Planning for care. For life.

Client with Mental Illness and A Diminishing Family Trust

Summary: A bank trustee had recently run an analysis of a client’s trust funds and came to a disturbing realization: The 48-year-old man diagnosed with schizophrenia was facing rising long-term care facility costs. In addition, he did not appear to be receiving any insurance benefits and at the current spending rate, he was sure to … Continue reading Client with Mental Illness and A Diminishing Family Trust

New School, New Beginning – A Case Study

Summary: A seven year old boy and his family were referred to National Care Advisors to help support a move into a new house and school district. Because the child would be switching school districts, we provided education consultation and advocacy in conjunction with nurse case management that resulted in increased educational resources allowing for … Continue reading New School, New Beginning – A Case Study

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