Family Advisory Services
Special Needs or Income Trust Establishment
- Fact finding meeting and completion of the Special Needs Trust Questionnaire.
- Meet with attorney to discuss possible legal solutions to facilitate family needs and desires.
- Schedule initial attorney appointment for family participation.
- Continued inclusion and facilitation throughout the legal document development process.
- Filing of SS-4 with IRS.
- Meeting to discuss family financial goals as they relate to special needs issues.
- Completion of Confidential Financial Quesionnaire.
- Comprehensive review of existing financial documents to ensure seamless transfer of assets identified by the family to coincide with trust(s), legal family documents and Medicaid.
- Review and discuss possible funding solutions.
- Develop and present solution illustrations.
- Complete and submit all application paperwork.
- Arrange for physical exams if necessary.
- Delivery and review of all policies/products upon completion.
- Continued monitoring of funding solutions to ensure future Medicaid eligibility.
