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
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.
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