ChSNC case studies
ChSNC · Put your knowledge to work in context.
The Chartered Special Needs Consultant® (ChSNC®) is a specialized designation offered by The American College of Financial Services for professionals who advise individuals with disabilities or other special needs, along with their families and caregivers. The program is designed for financial planners, lawyers, trust attorneys, and other practitioners seeking in-depth knowledge of special needs planning. The curriculum consists of three required courses: HS 375 Introduction to Disability and Lifetime Planning, HS 376 Legal and Financial Issues for Special Needs Families, and HS 377 Financial Planning for Families Caring for Those with Special Needs, which is delivered as a live webinar. Together, these courses cover tax planning, Supplemental Security Income (SSI), special needs trusts, ABLE accounts, Medicaid, estate planning, life insurance options, long-term care planning, and ethical issues in disability planning. The ChSNC case studies are 5 cases and about 3,266 words.
1Turning 18: Decision-Making and SSI for a Student with Autism
Miguel is 17 years 10 months old, has autism spectrum disorder and an intellectual disability, and attends a public high school with an IEP. He works 8 hours a week at a grocery store earning 15 per hour, about 520 per month, and wants to increase his hours after graduation.
674 words, about 3 min2Grandparents' Outright Bequest to a Grandson on SSI
Daniel is 22 and has cerebral palsy. He receives 967 per month in SSI and Medicaid and lives with his parents.
653 words, about 3 min3Funding a Lifetime Special Needs Trust for a Child with Severe Epilepsy
Priya and Anand are 42 and 40. Their daughter Ava, 8, has severe epilepsy and global developmental delay.
610 words, about 3 min4Divorce, Child Support, and a Disabled Adult Child's Benefits
Elena is 23 and has Down syndrome. She receives 967 per month in SSI and Medicaid and lives with her mother, Carla, age 58.
660 words, about 3 min5Aging Caregiver, Adult Son with Schizophrenia, and Medicaid Home Care
Ruth is 74 and cares for her son, Marcus, 45, who has schizophrenia. Marcus receives 967 per month in SSI and SNAP and lives with Ruth in her home, worth 350,000 with no mortgage.
669 words, about 3 min