Forms & Documents

Eric established his pooled special needs trust with the Disability Foundation in January of 2019 with money he received from a settlement.  Having a disability and not being able to work, Eric was forced to live on a tight budget. He was unable to do some of the things he wanted to do, and he was forced to rely on others more than he wanted.  His trust has allowed him to increase his independence and develop interests he might not otherwise have been able to afford.  Since establishing his t…

Melissa Lemmon spent decades dedicated to ensuring her son, Stefan, diagnosed with Pervasive Development Delay/Autism at age 3, received as many advantages that would help him become an involved community member.  Whether it was through his education, opportunities to travel, employment at Dayton Children’s, she took the charge with energy. However, planning for the day when she wouldn’t be there to help with his daily financial decision was not something easily tackled. “Just thinking…