Disability Planning/Conservatorship/Guardianship

Your disability planning: Nadya Lambert is able to help you plan for the possibility that you or a loved one may lose ability to manage your legal, financial and medical affairs competently.

Managing a loved one’s disability: Alternatively, if a loved one has lost ability to manage their affairs Nadya Lambert can assist in achieving a solution that ensures protection of the individual’s financial, medical and emotional interests. Conservatorship involves the court appointment of an interested individual to care for the incapacitated person’s financial and legal affairs. Guardianship involves the court appointment of an interested individual to care for the incapacitated person’s physical wellbeing.

Providing for a disabled loved one: Nadya Lambert is also able to assist in optimal planning for the distribution of assets to a beneficiary who is dependent on public benefits that are income and asset assessed. Special Needs Trusts (often called disability trusts or supplemental needs trusts) are long established tools to ensure that a beneficiary’s main source of support is not disturbed while receiving an inheritance or funding from a 3rd party. The government does provide some basic funding for the special needs of the disabled but often times this funding is inadequate and does not provide for “quality of life” items such as hearing aids, travel, education etc. Through proper planning you can enhance the life of a disabled loved one.  Careful attention must be given to ensuring that whatever assets you leave a disabled beneficiary does not have the effect of  disrupting or terminating government funding available now or in the future.