Estate & Future Planning

Description: 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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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.

Organization Name: Metropolitan Life Insurance Company
Address: 200 Park Avenue
New York, NY 10166
Toll Free Phone: 800-638-5433
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
7739 E. Broadway Blvd. #362
Tucson, AZ 85710
Address: 7739 E. Broadway Blvd. #362
Tucson, AZ 85710
Toll Free Phone: 877-572-8472
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: MedHome Portal
Last Updated: 8/1/2018