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800-336-4529 618-985-4529
This guide contains clear, straightforward information on special needs trusts and how they can assist your disabled client in preserving the money they are to receive from a personal injury award, inheritance, etc so they can qualify for or continue to receive Medicaid, SSI, or other public benefits.

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Advisor's Guide to Special Needs Planning

Advisor's Guide to Special Needs Planning


This guide is available for attorneys, financial professionals, and other advisors who represent a client who:

is disabled, and who

  • has won or may eventually receive a settlement or judgement in a personal injury, medical malpractice, wrongful death, workman's compensation, or other similar case, or
  • is entitled to a legacy or bequest in an estate, or
  • is the beneficiary of a trust, or
  • is the recipiemt of a payable on death or transfer on death account, or
  • is a ward in a guardianship proceeding, or
  • is involved in a dissolution of marriage or support action, or
  • has or may eventually receive anything of value which may disqualify the client from receiving or continuing to receive Medicaid, Supplemental Security Income (SSI, Section 8 housing, or any other type public benefit which the client is or may be entitled.

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Physical Address
1808 Clark Street, Carterville, Illinois 62918
Phone: 618-985-4529
Toll Free: 800-336-4529

Mailing Address
1808 Clark Street
Carterville, Illinois 62918
Phone: (618) 985-4529