Special Needs Planning

Through the MetLife Center of Special Needs Planning our mission is to help families plan for the future of their dependents with special needs, including preserving government benefits and providing financial solutions that can help provide lifetime quality care. The planning process begins with a complete review of your dependent's needs, future care plans, assessment of government benefit eligibility, and finally a review of your family's current financial and legal plans. Critical areas that must be addressed are:

• Government benefit eligibility requirements for Supplemental Security Income (SSI) and Medicaid

• Types of special needs trusts and knowing which are right for you

• Guardianship, conservatorship and client self-determination and empowerment issues

• Appropriate funding vehicles to help guarantee your child's future quality of life

Jeredith Nolan, our Special Needs Planner in Western New York, presents an educational workshop titled “Your Dependent with Special Needs – Making their Future More Secure,” which addresses all the issues listed above and is available to your organization, parent support group, school or business at no cost. Please contact Jeri for more information or scheduling.

For more information please contact our Special Needs Planners:

• Jeredith Nolan, CLTC, LUTCF (Western New York)

• Richard Cote, CLU, ChFC (Central New York)