Planning for care. For life.

Cures Act Improves Special Needs Trust Flexibility

Special Needs Trusts are a great financial and legal planning tool for individuals with disabilities. By placing funds in a special needs trust, third parties and family members can ensure their loved one with a disability can maintain federal and state disability benefits while still achieving a high quality of life using private funds. The … Continue reading Cures Act Improves Special Needs Trust Flexibility

Case Study – An Immediate Return on Investment

Summary: An initial investment of $2000 in NCA consulting services resulted in over $11,000 in back Social Security benefits paid and ongoing Social Security payments of $770/month from this point forward for the client. In addition, a comprehensive Special Needs Plan was created for this family, specific to their quality of life vision for all … Continue reading Case Study – An Immediate Return on Investment

A Winning Strategy: The Special Needs Trustee and Family Team

For individuals with special needs that are fortunate to have a Special Needs Trust fund, there can be challenges to the relationship between primary family caregivers and the trustee.  There is a shared common goal to make sure that the beneficiary of the Special Needs Trust is afforded the best possible quality of life throughout … Continue reading A Winning Strategy: The Special Needs Trustee and Family Team