The Law Office of Jeffrey P. Story, LLC
Special Needs Planning

Special Needs Planning

In order to help a person with a disability or their family to plan for public benefits, it is important to consider whether the person is capable to using a Power of Attorney to represent them when necessary or whether they need to have a Guardianship established for them.

It is important to choose the right person or agency to serve as Trustee of their Special Needs Trust. I sometimes recommend a family member serve as a co-trustee to help minimize cost in communicating with a Corporate Trustee for hire that charges an hourly rate.

Working with a person with mental illness may require having a social worker attend the legal consult, in order to help with clarifying communication and understanding. There are many people who do not want any diagnosis for mental illness that could benefit form SSI or SSDI benefits. My law office refers clients to firms that concentrate in practicing before the Social Security Administration.

A Letter of Intent is a practical idea for helping clients to memorialize important facts about their relatives with disabilities. Such things as shoe size, like and dislikes for food and music, favorite games or television shows, etc. This can help the person stepping into the role of caregiver to do a better job caring for the person with disabilities.

Identifying which public aid agencies to contact and how to go about obtaining benefits can be challenging, but it can help insure such thigs as the person with disabilities having the benefit of a community in a group home or CILA, where they were previously feeling neglected. Helping with a Special Needs Trust can make a big difference and with the Illinois Decanting Statute a relative’s trust may be carefully restated to create such a trust.

Read Our Client
Excellent attorney who cares about people

I found Mr. Story on a website - I live in Texas but had a matter taking place in Evanston, IL and I needed legal assistance. I'm certain that Mr. Story is a busy man but he listened to my long, detailed issue. He asked questions - he was genuinely concerned and gave me excellent information so that I could move forward. It's so hard not being in the same state when you are trying to take care of an important matter. He took the time to walk this through with me and I was so grateful that I found him.

~ Monica July 16, 2019

I hired Jeffrey to help me navigate the paperwork for my mother’s Medicaid application. I was being 100% honest on the application, but I knew there were going to be things in our case that looked odd to the caseworker. How true this turned out to be. The application was ultimately approved, but it took nearly a year. In that terribly stressful time, through every additional set of document requests, I relied on Jeffrey’s advice and counsel. He kept me calm, focused, and on track. He knew when to push back when the requests were ridiculous, and when to seek additional advice when they were baffling. And through it all he never billed me for a single dollar more than the flat fee I paid up front. I highly recommend Jeffrey.

~ Frank September 8, 2015
Will & Trust

Jeff executed a Will and Trust for my elderly mother. He gave us expert advice and helped my mother enormously with a contentious situation. We initially contacted Jeff because he specializes in legal affairs for the elderly and found his knowledge and sensitivity to issues most reassuring and helpful.

~ anonymous September 7, 2015
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