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DTSTART;TZID=America/Los_Angeles:20240207T120000
DTEND;TZID=America/Los_Angeles:20240207T130000
DTSTAMP:20240124T184542Z
CREATED:20240124T184542Z
LAST-MODIFIED:20240124T184542Z
UID:10015682-1707307200-1707310800@autismsocietyoregon.org
SUMMARY:Important Tax Planning Considerations for Special Needs Families (online)
DESCRIPTION:Presented by Palladio Consulting LLC\n\nTitle: Important Tax Planning Considerations for Special Needs Families \nWhen: Wednesday\, February 7th\, at 12:00 PM PST. \nRecording: Presentation recording will be sent to all paid registrants within 24hrs of the webinar conclusion. \nLength: 45-50 minutes. \n\n\nPrice: $30 \nRegister at LINK HERE \n\nCan’t attend the live presentation? No problem! The webinar recording will be sent to all registrants within 24 hours of the webinar conclusion. \nAs a parent\, caregiver\, or professional supporting an individual experiencing disability\, understanding the complex tax nuances is important to the overall plan. \nJoin us and our guest speaker\, Jennifer Lyle\, on February 7th at 12:00pm to hear more about the tax deductions\, exemptions\, and credits available to you as a family experiencing disability. As well as considerations when thinking long term about tax planning. \nWith tax season in full swing\, this is a webinar you won’t want to miss! \nOn the Agenda\nNaming disabled loved one as a dependent and the expanded definition of a “qualifying child”.\nCredits and deductions for special needs families.\nDifficulty of Care Exclusion for support workers/ caregivers.\nSpecial needs trust tax filing reminders.\n1041 trust tax return tips.\nTax return preparation reminders.\nAnd more!
URL:https://autismsocietyoregon.org/event/important-tax-planning-considerations-for-special-needs-families-online-2/
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231207T120000
DTEND;TZID=America/Los_Angeles:20231207T130000
DTSTAMP:20231025T181116Z
CREATED:20231025T181116Z
LAST-MODIFIED:20231025T181116Z
UID:10015183-1701950400-1701954000@autismsocietyoregon.org
SUMMARY:Empowering Futures: Important Investing Considerations for Special Needs Trusts (Online)
DESCRIPTION:Presented by Palladio Consulting LLC \nEmpowering Futures: Important Investing Considerations for Special Needs Trusts \nJoin us on Tuesday\, November 7th at 12:00pm as we guide you through some of the most important rules\, tips\, and considerations when utilizing a special needs trust or establishing one that fits your unique planning situation. \nTopics to Discuss: \n\nIntroduction to SNT’s\nRole of the trustee & fiduciary duty\nMaintaining eligibility for government benefits\nImportant tax considerations\nTips and tricks when managing different investment assets\nUtilizing ABLE accounts\nUnderstanding countable & taxable income – There is a difference!\nAnd more!\n\nRegister at LINK HERE \nQuestions? Contact info@palladioplanning.com
URL:https://autismsocietyoregon.org/event/empowering-futures-important-investing-considerations-for-special-needs-trusts-online/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:43.8041334;-120.5542012
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231206T120000
DTEND;TZID=America/Los_Angeles:20231206T130000
DTSTAMP:20231127T174341Z
CREATED:20231127T174341Z
LAST-MODIFIED:20231127T174341Z
UID:10015399-1701864000-1701867600@autismsocietyoregon.org
SUMMARY:Final Expense Planning: Caring for Individuals with Special Needs (online)
DESCRIPTION:Presented by Palladio Consulting LLC \nFinal Expense Planning: Caring for Individuals with Special Needs \nFree Zoom Webinar \nWednesday\, December 6th at 12:00pm PST \nRegister at LINK HERE \nSpecial Considerations focuses on securely setting aside funds so that all individuals can have the dignified end of life they deserve. Our Special Considerations’ team is proud to serve the special needs community and is here to provide the tools and knowledge so that all individuals can plan for a valued end of life. \nWebinar Discussion Topics: \n-Eligibility requirements \n-Important needs based benefits compliance reminders \n-Needs based benefits eligibility strategies \n-Enrollment process \n-Using a final expense policy \nQuestions? Contact info@palladioplanning.com
