Special needs financial planning professionals to create and review high-quality, structured content related to special needs trusts, ABLE accounts, and benefits-preserving financial strategies, which will be used to evaluate and demonstrate advanced AI systems Role Responsibilities Develop and organize expert-level financial planning content aligned with project guidelines and review standards Review, interpret, and translate special needs financial plans into clear, structured documentation Validate content related to: Special needs trusts (first-party and third-party) ABLE accounts Guardianship-adjacent financial planning considerations Ensure legal and technical accuracy regarding SSI and Medicaid eligibility rules , including income and asset treatment Apply expert judgment to common financial planning transitions, including: Transition to adulthood Inheritance planning Lifetime care and benefits preservation Provide structured feedback to improve dataset accuracy, clarity, and consistency Collaborate asynchronously with the project manager and meet all deadlines Good Candidature Strong experience in special needs financial planning, elder law planning, or disability-focused financial services Demonstrated expertise in: Special needs trusts ABLE accounts Benefits-preserving asset strategies Advanced understanding of SSI and Medicaid financial eligibility standards Experience working with families of individuals with disabilities on long-term planning and transitions Strong analytical skills with the ability to translate complex financial and regulatory concepts into structured, plain-language documentation Excellent attention to detail and comfort working within highly structured content frameworks Ability to work independently and deliver high-quality work under tight timelines #J-18808-Ljbffr
Job Title
Special Needs Financial Planning Expert