Resources for Professionals & Advisors

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Our goal is to put your client's mind at ease.

Our mutual clients deserve the most comprehensive and effective Estate Plan and that’s why we believe in a team approach.

Select your profession below to learn how we can help.

If you have a client that may receive settlement proceeds or inheritances, there are several areas where we can help.

We are experienced in helping Attorneys with:

Understanding the ins and outs of Medicaid and asset protection planning.
Providing strategic planning options during mediation or settlement proceedings.
Creating a Special Needs Trust for settlement proceeds to supplement government assistance and strengthen a client's quality of life.
Providing the correct documents a client needs to avoid guardianship in case of their mental incapacity during a lawsuit.
Establishing a guardianship to assist in a lawsuit involving a minor client or incapacitated adult without a Durable Power of Attorney.
Giving direction for settlement proceeds to a spouse or minor child's derivative claim when they receive public assistance benefits and helping preserve government eligibility.
Upholding ethical obligations to the client, the Medicaid collection agency, and the Center for Medicare & Medicaid Services.

Attorneys are welcome to contact or call us at (781) 871-7526 to discuss how we can work together to serve your clients.

For the future of our mutual clients, we work with Financial Planners to create a comprehensive estate plan.

We are experienced in helping Financial Professionals with:

Providing guidance for clients receiving public assistance.
Determining the appropriate legal documents clients need to avoid guardianship in case of incapacitation.
Figuring out the facts about Medicaid and long-term care planning.
Utilizing a Special Needs Trust for a disabled child or adult and explaining the benefits of the trust
Learning the basics of different trusts (revocable, irrevocable, special needs) and how they are administered to protect a client's assets.
Showing how Medicare and long-term care insurance work with long-term care planning.
Teaching clients about ways to avoid probate and why it is advantageous to do so

Financial Planners are welcome to contact or call us at (781) 871-7526 to discuss how we can work together to serve your clients.

Health Care Professionals can consider us a resource to help them as they assist their clients with many important decisions.

We provide guidance to Health Care Professionals with:

Giving the facts on Medicaid eligibility and asset protection.
Providing updates on the proper use of advance directives.
Educating on how advance directives are used for a terminal patient in a persistent vegetative state or end-stage condition.
Advising on the responsibilities to a patient under the Patient Self Determination Act.
Explaining the legal proceedings that can assist incapacitated or disabled people with their medical and financial decision-making.
Teaching about how health care proxies work before a family needs to petition for guardianship for an incapacitated patient.
Providing knowledge on Health Insurance Portability and Accountability Act (HIPAA) and how it protects privacy rights.

Health Care Professionals are welcome to contact or call us at (781) 871-7526 to discuss how we can work together to serve your clients.

1415 Hanover Street
Hanover, MA 02339
(781) 871-PLAN (7526)