Our organization is unique because our focus is specifically providing information and educational materials related to  ‘Special Needs Planning’.   We provide educational and continuing education seminars for professionals.

At SNPI, goal is to provide a resource for the both Families and Professional Advisors:

The Results being:

• helping your current and new clients with their planning needs, and
• broadening your client base by identifying ‘special needs’ cases within your current clients.

All professionals who provide legal, tax and/or financial services can provide value added services related to special needs planning.

As a professional advisor you want to ensure your clients will

• maintain government benefits,
• prevent loss of inheritance,
• properly designate assets for the person with special needs, and
• have coordinated the many other issues in order to have a comprehensive plan.

Working together to prepare a Special Needs Plan can prevent an incorrect plan and trust being developed for your clients. In almost every Special Needs case, traditional Trusts will not work. Special Needs Planning is a complex subject that requires specific expertise.

All professionals who provide legal, tax and/or financial advice can provide value added service to your current clients when you team up with Bart Stevens Special Needs Planning.

As a professional advisor you want to ensure your clients will

Working together to prepare a Special Needs Plan can prevent an incorrect plan and trust being developed for your clients. In almost every Special Needs case, traditional Trusts will not work. Special Needs Planning is a complex subject that requires specific expertise.

At BSSNP we are fee based certified Special Needs Planners working nationwide with professional advisors and their clients. Our array of services and products includes: