Planning for care. For life.

Reaching Settlement – Future Care Cost Projection

Adam Earl

Reaching Settlement – Future Care Cost Projection

Personal injury attorneys are approached daily by potential clients with claims of accident and injury. Vetting cases to review the scope of an injury, the potential liability and the value of the...

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National Care Advisors named to the 2018 Inc 5000 List!

Adam Earl

National Care Advisors named to the 2018 Inc 5000 List!

We are excited to announce that National Care Advisors has been named to the 2018 Inc. 5000 list of the fastest-growing private companies in America. This position was earned based on the...

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Maximizing Medicaid Waiver Support

Eiszel Le

Maximizing Medicaid Waiver Support

Summary:

National Care Advisors was engaged by a bank trustee partner to assist a client who suffered a traumatic brain injury. The client had been awarded 50 hours per month of support services...

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Valuing, Preserving, and Maximizing Third Party Benefits

Adam Earl

Valuing, Preserving, and Maximizing Third Party Benefits

Providing care for individuals with special medical needs can be extremely expensive. Visits to medical providers, medications, home health care, durable medical equipment and other costs add up...

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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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New School, New Beginning – A Case Study

Kristen Sabo

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...

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Cures Act Improves Special Needs Trust Flexibility

Adam Earl

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...

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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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A Winning Strategy: The Special Needs Trustee and Family Team

Ann Koerner

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...

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