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Submission: On December 04 via manual from US — Scanned from NL
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410-296-4408 * Home * About Us * Who We Serve * Beneficiaries * Trusts * First-Party Trusts * Third-Party Trusts * Getting Started * Partners * Find Support * Glossary of Terms * FAQs * Contact Us * OUR MISSION Provide cost-effective special needs trust management services that enhance the quality of life, autonomy, and dignity for Marylanders of all ages with disabilities. FIRST MARYLAND DISABILITY TRUST TRUST MANAGEMENT WITH A PERSONAL TOUCH First Maryland Disability Trust specializes in cost-effective, special needs disability trustee services designed to enhance beneficiaries’ quality of life. We provide families, friends, and individuals with the tools to plan for current and future needs. All while protecting eligibility for public disability benefits. Supporting and encouraging families to plan for the future, including: * SPECIAL NEEDS TRUSTS * SPECIAL NEEDS PLANNING * SETTLEMENTS * INHERITANCE & UNPLANNED FUNDS * SOCIAL SECURITY ADMINISTRATION (SSA) AWARDS -------------------------------------------------------------------------------- SPECIAL NEEDS AND DISABILITY TRUSTEE SERVICES FIRST-PARTY SPECIAL NEEDS TRUSTS A first-party disability trust is also called a first-party special needs or supplemental needs trust. It is funded by the individual’s own assets and is used for their personal benefit. Pooled Trusts / Pooled Asset Trusts (PSNT) What is a pooled asset trust? Medicare Set-Aside Trusts (MSA) What is a medicare set-aside trust? Payback Trusts What is a payback trust? THIRD-PARTY SPECIAL NEEDS TRUSTS A third-party disability trust is created by family or friends to provide for the wellbeing of an individual with disabilities. It can be funded with assets from any source except the beneficiary’s own. This ensures eligibility for public benefits like Medicare and Supplemental Security Income while maintaing quality of life. Third-Party Pooled Asset Trusts What is a third-party pooled asset trust? Testamentary Trusts What is a testamentary trust? -------------------------------------------------------------------------------- FEATURED IN “As a corporate trustee, Denise Fike’s firm provides cost-effective trust management for people with disabilities to protect, maintain, and use trust assets while preserving their clients’ eligibility for public and private benefits. Working with clients, families, and agencies to improve our clients’ quality of life, we help families create a secure plan for the future of their loved one.” — Baltimore Magazine, “30 Women Who Move Maryland” WE'RE HERE TO HELP First Maryland Disability Trust, Inc. is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. Contact us today to find out more about how we can help! Contact Us WE'RE HERE TO HELP Contact Us FIRST MARYLAND DISABILITY TRUST 1400 Front Avenue, Suite 303 Lutherville, MD 21093 Phone: 410-296-4408 Fax: 410-296-1290 Email: DFike@FirstMDTrust.org LET'S CONNECT Δ © 2023 First Maryland Disability Trust. All Rights Reserved. ALEX J. ZARZECKI, ESQ. Alex Zarzecki has served on the FMDT Board of Directors since the spring of 2021. He also holds roles on the Trust and Governance Committees. He is an attorney with Frank, Frank, & Scherr, LLC, where he specializes in estate, special needs, and medical assistance planning, as well as trust administration and guardianships. His expertise in elder law makes him a valuable asset to our board. Alex’s legal practice has included special needs planning for almost ten years. He has worked first-hand with FMDT clients, giving him a deep understanding of the beneficiary’s perspective and needs. While serving as a fiduciary as both a court-appointed guardian and trustee, Alex gained an understanding of fiduciary duties and beneficiaries’ points of view. Having experiences on both sides of the equation allows him to bring helpful suggestions that promote beneficial solutions. Alex has a Bachelor of Science in Business Accounting from the University of Maryland, College Park Robert H. Smith School of Business. He also earned a Juris Doctor degree from the University of Baltimore. He is a Certified Elder Law Attorney and has practiced as an elder law attorney since 2012. Alex has also been an adjunct professor at the University of Baltimore School of Law and a guest lecturer on legal issues and the elderly at the Johns Hopkins University Odyssey Program. Alex belongs to the National Academy of Elder Law Attorneys, the National Elder Law Foundation, the Maryland State Bar Association, the Baltimore County Bar Association, and the Baltimore City