Special Needs Resources

MetDESK®

MetDESK® is MetLife's Division of Estate Planning for Special Kids and was founded to extend MetLife's traditional commitment of public service to families with children of any age, from infant to senior, who have a disability.

MetDESK® is committed to helping families through a maze of legal and financial complexities surrounding planning for the future of children and other dependents with special needs.

As a MetDESK® Specialist, I can help you secure lifetime care and quality of life for your child or other dependent with special needs. I will help you build financial freedom and protection for your loved one, even for when you may no longer be there to serve as an advocate.

Parenting a child with special needs takes special planning. Particular needs will always be present and you must consider and prepare for them. Taking steps now can help arrange for your child's well being today and tomorrow.

Special needs planning can be very complex, therefore MetDESK® offers extensive training and continuing education that is unparalleled in the industry. Our training sessions, conducted by nationally renowned experts, help specialists keep pace with the constant changes in federal and state government.

As a MetDESK® Specialist, I will work with you and a qualified attorney to ensure that the right financial strategies are in place. You will be guided on how to see to it that your child or other dependent with special needs remains eligible for government benefits without depleting assets. I am dedicated to providing a service that's both meaningful and unique to your situation.

Critical Issues Must Be Addressed

Protecting future government benefit eligibility for Supplemental Security Income (SSI) and Medicaid
Ways that a special needs trust can provide lifetime care while still preserving government benefit eligibility
Choice of trustee, guardian, conservator or client self-determination and advocacy training, if appropriate
Appropriate funding vehicles to fund a special needs trust, including life insurance

This process begins with a complete review of your dependent's needs and future care plans, assessing of government benefit eligibility and, finally, a review of your family's current financial and legal plans.

The next step is to review the various options available and the recommendations for implementation. Finally, we will make referrals to other knowledgeable professionals whenever possible.

If you have a child or other dependent with special needs, or know of a family who does, and would like some additional information, please call me.

Additional Information Downloads & Links To Resources:

MetDESK® Official Website

MetDESK® Calculator

MetDESK® Profile (download)

MetDESK® Overview (download)

Special Needs Planning Form (download)

Letter of Intent (download)

Letter to employers or organization leaders (download)

ASA (Autism Society of America) Website

NDSS (The National Down Syndrome Society) Website

UCP (United Cerebral Palsy) Website