No cost initial briefing at your home or office

Includes all work necessary to design and implement a specialized plan for you and your child. We have our own experienced attorneys or will work with your current counsel or financial team.
(Legal costs are extra and are quoted on an individual basis)
 

• Current plan review
• Estate and financial plan design and implementation
• Guardianship review
• Special needs trust funding analysis
• Social Security Benefit Review
• Transition plan analysis
• Extended family gifting or inheritance review.

Financial and Consulting Services:

• Special needs financial analysis with trust funding target
• Special needs funding integration into family financial/retirement plan
• Insurance coordination planning
• Long-term residential placement analysis
• Divorce Consultation/Mediation
• Residential Placement Analysis