URL:https://autismsocietyoregon.org/event/final-expense-planning-caring-for-individuals-with-special-needs-online/
CATEGORIES:Workshop
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230928T120000
DTEND;TZID=America/Los_Angeles:20230928T130000
DTSTAMP:20230914T175320Z
CREATED:20230914T175320Z
LAST-MODIFIED:20230914T175320Z
UID:10007320-1695902400-1695906000@autismsocietyoregon.org
SUMMARY:Navigating Government Benefits for Employed Individuals (Webinar)
DESCRIPTION:Presented by Palladio Consulting \nTitle: Navigating Government Benefits for Employed Individuals \nUpcoming Zoom Webinar \nWhen: Thursday\, September 28th\, at 12:00 PM PST \nPrice: $25 \nASO can provide scholarships for this. Contact us at info@AutismSocietyOregon.org or 503-636-1676 \nBalancing needs-based benefits eligibility and employment is tricky… with so many factors to be mindful of\, it’s important to understand the basics and establish a solid foundation. Understanding the ins and outs of SSI/SSDI\, Medicare\, and Medicaid eligibility criteria\, reporting\, incentives\, and supports is an excellent place to start! \nRegister at LINK HERE \nOn the agenda: \n\nUnderstanding the importance of needs-based benefits.\nSSI & SSDI Income and Asset Limits.\nSSDI: Substantial Gainful Activity (SGA) & 9 month trail work period.\nSSI: Impairment Related Work Expenses (IRWE) & the Redbook.\nSocial Security reporting responsibilities & wage reporting app.\nSSI & SSDI work incentives & employment supports.\nMedicaid & Medicare income & asset eligibility criteria.\nEmployed Persons with Disabilities (EPD) Medicaid basics.\nUsing ABLE accounts to save and maintain eligibility.\nAnd more!  \n\nRecording: Access to the presentation recording will be available within 48hrs of the webinar conclusion. \nLength: 1 hour \nQuestions? Contact info@palladioplanning.com
URL:https://autismsocietyoregon.org/event/navigating-government-benefits-for-employed-individuals-webinar/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:43.8041334;-120.5542012
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230719T120000
DTEND;TZID=America/Los_Angeles:20230719T130000
DTSTAMP:20230711T175631Z
CREATED:20230711T175631Z
LAST-MODIFIED:20230711T175631Z
UID:10007235-1689768000-1689771600@autismsocietyoregon.org
SUMMARY:Important Considerations When Funding A Special Needs Trust (Webinar)
DESCRIPTION:Presented by Palladio Consulting LLC. \nWednesday\, July 19th at 12:00pm PST \nRegistration Price: $25 \nRegister at LINK HERE\nRecording: Presentation recording will be sent to all registrants within 24hrs of the webinar conclusion. \nLength: 1 hour \nYou know the importance of needs based benefits like SSI/SSDI\, Medicare\, and Medicaid in your loved one’s life care plan. \nBut\, what about a special needs trust? Government benefits may satisfy basic living requirements\, but a special needs trust can help pay for things that create the kind of quality of life we all want to enjoy. Now\, where do you start? How do you fund the trust? Are some assets better suited for the trust than others? When should you fund and how much is needed? \nJoin us on Wednesday\, July 19th at 12:00pm as we answer some of the most important questions in preparation of drafting and funding a special needs trust for your loved one. \nDiscussion Topics\nThe Purpose of a Special Needs Trust in a life care plan\nSSI/ Medicaid– The importance of needs-based benefits\nSpecial Needs Trusts 101\nThe confusing world of trust tax! Why understanding trust taxation matters when funding\nWhat are the best assets to leave to an SNT? IRA’s\, life insurance\, real estate\, etc.\nThe convergence of parents retirement planning and funding a child’s SNT\nTips when deciding to fund a SNT now versus at parents passing.\nReminders when deciding upon funding an ABLE vs special needs trust\nThe important calculation– How much do I need to leave to the trust?\nAnd more! \n 
