The Aging and Disability Resource Center (ADRC) of Dane County provides information about resources and support on all aspects of life related to aging or living with a disability. The ADRC is a one-stop shop for older adults, people with disabilities and their caregivers and families. ADRC staff are unbiased and knowledgeable professionals who listen to your concerns, help clarify your options and direct you to appropriate resources. The ADRC is also the access point for information about long-term care options and applying for public benefits. Services provided by the ADRC are free and available to all Dane County residents regardless of income or assets.
Carrie Schmidt at Equanimity Wealth Planning and Investments does financial planning for families with special needs, ABLE education and establishment, and special needs trust funding.
Financial planning for families with Special Needs, ABLE Education and establishment, Special Needs Trust funding.
Cedric Kostelyna brings a background in education to his legal practice. His teaching experience allows him to understand the unique needs of diverse families and individuals. His previous role at a nationwide family law firm provided him with the skills to guide families towards collaborative solutions, and when necessary, to litigate aggressively. In every case, Cedric advocates for putting the child’s rights and well-being as the paramount consideration.
Practice Areas
Child Custody, Placement, and Support
Divorce and Dissolution
Paternity
Foster Parent Rights
Grandparent Rights
Guardian Ad Litem Appointments
Guardianship
School Law
Adoption
Life and Estate Planning
Probate
Marital Property and Cohabitation Agreements
Oregon: 602 Pleasant Oak Dr., Oregon, WI 53575
Planning ahead can help guide a person with an intellectual or developmental disability (I/DD) to lead a good life as independently as possible. A plan is important throughout all stages of life and especially in the future after the parent or caregiver is no longer able to provide support. To better serve families and individuals with I/DD in future planning, “Build Your Plan”® is a tool that enables families to create accounts and begin to build their plans within the Center.
Monona WI 53716
Many families have disabled children or other beneficiaries who are or will require governmental assistance to meet their medical and basic living needs. Our attorneys are well-versed in the complex laws and regulations that govern an individual’s right to receive Medicaid and/or Supplemental Security Income (“SSI”) benefits.
These laws and regulations must be considered when preparing an estate plan that will benefit disabled beneficiaries who receive these types of benefits.
We can assist individuals and families with the drafting of an estate plan that will allow an individual who receives public benefits to continue to receive those benefits upon the receipt of an inheritance. We also advise individual and corporate fiduciaries on administration issues relating to special needs trusts, to ensure that an individual’s benefits are not jeopardized.
Madison, WI 53718
Special Needs Planning
Planning for the care and support of family members with special needs encompasses planning for living, vocational, and financial support.
Planning for the care and support of someone with special needs encompasses arrangements for living, vocational, and financial support. We can assist you with a plan for the ongoing future support for yourself or a loved one with a disability. This planning may include the use of a special needs trust, certain other legal documents, and possibly court proceedings to provide for the needs and wellbeing of the individual with disabilities. We guide individuals and families of various circumstances, to customize a plan with the right balance of independence, protection, and assistance.
Kristi Baker has advocated for children in challenging circumstances throughout her life, first as a volunteer, volunteer coordinator, and foster parent, and now as an attorney. Kristi focuses her law practice on providing permanency and educational support to children. She does this as a fair, compassionate, and zealous voice for her clients in special education and expulsion matters, guardianships, guardian ad litem appointments, foster parent and grandparent rights cases, and voluntary CHIPS matters. She also helps families in divorce and paternity matters. She especially enjoys assisting with name changes and gender marker corrections for her transgender clients. For this hard work, she was recognized by Super Lawyers as a Rising Star in 2020, 2021, and 2022.
Practice Areas:School Law (including IEPs and expulsion)GuardianshipGrandparent RightsGuardian Ad Litem AppointmentsFoster Parent RightsCHIPSDivorce and DissolutionChild Custody, Placement, and SupportPaternityAdoptionLGBTQ+ Family LawTransgender Law
Oregon: 602 Pleasant Oak Dr.m Oregon, WI 53575
Every child must graduate feeling hopeful about their future and ready for further educationalopportunities and the workforce. It is our mission to prepare Wisconsin’s students to become contributing members of their communities and the world by connecting youth to the resources necessary for a successful transition. For students with disabilities, this can be accomplished with comprehensive advance planning for life after high school. The purpose of this interagency handbook, Opening Doors: A Guide to Adult Services, is to assist youth and their families to navigate through this planning process.
Click on the website link below to access this resource.
Special Needs Planning, LLC was founded in service to families of children, or other dependents, with special needs. We can help you shepherd your family through the maze of legal and financial complexities that are often associated with planning for the financial future of children, or other dependents, with special needs.
Wauwatosa, WI 53226