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
http://namipamainline.org/estate-planning-more-than-just-a-will/

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.
www.md-council.org (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)
http://markrusselllaw.com/ and
http://www.amazon.com/Planning-Future-Providing-Meaningful-Disability/dp/0912891203

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.
http://www.nationalplanalliance.org/

The ARC
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.
http://www.thearc.org/what-we-do/programs-and-services/special-needs-trusts

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