What is One Evolution at a Time – Online Home Study?

 

One Evolution at a Time Online Home Study is a 16 lesson, special needs planning course designed to teach you the vital information you need to build a strong foundation for your family and loved one with special needs.  The course is taught by attorney Julia Nickerson, who has helped hundreds of families plan ahead legally for a loved one with special needs.  Julia is Board Certified in Estate Planning and Probate law by the Texas Board of Legal Specialization and has a talent for taking complicated information and explaining it in an understandable manner. Julia will walk you through the basics of understanding government benefits, special needs trusts, how to legally continue to help your loved one with decisions when they become an adult, planning for the future and much more.

Reduce your confusion and frustration.  Build a foundation of control and peace of mind.  You have found the resource that will help you do it!

What's Included?

The Online Home Study offers you access to the 16 lesson course materials and the convenience of attending this life-changing course on your own schedule and in your own home!

$199

Course Outline

Click the lesson title to view the full description.

  • Plan Like the Navy SEALs Train
    • Julia explains the philosophy that will guide you throughout the One Evolution at a Time online course. This philosophy will not only help you plan ahead for your loved one with special needs, but also help you in any overwhelming situation. Learn More
  • An overview of the government benefits programs you need to know
    • Learn when your loved one with special needs will qualify for government benefits, what benefits are available, what benefits are means-based and which government agencies administer them. Learn why developing this foundational knowledge is key to understanding your loved one's financial and care future.
  • Supplemental Security Income
    • Unlock the secrets of SSI, the means-based government benefit program that many believe to be the most important. Learn who qualifies for SSI, when you should apply and how you apply.
  • How To Maximize Your SSI Benefit
    • Where and with whom a person with special needs lives can reduce the monthly SSI amount. Learn how to avoid an automatic reductions and what to say and do when you apply to get the maximum amount for your family.
  • Common SSI Disqualifiers
    • Julia lays out the most common reasons why people become disqualified from receiving means-based government benefits and what a devastating effect that can have on the life of a person with special needs.
  • Social Security Disability Income
    • What is the difference between SSI and SSDI? Many people who are receiving one of these benefits don’t even know which one is which and which one they are actually receiving. In this lesson, Julia walks you through this distinction, carefully explaining what you need to know.
  • Medicaid
    • Julia walks you through the maze of Medicaid and Medicaid Waiver programs and teaches you in a simple understandable fashion what you need to know about and how your loved one with special needs will qualify.
  • Extra Benefits When a Parent Retires and/or Dies
    • Many financial benefits are lost because they are never applied for. Julia unlocks the secret many don’t know about that will help you plan financially about the increase in government benefits your loved one with special needs will receive for their lifetime.
  • Transition at age 18—How to Stay in Control
    • As a parent of a loved one with special needs, it is important to know that when your child becomes an adult, you don’t automatically have the same rights you did when that child was a minor. Julia explains the various options a parent has once their child becomes an adult in order to continue to legally advocate for your loved one’s medical and care decisions.
  • Basic Estate Planning
    • Children with special needs may never be able to compensate for a parent’s failure to implement a well-thought-out estate plan. Julia draws on over 20 years of experience in the legal profession to teach you why estate planning is critical for people who have a loved one with special needs.
  • What are Special Needs Trusts and Why You May Need One
    • You may have heard of special needs trusts, but why do you need one and how do they work? What type of special needs trust do you need? Julia will answer these questions and many more about the workings of a special needs trust.
  • Should you set up a 529-ABLE account for your special needs loved one?
    • 529-ABLE legislations has received a lot press lately. But don’t be fooled. These accounts are not right for many people with special needs. Learn why or why not these accounts would be a right fit for your family and why they won’t replace the need for a special needs trust for many families.
  • Putting the Estate Plan Together so it Actually Works
    • Julia explains that just having a will is not enough. If you have life insurance or retirement accounts, your estate plan needs to include much more. Julia will talk about beneficiary designations and why these are also another critical component of planning ahead for your loved one with special needs.
  • Getting the Beneficiary of a Retirement Account Correct is Where Most People Make Mistakes
    • Learn how your retirement account will be taxed to your beneficiaries on your death and how you can significantly increase the amount they receive over their lifetime.
  • Putting a Care Team Together, Residential Options and Leaving Instructions
    • One of the most important things parents of a child with special needs can do is to put a team in place. Learn why this team is so important and how to get started creating this resource for your family now. Learn a clever way to document your goals and guidelines for your loved one with special needs. We will also discuss where to look and when to start looking for residential options.
  • Ten Evolutions . . . Take One at a Time
    • This final session reviews the 10 most important steps to take to build a fortress of protection for your child and teaches how to accomplish each one in a manageable format.

Course Enrollment

$199.00
1 year of access

Plan Like the Navy SEALs Train

An overview of the government benefits programs you need to know

Supplemental Security Income

How To Maximize Your SSI Benefit

Common SSI Disqualifiers

Social Security Disability Income

Medicaid

Extra Benefits When a Parent Retires and/or Dies

Transition at age 18—How to Stay in Control

Basic Estate Planning

What are Special Needs Trusts and Why You May Need One

Should you set up a 529-ABLE account for your special needs loved one?

Putting the Estate Plan Together so it Actually Works

Getting the Beneficiary of a Retirement Account Correct is Where Most People Make Mistakes

Putting a Care Team Together, Residential Options and Leaving Instructions

Ten Evolutions . . . Take One at a Time