122 Salem Towne Court
Apex, NC 27502
Toll free: 1-888-301-0799 (In North Carolina Only)
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Dear Friends of Life Plan Trust:
I wish for each of you a joyous holiday season! As we enter our 25th year of service to families of and persons with disabilities, I want to thank you for your support, and make you aware of upcoming changes for our organization in 2015.
After twenty five years as Executive Director, I have decided to retire, effective June 30, 2015. The next six months will be a time of transition to new leadership for our organization. The Search Committee of the Board of Directors of Life Plan Trust is working with Elinvar, a search firm, to select a new Executive Director. (If you are interested in finding out more about the position and the application process, please see the Job Vacancy tab on our website. Please do not call the Life Plan Trust office, as the hiring process will take place via Elinvar. The deadline for application is January 9, 2015).
I have had the privilege of helping this organization grow and develop over many years and thanks to a very dedicated staff of Family Service Coordinators across the state, and our Board of Directors, Life Plan Trust will continue to provide top quality services for our clients. We hope to have a new Executive Director in place in the spring so that we can work together for a few months before my departure.
Again, my heartfelt thanks of all of you who are interested in and support our organization: I have learned so much from our enrolled families and their beneficiaries. Have a wonderful holiday!
Susan C. Hartley
The NC Legislature included a provision for changes to the Special Assistance program in the budget bill passed last month. Rules will be changing November 1, 2014, and will affect new applicants (anyone already receiving Special Assistance payments prior to November 1 will continue under the old rules and be eligible for Medicaid). The new regulations are detailed in our handout on Special Assistance under the Resources Tab, and involve lower income thresholds for this benefit and for Medicaid recipients who receive Special Assistance.
We have a newly revised estate planning manual: 11th edition, The Professional's Guide to Estate Planning for Families of Individuals with Disabilities by Susan C. Hartley and John T. Stewart.
The 11th edition was revised in April of 2014 and contains updated information on benefit eligibility, effective methods of estate planning to preserve benefits, and sample trust documents. The manual sells for $40 to family members of persons with disabilities, and $50 for attorneys and other professionals.
It can be ordered:
Many of you are aware of the Life Plan Trust Program, a non-profit organization started jointly by The Arc of North Carolina and NAMI North Carolina (formerly The North Carolina Alliance for the Mentally Ill) in 1990. Life Plan Trust works with families of individuals with developmental or intellectual disabilities, mental illness and other disabilities to help develop comprehensive plans for future care, and can serve as trustee for funds designated for your family member's benefit.
Additional sponsoring organizations include The Autism Society of North Carolina and Easter Seals UCP of North Carolina. We welcome you to our website to learn more about what Life Plan Trust does and to answer any questions you may have.
To receive a free comprehensive information packet on effective future care and estate planning for families of individuals with disabilities, please call or contact us via email (you can use the Contact Us link to the left) with your name and address. The packet contains information on government benefit eligibility, estate planning options such as trusts, and ideas on how to effectively coordinate benefits and provide supplemental support for your loved one with a disability. Please note that estate planning information is applicable in North Carolina; the information on federal benefits such as SSI may be applicable in other states as well.
Notice our newly-designed logo? We will be gradually adopting this fresh new design on all our printed materials over the next few months. Thanks to Madeleine Loeb, a graphic designer from Chapel Hill, NC, for her generous contribution of time and graphic design expertise!
from David's family
If you have wondered what kind of a difference Life Plan Trust can make in the life of your family member with a disability, please take a look at a letter we recently received from the family of one of our long time clients. Life Plan Trust worked with David for twenty years, visiting him on a regular basis, and reporting on those visits to his siblings, who all lived out of state.
David recently passed away, after experiencing some health problems in his later years. Even as his memory was failing, he often asked when our Family Services coordinator was coming to visit: they had a close relationship, and he looked forward to seeing her.
On behalf of David's family, we want to thank you and Life Plan Trust for the loving service and support thatthe Trust provided to
David -- and by doing so, to us -- through all these years. You have created a miracle, with a small staff and a big reach, which helps so many people with their family members with special
I remember when our dad first contacted you about how we could manage with family so far away after our parents passed away. You provided just the help we needed: to know that David had regular visits with an advocate who could let us know how things were going. Your Family Services Coordinator has been a great friend to David and helped us when we needed an experienced advocate during some tough transitions.
Thank you again for your contribution to this field. What a great service you provide!
David's Four Siblings
Life Plan Trust is grateful for this expression of thanks from David's family...we really miss him! We are happy that our organization was able to bring peace of mind and comfort to David's siblings in the years we were privileged to work with him.