Futures Planning


Picture of MetDESK Banner
  • Who is MetDESK®?
  • Special Needs Planning
  • Special Needs Trusts
  • Planning Calculator



  • MetDESK® - MetLife's Division of Estate Planning for Special Kids:

    Picture of MetDESK TV Commercial, "Siblings."

    Picture of Siblings - taken from MetDESK TV Commercial MetDESK® is MetLife's Division for Estate Planning for Special Kids, and is an organization within MetLife that was founded in 1998. MetLife is the only financial services company to have its own dedicated division for estate planning for special kids. Diann Jones, MBA, Parent/Advocate is proud to be one of a few hundred MetDESK® Specialists across the country, most of whom are parents or immediate family members of individuals with special needs.

    MetDESK® has working relationships with organizations such as The Arc of the United States, The Autism Society of America, the National Organization for Rare Disorders (NORD), The National Down Syndrome Society (ndss), United Cerebral Palsy, and he Huntington's Disease Association.

    MetDESK® has also conducted a study, "The Torn Security Blanket: Children With Special Needs and the Planning Gap." Feel free to view the
    Executive Summary of this research.

  • MetDESK Special Needs Calculator New
  • MetDESK web page (www.metlife.com/desk)
  • When will the next MetDESK workshop be held in my area?
  • MetDESK and United Cerebral Palsy to Announce Relationship - from Forbes.com.
  • UCP and MetDESK - MetDESK is a Leadership Partner in the United Cerebral Palsy (UCP) Corporate Member Circle - from the UCP web site.
  • Benefit News Magazine describes how employees with special-needs dependents need expert financial planning assistance, and directs employees to use MetDESK's services.



    Click here to download free Adobe Acrobat Reader software


  • MetDESK® - Related Information and Articles on Special Needs Planning:

    Photo by Gloria Leigh-Logan, used by permission.
    Picture of Young Girl - taken by Gloria Leigh-Logan - Used by Permission
  • Americans with Disabilities Act - Terms to Know
  • Tax Basics for Families with Special Needs
  • ABC's of SSI
  • Planning for Educational Needs
  • Alternatives to Uniform Gifts to Minors Acts Accounts - by Theresa Varnet, Esq.
  • What You Should Know About Government Benefits for People with Disabilities
  • Special Needs Planning for Settlement Distributions - from The Arc/MetDESK®
  • For Grandparents of Children with Asperger Syndrome - An article from the OASIS web site.

    Click here to download free Adobe Acrobat Reader software


  • Special Needs Trusts and Estate Planning:

    Picture of Woodstock
  • Special Needs Trusts
  • Ways to Fund the Special Needs Trust
  • How Much Money is Needed to Provide Lifetime Quality Care
  • Trust and Obey - Setting up a Special Needs Trust (from Bloomberg.com).
  • How Dying Intestate (Without a Will) Affects Your Child with Special Needs
  • Special Needs Trusts - Allowable Distributions - from the Oast & Hook 3/11/05 Newsletter.
  • Virginia Law and Spendthrift Trusts - from Oast & Hook.
  • Survivorship Life Insurance and Its Place in SN Planning
  • Finding More Funding for Your Child's Special Needs Trust
  • Choosing the Ideal Trustee of Your Child's Special Needs Trust
  • Article: Special Needs Trust - by Kevin O'Brien, Esq.
  • Leaving Retirement Benefits to a Trust - by Natalie Choate.
  • Planning for Your Special Needs Child - Life Advice Pamphlet
  • Your Will and the Delaware Probate Code - Contains info regarding dying "intestate" (without a will) in DE.

    Click here to download free Adobe Acrobat Reader software



  • NOTE: The above listed websites are created and maintained by someone other than MetLife. The web sites you are linking to will have legal notices, privacy policies, or other requirements that differ from those of MetLife, so you may want to review them. We're providing these links for your convenience. MetLife does not control or guarantee the relevance, timeliness, or completeness of that web site.