Special Needs Planning – Important Information About Your Initial Appointment
Thank you for contacting our office regarding special needs trust planning. The link on the bottom of this page will take you to our initial intake form. This form allows us to be prepared for your meeting. Please complete the questionnaire as fully as possible and mail it to our office or drop it off with our receptionist.
During our initial meeting, we’ll discuss types of benefits the individual is receiving, the purpose for the special needs trust and long term goals. Please bring with you to the appointment an pertinent financial documents as well as any benefit statements you may have.
We hope this letter has been helpful in preparing you for the initial consultation. If you have any questions, please write them down so that we can discuss them during our meeting. Our initial meeting normally takes 30-60 minutes. If you need assistance prior to your appointment, please feel free to call or e-mail. We look forward to meeting you.
Very truly yours,
BOYER & BOYER, P.A.