Some families may not want to complete a Comprehensive Special Needs Financial Life Plan, Needs Analysis Planning or Government Benefit Planning, but would like to engage M&L for their expertise and guidance in some of the basics of special needs planning; for example–

• reviewing existing documents
• making recommendations for necessary legal and directives documents
• beneficiary designations for all resources and/or assets such as retirement, insurance, investment and college portfolios
• guardianship and/or less restrictive alternatives
• concerns with tax and estate planning when dealing with special needs

Many families hire M&L for their expertise and guidance in transitioning and /or residential planning. With regards to transition planning M&L can provide guidance and direction with some of the better post secondary options and independent living programs in the country.

M&L possesses considerable experience evaluating existing special needs planning documents, especially in the role of providing a second opinion at critical decision points such as funding for services, guardianship, government eligibility, transitioning and/or residential living.

Please note we are not attorneys. We work with an expert group of attorneys who specialize in special needs planning. Fees related to creating legal documents, advance directives, special needs trusts, applying for guardianship and pursuing payments for government benefits, etc. are billed separately by the law firm.