Special Needs Planning & Consultation

Where does your family need to start?

About Us


Workshops are FREE and apply to all families with special needs loved ones

By attending a workshop you will leave with a priority list on where to begin, how to plan a legacy, preserve government benefits, and secure loving care plans through your last wishes.

Post workshop private consultation is FREE by appointment

Provided to guide your planning needs and offer cost effective referrals and resources to ensure proper planning is in place.


  • Self-assessment of current and ideal objectives for your family 
  • Government benefits   
  • Guardianship vs POA
  • Special Needs Trusts
  • 529 ABLE Accounts
  • Funding and Purpose of Special Needs Trust 
  • The Importance of Having a plan in Place 
  • Letter of Intent/Last Wishes    



Crystal Cartwright is the mother of 5 amazing children, her oldest has autism. She is a part of your very own community and has served on many boards to advocate in the special needs community for the last 15 years. She became a professional following the same passions for families like hers. She believes that no family should be left behind. 

Upcoming Workshops

Monday July 9, 2018

10:00 am - 11:30 am

6553-B Brecksville Rd.

Independence, OH. 44131

Hosted by The Up Side of Downs


Wednesday September 26, 2018

6:00 pm - 8:00 pm

1111 SOM Center Rd. 

Mayfield Heights, OH. 44124

Hosted by CEVEC Vocational Schools


Please RSVP for seating and materials

Call/Text: 303.956.2817

Email: crystal@looseendsorlegacy.com

Upcoming Resource Fairs

Providers Interested in Hosting a Workshop?

Caregiver With a Question?... Drop us a line!

Loose Ends or Legacy

(303) 956-2817