Collaboration
Referral services, benefits consultations, and trust drafting for attorneys, financial planners, social workers, and other professionals.
Disability benefits questions can arise in many areas of law — personal injury, probate, family law, and beyond. We provide consultations directly to attorneys when these issues surface in their cases, helping to identify potential benefit concerns early so clients can plan ahead.
When a trust is needed, we draft Special Needs Trusts and Settlement Trusts tailored to the client's circumstances and any applicable court requirements.
We collaborate with personal injury attorneys, probate attorneys, and guardians ad litem, and we understand the importance of getting these matters resolved efficiently so your case can close.
We advise on how a settlement, inheritance, or lump-sum payment may affect SSI, Medicaid, and other benefit programs.
We draft first-party and third-party Special Needs Trusts when your client has a disability and assets at stake.
We prepare court-required trusts for minors and individuals who lack legal capacity to manage their own funds.
We're available for direct consultations when you encounter a benefits question and need expert guidance fast.
Angela Macey-Cushman and Denelle Reilly accept referrals from financial planners, social workers, care managers, and other professionals whose clients need estate planning, long-term care planning, or trust services.
We're happy to discuss whether we're the right fit for your referral. Reach out and let us know about your client's situation.
Have a client who could benefit from our services? We'd love to hear from you.
Macey-Cushman & Reilly, PLLC