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Training
and Technical Assistance (1998-2003)
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Training on Housing and Financial Trust
Arrangements
Alan Factor, Ph.D; *Rick Berkobien, MSW
Objective
To teach families,
service providers, and other professionals about family-financed housing and
pooled trust programs, two underutilized future planning options.
Target Audience
Families,
community service agency staff, financial planners attorneys.
Product Outputs
Training modules
will be developed on family financed housing and on pooled trusts. Handbook
explaining pooled trusts (available). A handbook on family financed housing
is being developed.
Training Content
Modules will
describe different pooled trust and family financed housing models. Pros and
cons in terms of overall cost, ongoing family oversight, participation of the
individual with a disability in making plans, potential benefits, and best operating
practices.
Progress to Date
The Arc has
conducted the workshops on financial and legal planning and family caregiving
at its annual meetings. Training on family financed housing has been delayed
as the research study was deferred until Year 3. The study has been completed
and the first Workshop will be conducted at the national Arc annual convention
in October 2002.
Utility of the Training
Local and
state Arcs that have gone through the training are contacting Arc agencies that
have pooled trusts to explore their feasibility.
*Previously on the grant, no longer on this project
associated with:
Family Financed Housing Options (R3.1)