URL:https://autismsocietyoregon.org/event/important-considerations-when-funding-a-special-needs-trust-webinar/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:43.8041334;-120.5542012
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221208T120000
DTEND;TZID=America/Los_Angeles:20221208T130000
DTSTAMP:20221201T174247Z
CREATED:20221201T174247Z
LAST-MODIFIED:20221201T174247Z
UID:10006906-1670500800-1670504400@autismsocietyoregon.org
SUMMARY:Special Needs Trusts with special guest\, Melanie Marmion\, Fitzwater Law
DESCRIPTION:Presented by Fitzwater Law and Palladio Consulting \nThursday\, December 8th at 12:00pm-1:00pm PST \n  \nRegister for the Zoom webinar here at LINK. \n  \nAs a parent\, caregiver\, or professional supporting an individual experiencing disability\, understanding the complex nuances of special needs trusts is critically important to the overall plan. \nJoin us and our guest speaker\, Melanie Marmion\, special needs trust planning expert and experienced national speaker for organizations like the Oregon Bar Association and Academy of Special Needs Planners for our next webinar! \nOn Thursday\, December 8th at 12:00pm\, we’ll discuss the ins and outs of special needs trusts including the pro’s and con’s of different trust types\, trust taxation\, choosing a trustee\, when to fund the trust\, the best assets for a special needs trust\, and much more. \nHave your notepad ready\, this 60 minute webinar will be packed with reminders\, tips\, and updates you won’t want to miss! \nDiscussion Topics include:\nMost important SNT changes in the last decade.\nPro’s & cons of Living & Testamentary SNT’s.\nConsiderations for naming a trustee.\nBest assets to leave in a SNT.\nBasics of SNT taxation.\nSNT reporting requirements.\nSNT funding– now or later?\nHousing and SNT considerations.\nProtecting vulnerable individuals using SNT’s.\nBest special needs trust planning resources.\nAnd more! \nCan’t attend live? No problem! All registrants will receive a recording of the live webinar within 24 hours of the webinar conclusion.
URL:https://autismsocietyoregon.org/event/special-needs-trusts-with-special-guest-melanie-marmion-fitzwater-law/
LOCATION:OR\, United States
CATEGORIES:Webinar
GEO:43.8041334;-120.5542012
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DTSTART;TZID=America/Los_Angeles:20210303T130000
DTEND;TZID=America/Los_Angeles:20210303T140000
DTSTAMP:20210216T143548Z
CREATED:20210216T143003Z
LAST-MODIFIED:20210216T143548Z
UID:10013344-1614776400-1614780000@autismsocietyoregon.org
SUMMARY:Recently Moved to Oregon?  Checklist for a Successful Special Needs Relocation Plan (Online)
DESCRIPTION:
URL:https://autismsocietyoregon.org/event/recently-moved-to-oregon-checklist-for-a-successful-special-needs-relocation-plan-online/
LOCATION:OR\, United States
CATEGORIES:Consultation,Presentation,Webinar,Workshop
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:37.09024;-95.712891
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210226T120000
DTEND;TZID=America/Los_Angeles:20210226T120000
DTSTAMP:20210207T170733Z
CREATED:20210207T170733Z
LAST-MODIFIED:20210207T170733Z
UID:10013342-1614340800-1614340800@autismsocietyoregon.org
SUMMARY:Fundamentals of Healthcare Planning for People with Disabilities - Understanding Medicaid\, Medicare\, and Private Insurance
DESCRIPTION:
URL:https://autismsocietyoregon.org/event/fundamentals-of-healthcare-planning-for-people-with-disabilities-understanding-medicaid-medicare-and-private-insurance/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:37.09024;-95.712891
