About Us

Bart’s Biography

  • 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
  • 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
  • Author of “The Beginner’s Guide to Special Needs Planning”
  • 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
  • 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
  • Services: Special Needs Trusts and related Legal Documents, Guardianship, Letter of Intent (Information/Care Directive), Government Benefits, Funding Budgetary Needs

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.