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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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
(Show others in Organization)
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. Unit 362
Tucson, AZ 85710
Address: 7739 E. Broadway Blvd. Unit 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: MHP-Nationwide
Last Updated: 4/8/2019


Kansas City, MO

Organization Name: Ascensus ABLE Consortium Trust
(Show others in Organization)
Address: P O Box 219603
Kansas City, MO 64121-9781
Toll Free Phone: 888-609-8915
Eligibility: Disability was present before age 26 meet criteria to be eligible for SSI or SSDI or obtained a disability certification, including a physician’s diagnosis, that the individual meets certain severity of disability criteria.
Services Provided: With RI's ABLE, you can save for qualified disability expenses without losing your eligibility for certain assistance programs, like SSI and Medicaid. The earnings on your investments are federally tax-deferred and tax-free, if used for qualified disability expenses.
Provider Profiles: The Member Plan is sponsored by the state of Rhode Island and administered by the Executive Office of Health and Human Services (EOHHS) and the State Investment Commission. The Member Plan is one of the qualified ABLE plans issued by the Ascensus ABLE Consortium Trust. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services. The Member Plan offers a series of investment options within the Ascensus ABLE Consortium Trust. The Member Plan is intended to operate as a qualified ABLE plan to be used only to save for Qualified Disability Expenses, pursuant to the Section 529A of the U.S. Internal Revenue Code, as amended.
Original Source: Rhode Island Dept of Health, Office of Special Needs
Last Updated: 6/28/2018