Business Name
Summary

Many families have disabled children or other beneficiaries who are or will require governmental assistance to meet their medical and basic living needs. Our attorneys are well-versed in the complex laws and regulations that govern an individual’s right to receive Medicaid and/or Supplemental Security Income (“SSI”) benefits. These laws and regulations must be considered when preparing an estate plan that will benefit disabled beneficiaries who receive these types of benefits. We can assist individuals and families with the drafting of an estate plan that will allow an individual who receives public benefits to continue to receive those benefits upon the receipt of an inheritance. We also advise individual and corporate fiduciaries on administration issues relating to special needs trusts, to ensure that an individual’s benefits are not jeopardized.

Address
5250 E. Terrace Drive, Suite 130, Madison, WI 53718
Business Name
Summary

Special Needs Planning Planning for the care and support of family members with special needs encompasses planning for living, vocational, and financial support.

Address
2924 Marketplace Dr., Ste. 102 Fitchburg, Wisconsin 53719
Business Name
Listing Category
Address
106 McDill Ave, Suite 100, Stevens Point WI
Address
801 W. Verona Ave., Verona, WI 53593
Ages Served
Birth - 2 years old, 3-5 years old, Elementary School Age, Middle School Age, High School Age, 18-21 years old, Adults
Funding Sources
Free
Location by County/County(ies) served
Crawford, Columbia, Dane, Grant, Green, Iowa, Lafayette, Richland, Rock, Sauk
Summary

Nancy brings an accounting background to the practice of law, allowing her to counsel her clients regarding their legal needs with an eye toward tax planning. Nancy practices in the areas listed below.

Nancy takes great pride in building and maintaining strong client relationships, based on service and trust. Together, Nancy and her father, Jay W. Winter, served the legal needs of Oregon and Madison-area families from one generation to the next.

In 2013, Winter Law Office merged with The Law Center for Children & Families, forming The Law Center, S.C. As a result of the merger, the firm is able to serve more of its clients’ diverse legal needs, while continuing a tradition of long-term, personal client relationships.

Address
Madison/main office: 433 W. Washington Avenue, Suite 300, Madison, WI 53703 (mailing address)

Oregon office: 602 Pleasant Oak Drive, Oregon, WI 53575 (by appointment only)
Funding Sources
Private Pay
Location by County/County(ies) served
Crawford, Columbia, Dane, Grant, Green, Iowa, Lafayette, Richland, Rock, Sauk
Summary

Special Needs Planning, LLC was founded in service to families of children, or other dependents, with special needs. We can help you shepherd your family through the maze of legal and financial complexities that are often associated with planning for the financial future of children, or other dependents, with special needs.

Address
10401 W. Innovation Drive, Suite 125, Wauwatosa, WI 53226
Business Name
Summary

Wispact Inc. is a private nonprofit organization that administers pooled and community Special Needs Trusts for people with disabilities.

Address
226 Corporate Dr.
Location by County/County(ies) served
Adams, Ashland, Barron, Bayfield, Brown, Buffalo, Burnett, Calumet, Chippewa, Clark, Columbia, Crawford, Dane, Dodge, Door, Douglas, Dunn, Eau Claire, Florence, Fond du Lac, Forest, Grant, Green, Green Lake, Iowa, Iron, Jackson, Jefferson, Juneau, Kenosha, Kewaunee, La Crosse, Lafayette, Langlade, Lincoln, Manitowoc, Marathon, Marinette, Marquette, Menominee, Milwaukee, Monroe, Oconto, Oneida, Outagamie, Ozaukee, Pepin, Pierce, Polk, Portage, Price, Racine, Richland, Rock, Rusk, St. Croix, Sauk, Sawyer, Shawano, Sheboygan, Taylor, Trempealeau, Vernon, Vilas, Walworth, Washburn, Washington, Waukesha, Waupaca, Waushara, Winnebago, Wood