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210217T120000
DTEND;TZID=America/Los_Angeles:20210217T120000
DTSTAMP:20210207T170233Z
CREATED:20210207T170233Z
LAST-MODIFIED:20210207T170233Z
UID:10013341-1613563200-1613563200@autismsocietyoregon.org
SUMMARY:Important Tax Planning Considerations for Special Needs Families (Online)
DESCRIPTION:
URL:https://autismsocietyoregon.org/event/important-tax-planning-considerations-for-special-needs-families-online/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:37.09024;-95.712891
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201105T100000
DTEND;TZID=America/Los_Angeles:20201105T100000
DTSTAMP:20201028T125835Z
CREATED:20201028T125835Z
LAST-MODIFIED:20201028T125835Z
UID:10013314-1604570400-1604570400@autismsocietyoregon.org
SUMMARY:Know What the Experts Know About Guardianship and the Alternatives (Online)
DESCRIPTION:
URL:https://autismsocietyoregon.org/event/know-what-the-experts-know-about-guardianship-and-the-alternatives-online/
LOCATION:OR\, United States
CATEGORIES:Webinar,Workshop
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:37.09024;-95.712891
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200311T180000
DTEND;TZID=America/Los_Angeles:20200311T193000
DTSTAMP:20200304T234847Z
CREATED:20200304T234847Z
LAST-MODIFIED:20200304T234847Z
UID:10006511-1583949600-1583955000@autismsocietyoregon.org
SUMMARY:ABLE Act Accounts vs. Special Needs Trusts (Portland)
DESCRIPTION:ABLE Act accounts and Special Needs Trusts: Find out how they can work together\, learn about differences and if (or why) you might need both!  \nAt the ASO office\, 9230 SW Barbur Blvd\, Portland OR 97219 \nFree! But please RSVP as space is limited. To RSVP or for more information\, contact Hayley at 503-928-4957 
URL:https://autismsocietyoregon.org/event/able-act-accounts-vs-special-needs-trusts-portland/
LOCATION:Autism Society of Oregon\, 5100 SW Macadam\, Portland\, OR\, 97239\, United States
CATEGORIES:ASO Sponsored Event
ORGANIZER;CN="Autism Society of Oregon":MAILTO:events@AutismSocietyOregon.org
GEO:45.4862123;-122.6750292
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Autism Society of Oregon 5100 SW Macadam Portland OR 97239 United States;X-APPLE-RADIUS=500;X-TITLE=5100 SW Macadam:geo:-122.6750292,45.4862123
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191215T123000
DTEND;TZID=America/Los_Angeles:20191215T133000
DTSTAMP:20191124T144217Z
CREATED:20191124T144217Z
LAST-MODIFIED:20191124T144217Z
UID:10013077-1576413000-1576416600@autismsocietyoregon.org
SUMMARY:Special Needs Moms Kickboxing Class (Oregon City)
DESCRIPTION:
URL:https://autismsocietyoregon.org/event/special-needs-moms-kickboxing-class-oregon-city/
LOCATION:iLoveKickBoxing\, 19502 Mollala Ave Ste. 101\, Oregon City\, OR\, United States
CATEGORIES:Social
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:45.3248708;-122.5804746
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=iLoveKickBoxing 19502 Mollala Ave Ste. 101 Oregon City OR United States;X-APPLE-RADIUS=500;X-TITLE=19502 Mollala Ave Ste. 101:geo:-122.5804746,45.3248708
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191113T190000
DTEND;TZID=America/Los_Angeles:20191113T190000
DTSTAMP:20191013T162354Z
CREATED:20191013T162253Z
LAST-MODIFIED:20191013T162354Z
UID:10013062-1573671600-1573671600@autismsocietyoregon.org
SUMMARY:Life Care Planning
DESCRIPTION:
URL:https://autismsocietyoregon.org/event/life-care-planning-2/
LOCATION:Victory Academy\, 12155 SW Tooze Rd.\, Sherwood\, OR\, 97140\, United States
CATEGORIES:Workshop
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:45.318516;-122.802316
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Victory Academy 12155 SW Tooze Rd. Sherwood OR 97140 United States;X-APPLE-RADIUS=500;X-TITLE=12155 SW Tooze Rd.:geo:-122.802316,45.318516
END:VEVENT
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