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
Summary

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.

Description of Services

Practice AreasChild Custody, Placement, and SupportDivorce and DissolutionPaternityFoster Parent RightsGrandparent RightsGuardian Ad Litem AppointmentsGuardianshipSchool LawAdoptionLife and Estate PlanningProbateMarital Property and Cohabitation Agreements

Phone
(608) 740-3769
Address
Madison: 433 West Washington Avenue, Suite 300, Madison, WI 53703, Oregon: 602 Pleasant Oak Dr., Oregon, WI 53575
Location by County/County(ies) served
Dane
Funding Sources
Private Pay
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

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.

Phone
414-615-4880
Address
10401 W. Innovation Drive, Suite 125, Wauwatosa, WI 53226