Special Needs Planning
Moonan, Stratton & Waldman, LLP assists clients with special needs and their families. We establish comprehensive plans for disabled individuals to ensure that they receive the care they need throughout their lifetime without jeopardizing eligibility for SSI and other needs-based government benefits. In order to protect and manage assets, these individualized plans may include a special needs trust or pooled trust. We also assist clients in establishing ABLE accounts if applicable to their unique situation.
To inquire further about Special Needs Planning, contact us today.
Last year my mother, 91, was in a hospital with pneumonia, followed by rehab at Evergreen House Health Center. My sister is a resident at Evergreen since becoming completely disabled 3 years ago. My Mom wanted to become a permanent resident so she could be with my sister and at the same time get the extra care she needed. I hired Amy Stratton to help my family achieve this goal which has changed both my Mom and sister’s lives for the better; they are both content now and happily participating in activities and living in a safe caring environment. Amy advised me every step of the way to make the transition possible. I highly recommend Amy, she is compassionate, patient, thorough and completely approachable.
I hired Amy Stratton 2 years ago to do a new estate plan for me after my husband passed away. I considered a few more “corporate” attorneys but Amy was recommended to me by a friend who had been very happy with her services and after meeting her, I had a gut feeling that she would be a good fit for me. As it turned out, I couldn’t have been more pleased. She has a very gentle, compassionate and assuring manner and gave me expert guidance and advice. She patiently answered all my questions and made some excellent suggestions. I recently had the pleasure of recommending her to 2 different friends, one of whom had a very sick husband for whom Amy made a house call with her partner in order to expedite the signature of their documents. I can’t imagine most attorneys providing this level of personalized service and am delighted to say that my friends were as pleased as I. I would recommend her without reservation. My only regret is that I hadn’t discovered her years earlier.
- Deborah Venator
In January 2013 I received an alarming phone call at my home in New Zealand informing me that my sister had fallen seriously ill with a brain tumour and was in the hospital in Providence for surgery. I immediately rushed to her side. When asked, Amy Stratton came right away to the hospital to help Barbara with the will and the legal side of my sister’s health problems. While Barbara was recovering, Amy explained to us the need to properly handle her estate, assets which included three properties in Rhode Island and New York. I had absolutely no previous knowledge nor experience with the laws in the US and those states. Amy proved to be invaluable in providing me with both advice and council regarding the will and estate planning, guiding us through all the legal intricacies. After my sister succumbed to her disease in March 2014, I felt again or even more so overwhelmed by all the incurring tasks and obligations, also as executer of Barbara’s will. Amy supported me in all regards and helped ably with the distribution of the estate to the 18 beneficiaries, many of them residing overseas. At all time in this difficult period Amy’s profound knowledge and professionalism and her calm way and compassion became indispensable for me.
- Kathrin Mueller
I highly recommend the law firm of Moonan, Stratton, and Waldman for your Estate Planning and Business needs. I have had the pleasure of working directly with Kristen Moonan. Kristen has helped me with my personal needs as well as my clients. I feel very confident in her abilities. Kristen is very detail oriented, up to date with new laws, and is very easy to work with. The office staff is also very helpful and friendly. I feel comfortable and confident recommending this firm to anyone that needs help with their Estate Plans or Business needs.
Melissa, Financial Planner, Warwick
I received great advice from MOONAN, STRATTON & WALDMAN, LLP Kristen Moonan handled my account and was a pleasure to work with. She was patient, kind, informative and efficient. She truly is an expert in her field, exceeding my expectations. I highly recommend her to take care of your Wills, Trusts, Etc. everything was handled with the highest level of professionalism.
- Diane Langton, Cranston
I've had the pleasure to work with Amy on multiple occasions. I know that she's a lawyer dedicated to her clients and improving her service and customer experience. What I've found impressive about Amy is not only does she have substantive knowledge and understanding of the law, but she also cares. She takes the time to get to know about the problem, to think about the solution, and to do something that makes sense. She doesn't believe in "One size fits all." She wants to get the right result for the right situation. I think you'll enjoy working with Amy and her team to provide the solution that you need to solve your legal problem.
- R. Shawn McBride
I have had the opportunity to work with and refer MSW many times over the past three years, mostly through Amy Stratton. Amy’s work is always timely and well done. Her advice and counsel is direct yet sensitively delivered. The people I have referred to her have also been extremely satisfied with her work and now refer her to others as well. I would not hesitate for a moment to refer her to others.