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Estate & Future Planning

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Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime. (AIRS Estate Planning Assistance FT-2700)

If you know of a Service that should be listed but isn't, please Suggest a New Provider. If you find errors in a listing, please let us know by using the "Suggest an Edit" form on the provider's detail page.

UT (3)


Salt Lake City(3)


Nationwide (1)


UT

Salt Lake City, UT

Jaron H. Poulson, CFP, Financial Planning
5505 South 900 East, Suite 120
Salt Lake City, UT 84117
 Phone: 385-388-4386
Service Categories:
Address:
5505 South 900 East, Suite 120
Salt Lake City, UT 84117
Phone: 385-388-4386
Service Categories:
Estate & Future Planning
URL: http://www.jhpplanning.com/
Services Provided: Expertise with special needs trusts.
Provider Profiles: Fee-based Financial Planning
Source: Medical Home Portal
Last Updated: 6/26/2017
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MassMutual Special Care, MassMutual Intermountain West
6330 South 3000 East, Suite 600
Salt Lake City, UT 84121
 Phone: 801-943-6277
Service Categories:
Organization Name: MassMutual Intermountain West
(Show others in Organization)
Address:
6330 South 3000 East, Suite 600
Salt Lake City, UT 84121
Phone: 801-943-6277
Service Categories:
Estate & Future Planning
URL: http://www.massmutual.com/planningtools/additional-resources/special-needs/special-care
Languages Spoken: Spanish Services Available
Services Provided: MassMutual's Special Care program takes a team approach to help ensure proper life care planning for the future of a person with a disability or other special need. A Special Care Planner1 or MassMutual Financial Professional with the Chartered Special Needs Consultant® (ChSNC) designation2 can work with you and your professional advisors – your banker, accountant or financial planner, lawyer, social workers and health care providers – to review your financial picture and offer options that make sense for your situation.
Source: Medical Home Portal
Last Updated: 6/21/2017
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Special Needs Alliance - Utah
1135 East South Temple
Salt Lake City, UT 84102
Service Categories:
Address:
1135 East South Temple
Salt Lake City, UT 84102
Toll Free Phone: 877-572-8472
Service Categories:
Estate & Future Planning
Guardianship
Specialized Information Resources
URL: http://www.specialneedsalliance.org/
Services Provided: The Special Needs Alliance member attorneys work regularly with public benefits, guardianships/ conservatorships, planning for disabilities and special education issues, much on a volunteer basis.
SNA Practice Areas and Services: Special Needs Trusts and Wills; Medicaid, SSI and Entitlement Program Eligibility; Estate, Trust and Tax Planning for Individuals with Disabilities and their Families. Financial Planning and Legal Assistance for Individuals with Disabilities: Guardianships and Conservatorships; Assistance with Personal Injury/Medical Malpractice Settlements; Trust and Estate Distributions and Fiduciary Accountings; Estate and Trust Administration; Health Care Decisions and Advance Directives.
Provider Profiles: See educational resources on website.
See Locate an Attorney page to search for legal expertise by state.
In Utah:
Calvin C. Curtis, CELA, Attorney at Law, PLLC
calvin@curtiselderlaw.com
http://www.curtiselderlaw.com/
1135 East South Temple
Salt Lake City, UT 84102
Tel: (801)534-4430
Fax: (801)534-4431
Source: Medical Home Portal
Last Updated: 8/1/2018
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Nationwide

Special Needs Alliance- National
7739 E. Broadway Blvd. Unit 362
Tucson, AZ 85710
Service Categories:
Address:
7739 E. Broadway Blvd. Unit 362
Tucson, AZ 85710
Toll Free Phone: 877-572-8472
Service Categories:
Estate & Future Planning
Guardianship
URL: https://www.specialneedsalliance.org/
Services Provided: The Special Needs Alliance is a national organization comprised of attorneys committed to helping individuals with disabilities, their families and the professionals who serve them. Many of our members have loved ones with special needs; all of them work regularly with public benefits, guardianships / conservatorships, planning for disabilities and special education issues. They collaborate with advocates throughout the special needs community to improve quality of life for individuals with disabilities.
SNA Practice Areas and Services:
Special Needs Trusts and Wills
Medicaid, SSI and Entitlement Program Eligibility
Estate, Trust and Tax Planning for Individuals with Disabilities and their Families
Financial Planning and Legal Assistance for Individuals with Disabilities
Guardianships and Conservatorships
Assistance with Personal Injury/Medical Malpractice Settlements
Trust and Estate Distributions and Fiduciary Accountings
Estate and Trust Administration
Health Care Decisions and Advance Directives
Source: MHP-Nationwide
Last Updated: 4/8/2019
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