Protect Your Loved One with a Special Needs Trust in Illinois
Life’s Plan, Inc. assists families in addressing the very difficult and universal question: “Who will care for my family member when I a m gone?” For over 30 years, Life’s Plan has assisted people with disabilities and their families.
Our services include:
- Drafting trust agreements that meet Social Security requirements
- Coordinating care services for individuals
- Administering two pooled special needs trust (OBRA) and (3rd Party Sub-accounts)
- Offering charitable grants for individuals with disabilities and their families. Grants for 2021
- Notice of Mini Grants Available
We take pride in our trust services. You can rely on our legal, long-term care solutions and professional trust management.
Why Choose the Pooled Trust option?
Using a pooled trust provides individuals and family with financial peace of mind. You’ll know your loved one with a disability has a long -term, high-quality care plan in place-a plan that does not infringe on public benefit programs.
A pooled special needs trust is an excellent way for families and individuals to plan ahead. It ensures public benefits will continue for the lifetime of a person with a disability and creates a legal option for buying supplemental supports and comforts.
Life’s Plan, Inc. manages different types of special needs trusts, such as a 3rd-party trust or a self-funded pooled payback trust (also known as an OBRA D4C Trust). Beneficiaries and their families can rest easy knowing they are part of a Medicaid qualified trust. Life’s Plan Inc. can also provide families individual trust management services.
Joining a Pooled Trust
To help you understand the process of transitioning to a pooled trust, we’ve compiled these resources:
Rely on Life’s Plan, Inc. as you make important estate planning decisions for someone with a disability. To create a trust for your loved one, call 630-628-7189 today or contact us here.
Their employees are efficient, helpful, very personable and prompt in paying her personal expenditures when requested. They genuinely care about your specific questions, and are willing to take the time required for your understanding.
Carolyn H. Highland, IN
Life’sPlan provides an invaluable service for many of our clients who would otherwise have to spend their last remaining assets on long term health care and medication. Some of our clients have found affordable housing, have their medical needs covered by Medicaid, and have a better quality of life primarily because of the Life’sPlan Special Needs Trust.
Michael H. Erde Elder Law Attorney
I don’t know what I would have done without the help of Life’sPlan. It enabled me to keep what money my mom had left and to use it to make her remaining years more comfortable and as enjoyable as possible. I am very thankful to Life’s Plan Inc. for always getting back to me quickly when I phoned and for being so caring.
Allan M. Palatine, IL
I called Life's Plan Inc. from Olathe, Kansas because I had questions about the best way to handle inheritance for my adult daughter in Illinois. After explaining our particular situation, Scott Nixon gave me excellent advice and a good solution for our problem. I very much appreciated him answering all my questions and suggesting an appropriate way to manage the inheritance question.
From the onset Life’s Plan has been nothing short of amazing to be a part of. Their staff is professional, knowledgeable, supportive and caring to meet your every need. Not only are they great employees but wonderful people. The team at Life’s Plan has made everything smooth and stress-free for me making it one less thing to worry about. I will always be grateful for the people I have met and come across at Life’s Plan. I genuinely thank you for taking care of me.