About Us
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 The
mission of Bart Stevens Special Needs Planning is to help families
and professionals plan for the future care, supervision, security,
and quality of life for a loved one with special needs.
- In 1993, established Bart Stevens Special
Needs Planning, LLC, the first company in Arizona dedicated
exclusively to providing Special Needs Planning Services
- Special Needs Planning and Consulting services
offered nationwide
- Senior Certified Special Needs Planner (SrChLAP)
and Arizona Certified Legal Document Preparer (AzCLDP)
- Associate Member Arizona Bar Association and
Maricopa County Bar Association
- Seminar and Conference Speaker for the Autism
Society of America National Conference, Greater Phoenix Autism
Society, National Down Syndrome Society and Congress, National
Spina Bifida Association, The Arc, the Epilepsy Foundation,
World Congress on Disabilities; SARRC (Southwest Autism Research
& Resource Center), Crecer Con Amor AZ State Conference; YMCA
Law Day; Learning Disabilities Association; and the AZ State
University Special Ed Teachers Program
- Speaker to Professional Organizations including:
the Arizona College of Estate Planning Attorneys, Arizona Association
of Independent Paralegals, the Arizona and Oklahoma Departments
of Developmental Disabilities, Certified Financial Planners
Association, The Society of Financial Service Professionals
of Phoenix, The National Association of Insurance and Financial
Advisors (NAIFA), and AZ Partners in Policymaking Conference
- Bart is the author of
The ABC's of Special Needs Planning Made Easy©
- Published Articles include The Advocate (The
Autism Society of America's newsletter), Exceptional Parent
magazine and Paraplegia News
- Interviewed by The New York Sunday Times;
Mature Outlook Magazine; Kiplinger Reports; The Washington Times;
The Chicago Tribune and the Arizona Republic
- Special Needs Planning Consultant: iCAN-online
and Autism Today disability websites
- Services: Special Needs Trusts and related
Legal Documents, Guardianship, Letter of Intent (Information/Care
Directive), Government Benefits, Funding Budgetary needs
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Credentials
 Past
Fellow of the National Institute on Life Planning for Persons with
Disabilities
Past Arizona State Director - Estate Planning for Persons with Disabilities
Past Member Board of Directors and Advisory Board - STARS
Past Committee Member - AZ Dept. of Economic Security Guardianship
Work Group
Conference/Seminar Speaker
Dynamic and heartfelt, Bart brings
personal anecdotes and technical expertise, with an engaging sense
of compassion to the sensitive topic of Special Needs Planning.
He is available for local, state, regional, national and international
speaking events for families and professionals.
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