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Ownership Essentials

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Pre-Work

Pre-Work

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Ownership Essentials Overview
~3 minutes
Video

Course Materials

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May 20 Powerpoint Presentation
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Document
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Insurance Considerations
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Document
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Special Needs Trusts
~5 minutes
Video
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Ownership Options
~4 minutes
Video
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SNT and Ownership Options
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Document
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Homeowners Association (HOA) - RHS
~6 minutes
Video
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Homeowners Association (HOA) Presentation - RHS
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Document
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Cost of Ownership - RHS
~5 minutes
Video
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Cost of Ownership Presentation - RHS
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Document
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Paying the Bills - RHS
~18 minutes
Video
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Paying the Bills Presentation - RHS
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Document
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Dani Plan
~2.5 minutes
Video
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Paying the Bills Expense Matrix
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Template
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Budget and Cost Sharing Workbook - IDD Suite
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Workbook
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Budget and Cost Sharing Workbook - IDD Condo
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Workbook
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Workshop Recording - Session 1
Unedited
Video
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Workshop Recording - Session 2
Unedited
Video
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Questions and Answers
Published: May 27, 2026
Document

Reference Materials

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Special Needs Trusts and ABLE Account Coordination
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Presentation
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Summary of SNT Trust Provisions
Rowe Law Firm
Document
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