Planning for care. For life.

The Most Challenging Special Need - Mental Illness

Ann Koerner

The Most Challenging Special Need - Mental Illness

"My daughter/son is brilliant - why can't she/he make better decisions?"

With over 30 years of nursing and special needs case management experience, I have come to anticipate this statement from...

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Navigating Through Divorce – Complex Medical Challenges and Special Needs Planning

Ann Koerner

Navigating Through Divorce – Complex Medical Challenges and Special Needs Planning
 

Current statistics in the United States support that approximately 50% of all married couples will someday consider or go through a divorce. Unfortunately, if a family has a child, spouse or close...

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Preventing Costly Medical Equipment, Supplies and Adaptive Technology Mistakes

Ann Koerner

Preventing Costly Medical Equipment, Supplies and Adaptive Technology Mistakes
 

A common observation when our nurse consultants visit a client home is that there is usually a closet or other storage area in the home full of unused equipment, supplies, and adaptive equipment.

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The Coronavirus Pandemic – A Practical Approach

Ann Koerner

The Coronavirus Pandemic – A Practical Approach
 

As the pandemic continues, it is easy to get caught up in the statistics and the confusion of the various state-specific phased plans and rules for easing the lockdown.

More and more, people are...

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Reflecting on a Crisis – What We’ve Learned So Far

Ann Koerner

Reflecting on a Crisis – What We’ve Learned So Far
 

We know the best organizations are always adapting and learning. This pandemic has taught us all some valuable lessons:

  1. Empathy – Clients have expressed an interesting perspective regarding the...
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Economic Turbulence – Minimizing Risk for Trustees and Fiduciaries

Ann Koerner

Economic Turbulence – Minimizing Risk for Trustees and Fiduciaries
 

There are lessons learned from the 2008 economic downturn that are applicable today, given our turbulent economic situation. Lawsuits originated from that time period specific to Trustee and...

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COVID-19 Update from NCA

Ann Koerner

COVID-19 Update from NCA
 

To our clients, friends and colleagues:

I write amid unprecedented times for us all. The rapid spread of COVID-19 has disrupted every aspect of daily life, causing uncertainty and anxiety across...

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The Value of Work, and Preserving Benefits

Ann Koerner

The Value of Work, and Preserving Benefits
 

For individuals with special needs, the transition to adulthood can be especially daunting because of vocational challenges and management of essential disability benefits.

Upon completion of...

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Client with Mental Illness and A Diminishing Family Trust

Ann Koerner

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...

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Case Study – An Immediate Return on Investment

Ann Koerner

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...

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