CASE CONSULTION AND PLANNING FOR TRUSTEES
DFS Family Services, and Disability Financial Services provides an umbrella of life care, medical, and community social services; this one-stop-shop for resources and services relieves the trustee/conservator/estate manager from this responsibility.
TACTICALLY manage the financial consequences of mental illness and disabilities.
Our Services Include
- Medical and long term care-related needs assessments
- Bill paying and vendor management
- Optimization of public entitlements and legal resources
- Referral to quality medical case management to minimize costs
- Skills building in financial competency to establish independence
Trustees And Conservators Focus On Fiduciary Oversight; We Focus On The Life Management Needs Of The Beneficiary
As a Fiduciary of a Special Needs Trust, You...
- Are freed from having to deal with the daily complexities of managing a beneficiary's mental illness and daily financial life management.
- Recapture time otherwise spent resolving money matters, repeatedly due to chronic functional deficits (i.e. bill pay, medical expenses, and money management).
- Save corpus funds or estate management costs by utilizing our 25+ year expertise resolving high dollar medical bills or illness-driven debt, and capturing public resources and entitlements.
We Deliver Ground Rules And Skill Building to Your Beneficiary
In many cases problems arise when a compromised person cannot manage their finances appropriately, putting a strain on family or fiduciary relationships. Spending and budget ground rules, maintained by DFS as a third party, bring boundaries and structure to all involved parties. This also serves as a teaching platform where the individual learns to manage money with a sense of autonomy and self-worth.
We Provide Life Care Cost Planning
DFS provides a consultation service to help trustees and families assess the projective healthcare life management needs of a loved one and devise a long term plan. This includes public benefits entitlement (Medicaid, Medicare, population-specific subsidies, etc), private insurances (short/long term disability, long term care, life, and annuities), and family/private assets.
Why DFS?
We are experts in housing, health care, insurance, public benefits, and employment issues. We have managed the lives of persons with unique financial needs associated with disability and mental illness through the life cycle - young adults, persons in midlife, and seniors.
Our Leadership Has A 25 Year History Serving The Medical And Financial Lives Of Persons Affected By Mental Illness And Psychiatric Disability.
Private trustees, institutional fiduciaries, attorneys, and estate executors hire us to solve specialized problems of estate transfer, conservatorships, competency reviews, and financial oversight of beneficiaries or heirs with special needs.
DFS provides a highly confidential service. We are experienced in managing lives from all economic strata, including the client whose public identity complicates the search for private specialized resources.
CALL FOR A FREE INITIAL CONSULTATION
If you are the trustee, conservator, or parent managing the financial affairs of a compromised loved one or client with mental illness, call us today to see if our services meet your needs; if so, we will be happy to discuss the options and resources available.
Call (301) 795-3293 or contact us to explore how we can meet your current or long term needs.