Estate Planning Attorneys
Our team of certified legal nurses and clinical experts offer unparalleled expertise to assist estate and wealth planning attorneys and professionals in executing legal directives that foster peace of mind for their clients.
Services
Navigating Special Needs Trust (SNT)
A SNT is a specific vehicle that helps to protect the assets of a child or adult with a physical, mental health, or intellectual disability. The assets in the Trust are used for the benefit of the individual with a disability to improve his or her quality of life. There are rules and restrictions on a SNT that allow for the continuation of government benefits. Our team is very experienced in working with SNT clients.
Wills
Language provided to document the resources to be identified and directed to a Special Needs Trust on behalf of the named client/child.
Guardianship
Make recommendations on custodianship and financial matters to benefit the long-term interests of the client.
Medicaid Review
Review and confirm that Medicaid payback is accurate after death of the beneficiary.
Advanced Directives
Language provided to document the resources to be identified and directed to a Special Needs Trust on behalf of the named client/child.
Funeral Expenses
Coordinate and manage funeral preferences, logistics, and expenses.
Additional Services to Support Estate Planning Attorneys:
Life Care Planning
Legal Nurse Consulting
Navigation of Insurance & Government Benefits
Coordination with Full Care Team: Client, Medical, Financial & Legal