Bar Association. Alex enjoys spending his free time outdoors cycling, running, hiking, and exercising. A Marylander through and through, he lives in Baltimore and describes himself as a “diehard” Baltimore Ravens and University of Maryland basketball fan. CLOSE JILL A. SNYDER, ESQ. Jill Snyder has been an FMDT Board Member since 2017. As an experienced estate and trust planning attorney, she also lends her expertise to our Trust Committee. Jill is the sole proprietor of her own law firm, the Law Office of Jill A. Snyder. Before opening her practice, she worked as a senior attorney for the U.S. Securities and Exchange Commission. She specializes in estate planning, probate administration, and small business planning. Jill holds a Bachelor of Arts in Public Policy Studies from Duke University and graduated cum laude from Georgetown University Law Center. She has been a Maryland State Bar Association member since 1996, where she also volunteers as a Law Day Coordinator. In addition to her FMDT Board duties, Jill works with the Associated Jewish Federation of Baltimore, Kennedy Krieger Institute’s Planned Giving Advisory Council, the Baltimore County Food Agent for the Department of Aging, and the Baltimore County Bar Association’s Sixty Plus Legal Program. Away from the office, Jill enjoys spending time with her husband and three sons, swimming, hiking, and traveling. CLOSE MALLORY LEGG, ESQ. SECRETARY Mallory Legg is the secretary of FMDT’s Board of Directors and serves on our Officers, Finance, Trust, and Expansion Committees. She has worked with FMDT since 2018. As an attorney with Project HEAL at the Kennedy Krieger Institute, she works daily with children and families with special needs providing advocacy and legal services. Mallory holds a Bachelor of Arts in Sociology from the University of Delaware and a Juris Doctor degree from the University of Maryland Francis King Carey School of Law. Since 2014, she has been a member of The American Bar Association, Women’s Bar Association of Maryland, and the Maryland State Bar Association. Several notable organizations have also recognized Mallory as a “Rising Star” in disability advocacy and law. These include the Association of University Centers on Disabilities, the Maryland Legal Services Corporation, and The Daily Record. Mallory’s experience working closely with families of children with disabilities in a hospital setting lends a unique, valuable perspective to FMDT’s Board of Directors. She recognizes that many families are overwhelmed by the day-to-day requirements they face managing their child’s unique needs, such as doctor’s appointments and school-based advocacy. She views FMDT as a vital player in supporting clients by managing their monetary needs through financial planning and trust management. In addition to her FMDT work, Mallory is a Council of Parent Attorneys and Advocates committee co-chair and a Thread volunteer. Outside of her busy advocacy and volunteering schedule, Mallory enjoys spending time with her husband and their dogs, golfing, trying new restaurants, and visiting Bethany Beach in Delaware. CLOSE MICHAEL I. LEVINE, ESQ. VICE PRESIDENT & TREASURER Michael Levine is the current vice president and treasurer of FMDT’s Board of Directors. He has been with FMDT since 2009. Michael’s experience in wealth management and trust divisions has spanned over four decades, where he has worked for various financial institutions. A member of the Maryland State Bar Association since 1974, Michael’s most rewarding professional experiences have been working with clients and families with special needs. In addition, his legal and wealth management background allows him to offer critical input to plan and administer trusts and estates. Michael holds a Bachelor of Arts from the University of Maryland and a Bachelor of Science and Juris Doctor degree from the University of Baltimore. He has also served as an Adjunct Professor at Stevenson University in the Department of Legal Studies. Michael is involved with several community organizations in addition to First Maryland Disability Trust. He is a board member at Oakland Mills Interfaith Center and his homeowner’s association. He also serves as a legal volunteer with Seasons Hospice and is on several synagogue committees. Michael enjoys spending time with family and friends, gardening, and traveling to interesting places in his free time. CLOSE MAY-LIS MANLEY, ESQ. In 2021, May-Lis Manley joined the FMDT Board of Directors, bringing more than 20 years of expertise as a disability and elder law attorney. She practices with Landsman Law Group, counseling clients on public benefit programs and special needs planning. In the past, she