Prepared by NAMI PA, Main Line
Helpful sources of information include:
National Alliance on Mental Illness: 800-950-NAMI (6264)
Special Needs Estate Planning Guidance System, including state specific considerations.
Website also has links to relevant professional resources
Maryland Developmental Disabilities Council
Website includes a thorough consideration of all aspects of estate planning including government, financial and health benefits, financial planning and trusts.
www.md-council.org (click on Publications and Reports and then, Planning Now)
L. Mark Russell et al., Planning for the Future (American Publishing Company; updated regularly, so look for most recent edition)
PLAN (Planned Lifetime Assistance Network)
Provides fee-for-service case management, personal care planning for the future, representative payee service, and special-needs trust services.
Trustee services including a pooled trust option for families seeking an affordable way to set aside assets into a trust without losing eligibility for government benefits.