Special Needs Planning: Drafting a Memorandum of Intent

Planning for a loved one with special needs often means preparing for a time when you may no longer be there to provide daily guidance and support. A Memorandum of Intent is one of the most practical and compassionate tools caregivers can create to ensure continuity of care.

This session will explain how a Memorandum of Intent helps guide family members, future trustees, and caregivers by sharing important — and sometimes vital — information about your loved one’s routines, preferences, medical history, services, supports, and personal goals. While not a legal document, it serves as a roadmap to help others step in confidently and provide consistent, informed care.

We’ll walk through:
• What a Memorandum of Intent is (and isn’t)
• Why every special needs plan should include one
• The types of information to include
• Tips for organizing and updating it over time
• Sample templates and starter documents you can use right away

You’ll leave with practical tools and a clear starting point to help protect your loved one’s quality of life and give your family peace of mind.

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Offices of McFadden Bushnell, 20600 Chagrin Boulevard, Ste. 805, Shaker Heights, United States

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