has worked with FMDT clients opening new trust accounts and appointing FMDT as a trustee in both first- and third-party special needs trusts. In her work, May-Lis sees the need for a better understanding and appreciation of special needs trusts and trust management, especially for beneficiaries and their families. Her extensive experience includes serving as a trustee for special needs trusts and as a guardian of property in Prince George’s County. In 1992, she graduated with honors from the University of Maryland School of Law and has a bachelor’s degree from Boston College. A member of the Maryland State Bar Association, she serves on the Bar’s Elder Law and Disability Rights Section Council. May-Lis was honored as a Maryland Bar Foundation Fellow in 2021. She has been a Special Needs Alliance attorney since 2011. In her off-time, May-Lis enjoys reading and hiking. CLOSE NATASHA LUDWIG, PH.D Dr. Natasha Ludwig joined the FMDT Board of Directors in the spring of 2021. As a neuropsychologist focused on clinical research on neurodevelopmental conditions in children, Natasha has translated her personal experience as the sibling of a person with a developmental disability into a career and a passion. She is eager to serve organizations that promote the welfare and independence of individuals with disabilities. Natasha holds a bachelor’s degree in Neuroscience from Union College and a master’s and doctoral degrees in Clinical Neuropsychology from Georgia State University. She is a licensed psychologist in the State of Maryland. Since 2019, she has worked in the Kennedy Krieger Institute’s Neuropsychology Department. Natasha is also an instructor of Psychiatry and Behavioral Sciences at Johns Hopkins School of Medicine, a member of the Luminaries at The Arc Baltimore, and an advisory committee member for Maryland’s Autism Waiver. She also belongs to multiple professional organizations, including the American Psychological Association, the International Neuropsychological Society, the American Board of Clinical Neuropsychology, and the International Society for Autism Research. Natasha enjoys traveling in her spare time. CLOSE ERIC JORGENSEN, MBA In Spring 2021, Eric Jorgenson began serving on FMDT’s Board of Directors. Through his company, Special Needs Navigator, Eric provides financial planning services where he draws on his passion for connecting people and supporting the disability community. He joined FMDT to help raise awareness about pooled trusts and their capabilities, which he believes are often overlooked as a viable resource. On the FMDT Board of Directors, Eric ensures prudent asset usage in support of advancing our mission. He brings his experience as the parent of a child with special needs and lends FMDT his unique talent for connecting people. Eric has a bachelor’s degree in Business Administration from Saint Leo University, where he graduated cum laude. He also holds two master’s degrees from the University of Maryland University College in Financial Management and Information Systems and Business Administration (MBA). In 2017, he earned his Chartered Special Needs Consultant certification from The American College of Financial Services. Additionally, he is a Lean Six Sigma Green Belt and an Institute for Divorce Financial Analysts Certified Divorce Financial Analyst. As a retired U.S. Navy veteran, Eric is also a member of The Veterans of Foreign Wars and Disabled American Veterans. In his free time, Eric can be found reading, hiking, and mountain biking. CLOSE COLIN MEEKS, CPA Colin Meeks has been an FMDT Board Member since 2017. He is a seasoned financial planner with nearly three decades of experience. In 1998, Colin founded Maryland Financial Advocates in the Baltimore, Maryland area. His practice provides special needs, elder care, retirement income, and personal financial planning. Colin specializes in working with families and individuals with unique needs, particularly families who have a child with special needs. Colin has a bachelor’s degree from the University of Maryland. In 2001, he became a Certified Financial Planner. He is also recognized by FINRA and the U.S. Securities and Exchange Commission as a broker and investment advisor. Additionally, he holds 14 state licenses and has passed five advanced-level exams certifying him as an experienced practitioner. Colin’s passion for special needs financial planning is rooted in his personal experience as the parent of a child with disabilities. He boasts raising his two sons as his greatest accomplishment, both personally and professionally. Outside of the office, Colin enjoys coaching his son’s sports teams, golfing, cooking, and watching baseball. CLOSE