Meredith H. Greene

Meredith Greene advises individuals and families on estate planning, particularly special needs planning, guardianship, conservatorship, adult services advocacy and government benefits advocacy. Meredith represents clients in all aspects of estate and generational wealth planning, probate matters and estate administration.

Meredith develops first-party and third-party supplemental needs trusts, irrevocable trusts, marital deduction trusts, wills, health care proxies, HIPAA release authorizations, durable powers of attorney and appointments of advocate. She also performs trust reviews and serves as a professional trustee on special needs trusts.

Meredith represents families in guardianship and conservatorship proceedings. In addition, she advocates for clients with the Department of Developmental Services and disability service providers, and represents clients in Social Security Administration appeals. Meredith has been appointed and has served as guardian ad litem in probate court matters.

Meredith was trained as a parent advocate, representing children and families in the area of special education, through the Federation of Children with Special Needs. She is a member of multiple organizations on behalf of individuals with special needs. Meredith speaks often covering diverse topics, including special needs planning, guardianship and alternatives/supported decision making, and government benefits for individuals with special needs.