Asset preservation, including First-Party Special Needs Trusts (d4A trusts) and Third-Party Special Needs Trusts
Benefits planning, including Medicaid, Medicare, SSI/SSDI/CDB, and maximizing Social Security retiree benefits
Disability and incapacity planning, including guardianships, conservatorships, and powers of attorney
Comprehensive care planning that addresses care needs such as transportation, housing, home care, employment, and volunteer opportunities
Multiple aspects of planning for the needs of elder parents who have adult children with disabilities
Advising of trustees of special needs trusts