Estate Planning, Supported Decision Making and Guardianship

Summary

The ADRC in Lafayette County is part of a four county consortium including the counties of Grant, Green, Iowa and Lafayette. The ADRC provides services for older adults, adults with developmental disabilities, physical disabilities, mental illness and substance abuse. The ADRC provides a single point of entry to Long Term Care Services and Information and Assistance to residents in these counties. The resource centers are the first place to go to get accurate, unbiased information to help people understand the various long term care options available to them, helps people apply for programs and benefits and serves as the access point for publicly-funded long term care.

Description of Services


The ADRC in Lafayette County is part of a four county consortium including the counties of Grant, Green, Iowa and Lafayette. The ADRC provides services for older adults, adults with developmental disabilities, physical disabilities, mental illness and substance abuse. The ADRC provides a single point of entry to Long Term Care Services and Information and Assistance to residents in these counties. The resource centers are the first place to go to get accurate, unbiased information to help people understand the various long term care options available to them, helps people apply for programs and benefits and serves as the access point for publicly-funded long term care.

Phone
608-776-4960
Address
15701 County Rd K, Suite 2, Darlington, WI 53530
Location by County/County(ies) served
Lafayette
Ages Served
18-21 years old, Adults
Funding Sources
Free
Summary

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.

Phone
Toll Free: 855-417-6892 Phone: 608-240-7400
Address
2865 N Sherman Ave, Madison WI 53704
Location by County/County(ies) served
Dane
Ages Served
Birth - 2 years old, 3-5 years old, Elementary School Age, Middle School Age, High School Age, 18-21 years old, Adults
Summary

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.

Description of Services

Financial planning for families with Special Needs, ABLE Education and establishment, Special Needs Trust funding.

Phone
608-287-3027
Address
406 Science Drive Suite 310, Madison, WI 53711
Location by County/County(ies) served
Dane
Ages Served
Adults
Funding Sources
Private Pay
Description of Services

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.

Location by County/County(ies) served
Crawford, Columbia, Dane, Grant, Green, Iowa, Lafayette, Richland, Rock, Sauk
Ages Served
Birth - 2 years old, 3-5 years old, Elementary School Age, Middle School Age, High School Age, 18-21 years old, Adults
Funding Sources
Free
Business Name
Summary

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.

Phone
(608) 244-1354
Address
5250 E. Terrace Drive, Suite 130, Madison, WI 53718
Business Name
Summary

Special Needs Planning Planning for the care and support of family members with special needs encompasses planning for living, vocational, and financial support.

Description of Services

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.

Phone
608.273.8609
Address
2924 Marketplace Dr., Ste. 102 Fitchburg, Wisconsin 53719
Summary

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.

Description of Services

Practice Areas:School Law (including IEPs and expulsion)GuardianshipGrandparent RightsGuardian Ad Litem AppointmentsFoster Parent RightsCHIPSDivorce and DissolutionChild Custody, Placement, and SupportPaternityAdoptionLGBTQ+ Family LawTransgender Law

Phone
(608) 821-8217
Address
Madison: 433 West Washington Avenue, Suite 300, Madison, WI 53703, Oregon: 602 Pleasant Oak Dr.m Oregon, WI 53575
Location by County/County(ies) served
Dane
Funding Sources
Private Pay
Description of Services


1. Resources - a vetted professional network to connect families with from Estate Planning Attorneys to Residential house cleaner and organizer.


2. Education - short video "Empowerment Sessions" sharing answers to challenging questions families have.


3. Financial Support - we provide grants to families with special needs dependents to complete their long-term planning documents like wills, trusts, special needs trusts, and other legal documents in order to secure their and their loved ones futures.

Phone
608-999-1474
Address
801 W. Verona Ave., Verona, WI 53593
Location by County/County(ies) served
Crawford, Columbia, Dane, Grant, Green, Iowa, Lafayette, Richland, Rock, Sauk
Ages Served
Birth - 2 years old, 3-5 years old, Elementary School Age, Middle School Age, High School Age, 18-21 years old, Adults
Funding Sources
Free
Summary

Nancy brings an accounting background to the practice of law, allowing her to counsel her clients regarding their legal needs with an eye toward tax planning. Nancy practices in the areas listed below.

Nancy takes great pride in building and maintaining strong client relationships, based on service and trust. Together, Nancy and her father, Jay W. Winter, served the legal needs of Oregon and Madison-area families from one generation to the next.

In 2013, Winter Law Office merged with The Law Center for Children & Families, forming The Law Center, S.C. As a result of the merger, the firm is able to serve more of its clients’ diverse legal needs, while continuing a tradition of long-term, personal client relationships.

Description of Services


Practice Areas: Business Law, Life and Estate Planning (including estate planning for individuals with special needs), Probate, Property and Real Estate, Tax Planning, Marital Property and Cohabitation Agreements, LGBTQ+ Family Formation and Protection (contracts and estate planning)

Phone
(608) 821-8200
Address
Madison/main office: 433 W. Washington Avenue, Suite 300, Madison, WI 53703 (mailing address)

Oregon office: 602 Pleasant Oak Drive, Oregon, WI 53575 (by appointment only)
Location by County/County(ies) served
Crawford, Columbia, Dane, Grant, Green, Iowa, Lafayette, Richland, Rock, Sauk
Funding Sources
Private Pay