Estate & Future Planning

Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime. (AIRS Estate Planning Assistance FT-2700)

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Disclaimer...
Note: Service listings do not represent a recommendation or endorsement by the Medical Home Portal staff or its sponsoring organizations; nor do they reflect any assessment of the quality or value of a listed Service.

ID (1)

Coeur D Alene (1)

Nationwide (2)

ID

Coeur D Alene, ID

Idaho Fiduciary Services

Coeur D Alene, ID 83816
Phone: 208-664-6068

Service Categories:

Address: Coeur D Alene, ID 83816

Phone: 208-664-6068

Service Categories:

Services Provided: Payee's for clients unable to pay their bills, help keep records. consulting, conservatorships, limited, trusts and estates; concierge services

Original Source:	Idaho Careline 211
Last Updated:	10/30/2018

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Nationwide

MetLife's MetDesk, Metropolitan Life Insurance Company

200 Park Avenue
New York, NY 10166

Service Categories:

blog.metlife.com/money/special-needs-families/01-11-2016

Organization Name: Metropolitan Life Insurance Company

Address: 200 Park Avenue
New York, NY 10166

Toll Free Phone: 800-638-5433

Service Categories:

URL: https://blog.metlife.com/money/special-needs-families/01-11-2016

Services Provided: MetDESK helps families who have children and other dependents with special needs through the maze of legal and financial complexities surrounding planning for the future: how to protect eligibility for important government benefits such as Supplemental Security Income (SSI) and Medicaid; and ways in which special needs trust can provide lifetime care while still preserving government benefit eligibility. Trusts, guardianship, financial planning, selecting appropriate funding vehicles to fund special needs trusts, including life insurance; and choosing a trustee, guardian or conservator.

Original Source:	MedHome Portal
Last Updated:	8/1/2018

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Special Needs Alliance- National

7739 E. Broadway Blvd. Unit 362
Tucson, AZ 85710

Service Categories:

www.specialneedsalliance.org/

Address: 7739 E. Broadway Blvd. Unit 362
Tucson, AZ 85710

Toll Free Phone: 877-572-8472

Service Categories:

URL: https://www.specialneedsalliance.org/

Services Provided: The Special Needs Alliance is a national organization comprised of attorneys committed to helping individuals with disabilities, their families and the professionals who serve them. Many of our members have loved ones with special needs; all of them work regularly with public benefits, guardianships / conservatorships, planning for disabilities and special education issues. They collaborate with advocates throughout the special needs community to improve quality of life for individuals with disabilities.
SNA Practice Areas and Services:
Special Needs Trusts and Wills
Medicaid, SSI and Entitlement Program Eligibility
Estate, Trust and Tax Planning for Individuals with Disabilities and their Families
Financial Planning and Legal Assistance for Individuals with Disabilities
Guardianships and Conservatorships
Assistance with Personal Injury/Medical Malpractice Settlements
Trust and Estate Distributions and Fiduciary Accountings
Estate and Trust Administration
Health Care Decisions and Advance Directives

Original Source:	MHP-Nationwide
Last Updated:	4/8/2019

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