MetLife Center for Special Needs Planning

Most families are not aware that if someone with special needs is left more than $2,000 in assets, no matter what age, they will lose their current and future eligibility for important government benefits, such as SSI or Medicaid.

Our goal is to help families plan for the future of their children or other dependents with special needs, including preserving government benefits and providing financial solutions, which can help provide lifetime quality care.  We help families in the following areas:

•  Gain a greater understanding of government benefits.

•  Learn techniques to preserve government benefits eligibiltiy for SSI and Medicaid.

•  Understand the options for special needs trust funding.

•  Create the Letter of Intent

•  Review legal options--including guardianship and conservatorship--when the special needs dependant turns 18. *

•  Understand client self-determination issues.

•  Determine how much money is needed to provide lifetime quality care.

 Peter Marmaras is a Special Needs Planner with MetLife Center for Special Needs Planning

 * Walnut Street Securities, Inc., a MetLife company,  and its representatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.