This report, by Katherine Anne Dahlem of Abt Associates, describes the findings from two focus groups and other research on how families address financial and future planning for adult family members with special needs or disabilities. The findings were also presented at a webinar.
Findings focus on families’ experiences with future and financial planning for a sibling’s long-term needs; options for guardianships; understanding Social Security benefits, estate planning, and special needs trusts; and impacts on other family members. The report also includes program descriptions and contact information for organizations and agencies that provide support and information for families with adult siblings with special needs or disabilities.
University of Wisconsin-Madison Center for Financial Security 