Special Needs Trust Consulting
What Problem Does Our Special Needs Trust Consulting Solve
Trustees and fiduciaries managing Special Needs Trusts (SNTs) often face complex decisions about medical services, care coordination, housing, and long-term support. While they may have financial expertise, they may not be equipped to determine what types of care are medically necessary, how often services should be provided, or how to prioritize the beneficiary’s evolving health and quality of life needs. Without clinical guidance, trust funds may be spent inefficiently—or fail to support the beneficiary in the way they were intended.
The Benefits of Our Care Navigation for Aging in Place Services
- Expert clinical insight into appropriate care, services, and medical equipment for individuals with disabilities or chronic illness
- Recommendations aligned with medical necessity and the trust’s purpose
- Objective guidance on how to allocate resources to maintain or enhance quality of life
- Support in evaluating care providers, community services, and benefit eligibility
- Collaborative planning with attorneys, financial planners, and fiduciaries
- Avoids misuse of trust funds and promotes sustainable, well-coordinated care
Why Work with Lauri Grady?
Lauri Grady, RN, CCM, CLCP, has extensive experience supporting beneficiaries of Special Needs Trusts through her work in case management and life care planning. As a Registered Nurse, Certified Case Manager, and Certified Life Care Planner, she understands the medical, functional, and emotional needs of individuals with disabilities. Lauri partners with trustees and care teams to create care strategies that are practical, medically appropriate, and aligned with the goals of the trust. She is a trusted resource for fiduciaries seeking a clinical perspective on the real-life needs of the people they serve.
How to Engage LBG Care Consulting
If you’re a trustee, guardian, or advisor managing a Special Needs Trust, Lauri can help you understand the beneficiary’s care needs and develop a plan that ensures appropriate use of the trust. Consulting services can be provided one time, on a recurring basis, or as part of broader case management.
Contact today:
- 561-289-6884
- lgrady@lbgcare.com
Serving Palm Beach County and South Florida, with virtual support available for fiduciaries and families nationwide.
Have Questions or Need Support?
Use the form below to request a consultation or ask a question. Whether you’re an attorney, trustee, or family member, we’re here to help you navigate complex care decisions with clarity and confidence. We’ll respond within one business day.
Florida Special Needs Trust Consulting for Trustees and Guardians
LBG Care Consulting offers professional Special Needs Trust consulting services throughout Palm Beach County and across Florida, supporting trustees, guardians, and fiduciaries in making informed care-related decisions for trust beneficiaries. Led by Registered Nurse and Certified Life Care Planner Lauri Grady, our services provide clinical insight into appropriate medical care, therapies, housing, and long-term support needs. Whether you’re managing a trust in West Palm Beach, Boca Raton, Fort Lauderdale, or anywhere in South Florida, we help ensure trust funds are used effectively to support the beneficiary’s health, safety, and quality of life.