Adulthood Journal. This episode is the 2nd in a series of 10 focusing on expanding the boundaries often placed around AAC use.

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165 - More Than Requests: Using AAC for Authentic Communication show art 165 - More Than Requests: Using AAC for Authentic Communication

LOMAH Disability Podcast

Often, AAC is used for nothing more than to make requests. While requesting wants and needs is important, AAC can offer much more to complex communicators and those who wish to know them. About the Guest: Kate McLaughlin, M.S., CCC-SLP is a speech-language pathologist specializing in AAC - alternative and augmentative communication for individuals with complex communication needs. She believes that autonomous communication, inclusion, and self-determination are fundamental human rights. She partners with individuals with complex communication needs and their families to support their AAC...

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164 - AAC Series Intro + A Few Life Updates show art 164 - AAC Series Intro + A Few Life Updates

LOMAH Disability Podcast

The new series will focus on "Doing More With AAC". This episode gives a peek at the topics that will be covered with expert guests, many who are AAC users themselves. The second half shares a few life updates relevant to the LOMAH tagline "Planning the future for our daughter with disabilities and inviting you to fumble through it with us". There has been some great news regarding the next 3 years (Miranda's transition years ages 19-22) as well as an update even closer to home.    

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#163 - A New Way to Find and Fund Adult Services show art #163 - A New Way to Find and Fund Adult Services

LOMAH Disability Podcast

Most adult supports are chosen via eligible providers on HCBS waiver lists. However, some states have been toying with a new method that offers more flexibility and choice. In this conversation we explore what families have and have not liked about the newly rolled out Self Determination Program and why our family has decided to move away from provider lists and into this new option of funding supports. About the Guest: Sonni Charness, Founder of Guidelight Group Sonni Bendetson Charness brings over a decade of experience serving teens and adults with developmental disabilities and is an...

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#162 - Conservatorship vs Supported Decision Making show art #162 - Conservatorship vs Supported Decision Making

LOMAH Disability Podcast

Conservatorship has long been the route to providing supports to disabled individuals with they turn 18. However, a new option called supported decision is an alternative that supports the person in making their own decisions rather than giving up rights through the conservatorship option. About the Guest: Lauren Butterworth, Esquire PLLC received her Bachelor of Science from Penn State in education and was a teacher prior to returning to school for her law degree. She now owns her own specializing in guardianship, powers of attorney, estate planning, trusts, and educational advocacy....

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The Trustee of a Special Needs Trust has an incredible amount power over the distribution of funds for the individual with disabilities. Not only must they act in the best interests of the beneficiary with special needs but the trustee’s job must be done flawlessly because mistakes could result in the loss of benefits for the person with disabilities.

In this episode we learn how to choose and train the appointed trustee. The show covers 4 qualities a trustee must have, why we should rethink the role of siblings, potential models that can be utilized, and a reason why a special needs trust may not be the best option for some adults with disabilities.

About the Guest:

Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University in 2001. The Dale Law Firm was established in 1992 in order to provide quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.

Mr. Dale is disability rights advocate whose interest in the disability community began at an early age. He comes from a family of institutional workers that served in California’s State Hospitals and Developmental Centers for over 3 generations. Stephen worked for 17 years as a psychiatric technician in a variety of institutions in California, and later became an intern at the Disability Rights Education and Defense Fund (DREDF) working on disability access cases before starting his own practice focused on drafting and administering special needs trusts.

He serves on the boards of the Arc of California and the Contra Costa County Developmental Disabilities Counsel. He spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations.

He is also the trustee of the Golden State Pooled Trust which serves beneficiaries in California. Part of his duties is to oversee a series of MCLE programs accredited by the California State Bar, which provides education to attorneys and trustees on a wide variety of disability related subjects focused on quality of life for persons with disabilities.

He is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award. Additionally, Mr. Dale is a long-standing member of the Special Needs Alliance, a national, not for profit organization of attorneys dedicated to the practice of disability and public benefits law.

Related or Mentioned Episodes:

  • Safety Series - Episodes 36 - 47

  • Legal Rights After the Age of 18 - Episode 30

  • Financial Planning Series - Episodes 101 - 113

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