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Our panel discusses the charitable implications that may
come from the new administration, during our March 3rd program.

Marcus Owens presents ‘What to Do if the IRS
Comes Knocking’ to the Dayton Chapter of the PPP.

Michael Barnes, of the Johnson Trust Company,
addresses PPP of Greater Dayton members about
the impact of the Ohio Legacy Trust Act
during the PPP of Greater Dayton’s September program.

PPP Dayton members enjoy networking and
fellowship during the Holiday reception.

Our 2016 Program Schedule:

You're invited!
Special Needs Planning

One of the most important things you can do for a disabled loved one is to create a Special Needs Plan to secure the well-being of that loved one in the future. There are a number of options when it comes to Special Needs Planning, including Special Needs Trusts and ABLE Accounts, for example. Each option has its own unique benefits and provides a safe vehicle for ensure the availability of funds to care for a disabled loved one, while also protecting assets from the claims of creditors and avoiding disqualification for any governmental assistance which may be vital to your loved one’s continued well-being. This presentation is designed to assist attendees in navigating the various options, while exploring the benefits of each.

Brittany O'Diam Horseman is a practicing attorney with the law firm of O’Diam and Stecker Law Group, Inc. Her practice focuses on estate planning and administration, Medicaid and nursing home planning, asset protection special needs planning and elder law. Brittany is a member of Wealth Counsel, a national organization for estate planning attorneys, as well as Elder Counsel; and she serves as the Vice President of the Ohio Chapter of the National Academy of Elder Law Attorneys. She is a member of the Ohio State Bar Association, the Florida Bar Association, the Dayton Bar Association and Greene County Bar Association.
Brittany serves as volunteer legal counsel for the Greene County Community Foundation, she is the Chairperson of the Board of Trustees for The Disability Foundation, and she serves on the Greene County Educational Services Center’s Business Advisory Council.

Doug Jackson is the Deputy Director of the Ohio STABLE Account which is administered through the Treasurer’s office for the State of Ohio.
Doug has been dedicated to the field of developmental disabilities for over 18 years and works with a passion to serve people with disabilities and their families through improving the support system and the support staff. Doug’s experience includes managing the services of a direct support agency, executive administration in Ohio’s County Board of DD system, teaching human services classes at Wright State University, and guiding a state-operated developmental center as the Superintendent. Doug joined the Office of the Ohio Treasurer of State to help administer Ohio’s STABLE Accounts, a financial plan for people with disabilities.
A STABLE Account is an investment account available to eligible individuals with disabilities. STABLE Accounts are made possible by the federal Achieving a Better Life Experience (“ABLE”) Act. STABLE Accounts allow individuals with disabilities to save and invest money without losing eligibility for certain public benefits programs, like Medicaid, SSI, or SSDI.


University of Dayton River Campus
1700 South Patterson Boulevard
Dayton, OH 45409


Friday, May 12, 2017

Registration: 2:30p - 3:00p
Presentation: 3:00p - 4:30p

To Register

Go to our EventBrite page:  https://www.eventbrite.com/e/special-needs-planning-tickets-32193424399?aff=ehomecard


Event Sponsor

The presentation is being sponsored by the Disability Foundation, Inc.

Caring for the financial well-being for an individual with disabilities can come with many challenges. The responsibility of making sure yourself, or a loved one with a disability, will be financially secure, while ensuring the protection of public, asset-capped benefits, such as Medicaid and SSI, can be a daunting task. The Disability Foundation, a not for profit, Type I Supporting Organization of The Dayton Foundation, offers a compass to help guide you, or a loved one, through the journey of ensuring a protected financial future. Our Pooled Disability Trusts are effective tools for maintain lump sums, through estate gifts, social security pro-rated payments, injury awards, etc. and still maintain eligibility for public benefits.

The mission of The Disability Foundation is to enhance the quality of life for persons with disabilities by complementing public benefits through the prudent management of financial resources. To do this, the Foundation acts as Distribution Trustee over The Ohio Community Pooled Annuity Trust and The Ohio Community Pooled Flexible-Spending Trust.


Continuing Education

Continuing Education credits have been applied for and details will be available. Specifics on available CE's will be available once we have received approval.

September Program Power Point – Professional Advisors and Gift Officers

Click to view Power Point


Presented by Marcia Inger Navrátil, JD