Estate Planning/Special Needs Trusts
Following is a list of Dane County attorneys with experience in setting up special needs trusts.
Such a trust allows parents to place money in trust for a disabled person without endangering his or her public benefits.
Other attorneys who would like to be listed can contact NAMI Dane County namidane@chorus.net.
Being listed does not constitute NAMI endorsement.
We suggest you ask any attorney you approach to describe his or her experience, and how familiar the attorney is with
the requirements of the public benefits program in which your offspring is enrolled.
Ask for the names of clients for whom the attorney has set up special needs trusts.
Don't be embarrassed to ask about the cost of setting up the trust.
Bear in mind that once a trust is established, the institution handling the trust will charge an annual fee for managing the trust funds.

special needs trusts Attorneys:

Garvey, McNeil, & McGillivray | 256-1003
www.garveystoddard.com
Kathleen McNeil
634 W. Main Street, # 101, Madison 53703

Froemming Law Office | 663-2747
Roy Froemming
354 West Main Street, Madison, 53703

Hill, Glowacki, Jaeger & Hughes, LLP Law Offices | 244-1354
www.hill-law-firm.com
Jennifer Annen, Barbara Hughes, James Jaeger
2010 Eastwood Drive, Suite 301, Madison, 53704

 Neider & Boucher, S.C | 661-4500
www.neiderboucher.com
Thomas S. Shellander
440 Science Dr., Suite 300, Madison, 53705

Murphy, Desmond S.C 257-7181 ||
www.murphydesmond.com
Robert Lightfoot
2 East Mifflin St, Ste. 800, Madison 53703

Houser & Osborn | 873-7781
Emily Osborn
225 Kings Lynn Rd., Ste. B, Stoughton 53589

Stafford Rosenbaum LLP | 259-2649
www.staffordlaw.com
Laura Skilton Verhoff
3 S.Pinckney St., Ste. 1000, Madison 53701

Investigate using the nonprofit Wisconsin Pooled and Community Trusts (WisPACT II).
WisPACT is a master trust arrangement established in a cooperative effort by the Wisconsin State Bar Association,
and aging and disability advocates, including NAMI Wisconsin.

WisPACT allows you to assign part or all of your estate for the purpose of providing supplemental funds for your mentally ill dependent after you are gone without endangering his or her eligibility for public benefits (e.g., SSI, Medicaid).

For more information, contact:
The Wisconsin Pooled & Community Trusts
WisPACT, Inc. | (608) 268-6006
802 W. Broadway, Ste 214 Madison, WI 53703
www.wispact.org