Planning for the Legal and Financial Future of a Loved One with Mental Illness

Prepared by NAMI PA, Main Line

Helpful sources of information include:

NAMI PA, Main Line:  267-251-6240
Estate Planning – More Than Just a Will – An informative overview of estate planning, which is especially helpful if you have a loved one with mental illness or another disability

Maryland Developmental Disabilities Council
Website includes a thorough consideration of all aspects of estate planning including government, financial and health benefits, financial planning and trusts. (click on Publications and Reports and then, Planning Now)

L. Mark Russell et al., Planning for the Future (American Publishing Company; updated regularly, so look for most recent edition) and

PLAN (Planned Lifetime Assistance Network)
Provides fee-for-service case management, personal care planning for the future, representative payee service, and special-needs trust services.

Trustee services including a pooled trust option for families seeking an affordable way to set aside assets into a trust without losing eligibility for government benefits.

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