Have you asked anyone to serve as a Guardian, Conservator or Trustee?
Do you understand all the available government benefit programs for basic care and supervision?
Have you identified resources to fund the future needs of the person with special needs?
Do you have a properly drafted Special Needs Trust that will protect and manage assets provided for the person’s lifetime?
There are several types of Special Needs Trusts, is your trust the correct type for your intended purpose?
Do you have current Wills? Does the Will name the person with special needs as a direct beneficiary?
Is the person with special needs named as a direct beneficiary in your life insurance, annuities, 401(k) or IRA?
Have monies been paid directly to the person with special needs from a structured settlement because of an accident or malpractice suit?
Is your Special Needs Trust approved for compliance with Social Security and Medicaid?
Have you made final arrangements for the person with special needs?
Have you met with relatives and friends to let them know about your plan?
Have you reviewed your plan in the last year?
Do you feel you have done everything possible for your person with special needs to ensure their supervision, security, care and quality of life?
“David is a warm and reassuring partner in a sensitive and deeply personal process. He makes the process easy and stress-free and is extremely knowledgeable about his expertise. He is accessible and responsive and provides a strong guiding hand. I sleep better at night knowing things are in order for my son.”