Planning for the Legal and Financial Future of a Loved One with Mental Illness

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. (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) and

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.