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)

If you know of a Service that should be listed but isn't, please Suggest a New Provider. If you find errors in a listing, please let us know by using the "Suggest an Edit" form on the provider's detail page.
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.

UT

Salt Lake City, UT

825 North 300 West #W306
Salt Lake City, UT 84103
Phone: 801-533-0203
Address: 825 North 300 West #W306
Salt Lake City, UT 84103
Phone: 801-533-0203
Fax: 801-533-0206
Eligibility: For direct guardianship services they need to have approval from the agency
Wheelchair Accessible: Complete
Services Provided: Guardianship Associates of Utah (GAU) provides direct Guardianship, Conservator, and Trust services to individuals who have been deemed by a court of law to be incapacitated, incompetent, or legally disabled. GAU contracts directly with the Office of Public Guardian in the State of Utah to provide services to individuals.
Provider Profiles: Those seeking guardianship of a child who has been disabled prior to 18, a new statute that went into place on May 10, 2016 allows for those children to no longer need legal representation.
Original Source:
Last Updated: 3/15/2018
5505 South 900 East, Suite 120
Salt Lake City, UT 84117
Phone: 385-388-4386
Service Categories:
Address: 5505 South 900 East, Suite 120
Salt Lake City, UT 84117
Phone: 385-388-4386
Service Categories:
Services Provided: Expertise with special needs trusts.
Provider Profiles: Fee-based Financial Planning
Original Source:
Last Updated: 6/26/2017
6330 South 3000 East, Suite 600
Salt Lake City, UT 84121
Phone: 801-943-6277
Service Categories:
Organization Name: MassMutual Intermountain West
Address: 6330 South 3000 East, Suite 600
Salt Lake City, UT 84121
Phone: 801-943-6277
Service Categories:
Languages Spoken: Spanish Services Available
Services Provided: MassMutual's Special Care program takes a team approach to help ensure proper life care planning for the future of a person with a disability or other special need. A Special Care Planner1 or MassMutual Financial Professional with the Chartered Special Needs Consultant® (ChSNC) designation2 can work with you and your professional advisors – your banker, accountant or financial planner, lawyer, social workers and health care providers – to review your financial picture and offer options that make sense for your situation.
Original Source:
Last Updated: 6/21/2017
Address: 1135 East South Temple
Salt Lake City, UT 84102
Toll Free Phone: 877-572-8472
Services Provided: The Special Needs Alliance member attorneys work regularly with public benefits, guardianships/ conservatorships, planning for disabilities and special education issues, much on a volunteer basis.
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.
Provider Profiles: See educational resources on website.
See Locate an Attorney page to search for legal expertise by state.
In Utah:
Calvin C. Curtis, CELA, Attorney at Law, PLLC
calvin@curtiselderlaw.com
http://www.curtiselderlaw.com/
1135 East South Temple
Salt Lake City, UT 84102
Tel: (801)534-4430
Fax: (801)534-4431
Original Source:
Last Updated: 8/1/2018

Nationwide

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:
Last Updated: 8/1/2018
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:
Last Updated: 8/1/2018