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Checklist for a Successful Special Needs Relocation Plan

It's no longer a secret that the Pacific Northwest is a special place to live. With Bend, OR ranking as one of the fastest growing midsize U.S. cities, it's inevitable that people will be seeking resources to accommodate their unique situations in their new home.

Whether you're a professional working alongside families experiencing disability helping them plan or a family that has just relocated to another county, city or state or considering making the move, it's important to know and understand the considerations and updates that should be made to a special needs plan when moving.

  • ABLE Account Planning: Considerations before moving an ABLE account from state to state.

  • SSI/ SSDI reminders for representative payees when transferring states.

  • Understanding Oregon's state specific Medicaid funded programs-- Eligibility & process when applying.

    • K-Plan

    • EPD Medicaid

    • Oregon Health Plan

    • DD Services

  • The landscape of Oregon's needs-based benefits-- SNAP, housing and other assistance programs.

  • Special needs trust planning important reminders and considerations when moving across an SNT state lines.

  • Reminders when updating support documents: guardianship/ conservatorship or power of attorney.

  • Oregon specific tax benefits and reminders for special needs families.

  • Understanding Oregon's state specific jargon and roles of the different support organizations.