About Us

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Our Mission

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At Chloe Renshaw Special Needs Planning, LLC, we understand how deeply you care about your loved one with special needs. We’re here to support you every step of the way. Our mission is to provide personalized special needs planning services and education to help you navigate the complexities of special needs planning with confidence. Together, we’ll focus on protecting your loved one’s assets and services.  You will have peace of mind and ensure they have access to government benefits and supplemental funding for a fulfilling lifestyle, and the future caregivers you envision. From creating essential legal documents to crafting a plan tailored to your family’s unique needs, we are honored to be your partner in securing a brighter future for the ones you cherish most.

What We Do

We provide comprehensive, personalized special needs planning services. Planning provides a lifetime of supervision and care, management of funds, maintaining government benefits, enjoying a more comfortable lifestyle, protecting the assets of the person with special needs. Most importantly Special Needs Planning gives you peace of mind about the future of your loved one with special needs.

  • Legal Documents: Trusts, Wills, Special Needs Trusts, Powers of Attorney
  • Guardianships
  • Alternatives to Guardianship including Supported Decision-Making Agreements
  • Lifestyle Planning – The Letter of Intent puts in writing what the family wants for the future of their loved one with special needs
  • Budget and Financial Planning – Provides supplemental funds for a more comfortable lifestyle for your loved one.
  • Personalized Special Needs Plans

About Chloe Renshaw

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As a mother to a son with autism, I have firsthand experience navigating the complexities of special needs planning. This personal journey has shaped my professional path and fueled my passion for helping families create secure and fulfilling futures for their loved ones with disabilities.

I hold a degree in Philosophy, which honed my critical thinking skills and deepened my appreciation for compassionate problem-solving. Over the course of my career, I’ve cultivated a unique blend of professional expertise, personal insight, and unwavering dedication to advocating for individuals with special needs and their families.

For more than 15 years, I worked as a licensed massage therapist, owning and operating my own clinic in Anchorage, Alaska. Consequently, this part of my professional life instilled in me the values of empathy, patience, and personalized care—qualities that have carried over into every facet of my work. Later, I transitioned to the legal field, earning a Paralegal Certificate from the University of Arizona. As a personal injury paralegal, I gained invaluable experience navigating complex legal systems and advocating for clients during challenging times.

 

Becoming a Special Needs Planner

My true passion, however, lies in special needs planning services—a calling born from my personal experiences as a mother. Recognizing the life-changing impact of thoughtful, comprehensive planning, I’ve dedicated my career to helping families navigate the special needs planning process.

In 2022, my family and I relocated to Arizona, where I now proudly work in collaboration with Bart Stevens Special Needs Planning. Together with Bart’s 30+ years of expertise and my own Arizona Supreme Court certification as an Arizona Certified Legal Document Preparer (#82133), I am equipped to help families navigate special needs planning and provide families with tailored solutions and peace of mind. Together, we are committed to empowering individuals with disabilities and their families to navigate their unique journeys with confidence.

Picture of Chloe Renshaw, Special Needs Planner. Warm smiling face. Chloe provides personalized special needs planning services.

Education and Credentials

  • Certified Arizona Legal Document Preparer #82133– Arizona Supreme Court
  • Paralegal Certificate – University of Arizona
  • Bachelor’s Degree in Philosophy – University of Southern Indiana

Professional Affiliations

  • Member, Supported Decision-Making Agreements Advisory Committee – The ARC of Arizona
  • Member, Arizona Paralegal Association
  • Associate Member, Maricopa County Bar Association, Paralegal Division
  • Member, Arizona Association of Independant Paralegals

Experience

  • Regular Speaker, Special Needs Planning Educational Workshops – City of Mesa Adaptive Recreation Department and other organizations
  • Invited Speaker, Mesa School District Transition Department meetings and events
  • Extensive experience conducting workshops and guiding families through the special needs planning process, offering practical, compassionate personalized special needs plans tailored to individual needs
Bart Stevens looking into the camera. Showing he is a kind, relatable person. Very experienced with special needs planning.

About Bart Stevens

Founder, Bart Stevens Special Needs Planning, LLC and The Special Needs Planning Institute. Established in 1993, Bart Stevens Special Needs Planning, LLC, was the first company in Arizona dedicated exclusively to providing Special Needs Planning Services. Bart has since expanded services nationwide, offering tailored guidance to families and individuals with special needs.

Credential and Professional Affiliations

  • Past Fellow of the National Institute on Life Planning for Persons with Disabilities
  • Past Arizona State Director – Estate Planning for Persons with Disabilities
  • Arizona Certified Legal Document Preparer (AzCLDP)
  • Associate Member: Arizona Bar Association and Maricopa County Bar Association

Contributions and Leadership

  • Member, Board of Directors and Advisory Board – STARS
  • Committee Member, AZ Dept. of Economic Security Guardianship Work Group
  • Author: The Beginner’s Guide to Special Needs Planning

Speaking Engagements

Bart has presented at numerous national and regional conferences, including:

  • Autism Society of America National Conference
  • National Down Syndrome Society and Congress
  • The Arc, the Epilepsy Foundation, and the World Congress on Disabilities
  • SARRC (Southwest Autism Research & Resource Center)
  • Crecer Con Amor AZ State Conference
  • YMCA Law Day
  • Arizona State University Special Education Teachers Program

Published Works

  • Articles featured in:
    The Advocate (Autism Society of America newsletter)
  • Exceptional Parent Magazine
  • Paraplegia News

Interviewed by:

  • The New York
  • Sunday Times
  • Mature Outlook Magazine
  • Kiplinger Reports
  • The Washington Times
  • The Chicago Tribune
  • The Arizona Republic

Professional Presentations

Bart regularly speaks to professional organizations, including:

  • Arizona College of Estate Planning Attorneys
  • Arizona and Oklahoma Departments of Developmental Disabilities
  • Certified Financial Planners Association
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Partners in Policymaking Conference
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