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Ensuring Care For Your Loved One With A Mental Health Condition

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Tully Health Center, Auditorium

32 Strawberry Hill Court

Stamford, CT 06902

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When a child or other loved one lives with serious mental illness, families face critical decisions about oversight and financial security for immediate and long-term needs. How can you guarantee that your loved one receives the oversight and benefits necessary? Attorneys Jim Funnell and Amy Orlando will provide vital information about creating a financial safety net for your loved one.

Some of the programs and tools to be discussed:

  • Common Entitlement and Assistance Programs
  • Gifts from Grandparents and Others with "White Hearts"
  • Special Needs Trusts
  • ABLE Accounts (Section 529A Accounts)
  • Delegated Decision Making


Jim Funnell is a principal member of the Westport law firm of Hermenze & Marcantonio LLC. His practice is limited to estate and trust planning, special needs planning for family members with disabilities, and estate and trust administration.

Amy E. Orlando is the founding attorney of the Law Offices of Amy E. Orlando, LLC, where she practices in the areas of elder law, special needs, estate planning, and probate and estate administration.

NAMI, the National Alliance on Mental Illness, is the nation's largest grassroots, nonprofit organization aimed at improving quality of life for people living with mental health conditions and their families. NAMI Southwest CT, the local affiliate of NAMI, serves lower Fairfield County.

For more information about our programs, please visit namisouthwestct.org.

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Tully Health Center, Auditorium

32 Strawberry Hill Court

Stamford, CT 06902

View Map

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