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.
Disclaimer...
Note: Service listings do not represent a recommendation or endorsement by the Medical Home Portal staff or its sponsoring organizations; nor do they reflect any assessment of the quality or value of a listed Service.

UT (3)

Salt Lake City (3)

Nationwide (2)

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:

www.jhpplanning.com/

Address: 5505 South 900 East, Suite 120
Salt Lake City, UT 84117

Phone: 385-388-4386

Service Categories:

URL: http://www.jhpplanning.com/

Services Provided: Expertise with special needs trusts.

Provider Profiles: Fee-based Financial Planning

Original Source:	MedHome 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:

www.massmutual.com/planningtools/additional-resources/special-needs/special-care

Organization Name: MassMutual Intermountain West

Address: 6330 South 3000 East, Suite 600
Salt Lake City, UT 84121

Phone: 801-943-6277

Service Categories:

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.

Original Source:	MedHome 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:

www.specialneedsalliance.org/

Address: 1135 East South Temple
Salt Lake City, UT 84102

Toll Free Phone: 877-572-8472

Service Categories:

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

Original Source:	MedHome Portal
Last Updated:	8/1/2018

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Nationwide

MetLife's MetDesk, Metropolitan Life Insurance Company

200 Park Avenue
New York, NY 10166

Service Categories:

blog.metlife.com/money/special-needs-families/01-11-2016

Organization Name: Metropolitan Life Insurance Company

Address: 200 Park Avenue
New York, NY 10166

Toll Free Phone: 800-638-5433

Service Categories:

URL: https://blog.metlife.com/money/special-needs-families/01-11-2016

Services Provided: MetDESK helps families who have children and other dependents with special needs through the maze of legal and financial complexities surrounding planning for the future: how to protect eligibility for important government benefits such as Supplemental Security Income (SSI) and Medicaid; and ways in which special needs trust can provide lifetime care while still preserving government benefit eligibility. Trusts, guardianship, financial planning, selecting appropriate funding vehicles to fund special needs trusts, including life insurance; and choosing a trustee, guardian or conservator.

Original Source:	MedHome Portal
Last Updated:	8/1/2018

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Special Needs Alliance- National

7739 E. Broadway Blvd. Unit 362
Tucson, AZ 85710

Service Categories:

www.specialneedsalliance.org/

Address: 7739 E. Broadway Blvd. Unit 362
Tucson, AZ 85710

Toll Free Phone: 877-572-8472

Service Categories:

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

Original Source:	MHP-Nationwide
Last Updated:	4/8/2019

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