Schedule a Consultation Appointment
We offer the following virtual consultation options; click on "Book Now" to choose a time that works for you.
To obtain a link to schedule this free consultation, please attend a Trust Talk Tuesday event where we will provide an overview of the pooled special needs trust program, clarifying the differences in the types of accounts, so that you can come prepared to the consultation to discuss specifics revolving around the plan for your loved one's future. These Trust Talk Tuesday events are offered twice per month; after the event, you will receive a link to schedule a complimentary consultation if so desired. NOTE: Please note that this complimentary consultation is available only once after attending a Trust Talk Tuesday. We hold these events twice a month, as they are designed to focus on how we can best support your loved one’s needs. If you find you need further assistance after the consultation, additional meetings will have a private pay fee. We look forward to helping you!
This consultation is intended for existing clients who are considering the possibility of placing real property into their already established Special Needs Trust. We kindly limit this offering to existing clients, as evaluating the suitability of accepting real property requires a thorough understanding of the trust account—such as current funding sources, the beneficiary’s needs and expenses, and other relevant details. This information is essential in making an informed decision. Please note that this free real property consultations are offered once per client. If you have not yet established a trust with us, we invite you to begin by attending a Trust Talk Tuesday event which would then make you eligible for the complimentary 30 minute consultation.
If you need more information after your free consultation, you can schedule follow up consultations with our Trust Director. Receipt of payment is required prior to appointment.
If you need more information after your free consultation, you can schedule follow up consultations with our Trust Director. Receipt of payment is required prior to appointment.