Tax Services
| Organization | Details |
|---|---|
| IRS Taxpayer Advocate Service | Cecelia J. Sibert PO Box 1698 stop 13M, Memphis, TN 38101 (901) 707-3954 Cecelia.J.Sibert@irs.gov (901) 707-3900 TAS for TN email: memphis@irs.gov https://www.irs.gov/taxpayer-advocate https://www.TaxpayerAdvocate.irs.gov |
| Continuum Planning Partners | Tony Youssefi (615) 292-5803 tyoussefi@financialguide.com |
Financial Advisors
| Organization | Details |
|---|---|
| Longview Planning Partners | Garrett East Financial Advisor, Special Care Planner geast@financialguide.com 618 Oakleaf Office Ln., Ste. 300, Memphis, TN 38117 (901) 322-9113 |
| Shoemaker Financial | Michael Powell Financial Advisor, Investment Advisor Representative mpowell@shoemakerfinancial.com 2176 West Street, Suite 100, Germantown, TN 38138 (901) 757-5757 |
| Strategic Financial Partners | Mark Loftis Financial Advisor mloftis@strategicfinancialpartners.com 949 South Shady Grove Rd., Suite 300, Memphis, TN 38120 (901) 767-5951 |
| Tual & Graves Attorneys | Blanchard Tual 1000 Brookfield Rd. #120, Memphis, TN 38119 (901) 474-1222 Offers help with Special Needs Trusts (SNTs) https://tualgraves.com/blanchard-e-tual |
Special Needs Planning and Elder Law
| Organization | Details |
|---|---|
| Elderlaw Memphis, PLC | William King Self, CELA 5170 Sanderlin Ave., Suite 201, Memphis, TN 38117 (901) 603-8730 (901) 340-3911 (901) 329-3683 kself@elderlawmemphis.com https://www.elderlawmemphis.com Certified as a Specialist in Elder Law (CELA) by the National Elder Law Foundation, the ABA approved entity for certification of attorneys in Elder Law. Member, The Special Needs Alliance. Attorneys for Special Needs Planning https://www.specialneedsalliance.ora |
| Patterson Bray PLLC | (901) 372-5003 Note: Several have used to estate plan with a Special Needs Trust and establish guardianship. |
| LongView Planning Partners | Garrett East, CFP®, ChSNC® Financial Planner (901) 322-9113 (512) 300-8530 (901) 322-0294 |
ABLE TN Savings Account
| Program | Details |
|---|---|
| ABLE TN | A savings program designed to help Tennesseans with disabilities set aside money to pay for future qualified expenses. These accounts provide the opportunity to save and invest with tax-free earnings to help participants maintain independence and quality of life. https://able.treasury.tn.gov/ https://treasury.tn.gov/Services/For-All-Tennesseans/ABLE-TN |
| Tennessee Department of Treasury | https://treasury.tn.gov/Services/For-All-Tennesseans/ABLE-TN |
SRVS TN Family Support Program
| Program | Details |
|---|---|
| SRVS TN Family Support Program | https://www.srvs.org/family-support Michelle Harris (901) 312-9911 michelle.harris@srvs.org Financial reimbursement to individuals with disabilities for services including respite care, day care, home modifications, equipment, supplies, personal assistance, transportation, homemaker services, housing costs, health-related needs, nursing, and counseling. SRVS’ Family Support Program strives to empower individuals with severe disabilities and their families to live independently. It is an “end of the road” assistance program designed to support individuals who are unable to meet their needs through other agencies, organizations or funding sources. |
TN.gov Family Support Program
| Program | Details |
|---|---|
| Family Support Program | Small Financial Assistance for Those Not Supported by Other Residential Programs https://tn.gov/disability-and-aging/disability-aging-programs/family-support.html Service is provided by contractors. Search for contractor: https://tinyurl.com/mwe89s8f (Contract Agencies PDF) (800) 654-4839 PDF copy is saved in “Imported PDFs” folder: TN.gov Family Support Program - Agencies List 2024-2025.pdf |