Helpful Articles & Links

Below are some helpful articles and links to help you in your futures planning.

Recent News From Key Bank, Trustee

It is clear that the coronavirus outbreak has caused global growth to suffer and for worldwide equity markets to fall dramatically in recent days.  Economic data in the United States has remained largely positive until now.  Please watch a recorded presentation with Key Private Bank Chief Investment Officer, George Mateyo, and Managing Director of Equity and Fixed Income Research, Stephen Hoedt, as they review the economic and market impacts of the coronavirus and our current investment approach.


Recording 1:

Recording 2:

Recording 3:


Futures Planning and Trusts

A Family Handbook on Future Planning

Sharon Davis, Ph.D., Editor (2003)

The Arc of the United States and the Rehabilitation Research and Training Center on Aging with Developmental Disabilities, Department of Disability and Human Development, College of Applied Health Sciences, University of Illinois at Chicago

Corporate Fiduciaries Are Shying Away From Special Needs Trusts

The Arc’s Special Needs Trust Program is well-established, managed by experts in the disability field, with Key Private Bank as the trustee and fiduciary.  We are committed to providing reliable professional services.”

A Futures and Estate Planning Guide for Families of Children and Adults with Disabilities

The Arc National: Futures Planning

Should You Get a Special Needs Trust for Your Child?

Naming a Special Needs Trust as Beneficiary for Your IRA or Retirement Plan

A Wake Up Call For Professional Trustees and Parents


Child Support

Continuation of Child Support for Severely and Permanently Disabled Adult Children


Dental Resources

Dental Resources Dec. 2019


Government Benefits

Social Security Administration Supplemental Security Income

Supplemental Security Income (SSI) is a Federal income supplement program funded by general tax revenues (not Social Security taxes). It is designed to help aged, blind, and disabled people, who have little or no income; and it provides cash to meet basic needs for food, clothing, and shelter.

Social Security and SSI for People with I/DD  and Their Families

2020 Social Security Fact Sheet

Checklist for Applying for SSI and SSDI

Help for Representative Payees and VA Fiduciaries


Medicaid and Medicare Dual Eligibility



DDS_Independent Housing Information

A Consumer’s Guide to Homesharing

Home Repair for Elderly Program for Elderly and Disabled Adults

Roommate Agreement TEMPLATE 1 for SSI Application

Roommate Agreement TEMPLATE 2


Financial Planning

Key Bank Financial Wellness Topics 


Legal Representation

Power of Attorney


Military Families

Military Survivor Benefits Program



Paratransit & Transit Accessibility

Service Source Transportation Program


Other Information

Northern Virginia Funeral Costs

Virginia Department of Social Services – Burial Funds

The Arc of Northern Virginia: Transition POINTS

United Cerebral Palsy Inclusion Report 2019