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Category Archives: Special Needs Trust

7 Tips For California Special Needs Estate Planning

7 Tips for California Special Needs Estate Planning

05/11/2023
Preparing for the future is particularly important when you care for a loved one with special needs. Their future care after you pass away or are no longer able to personally meet their needs requires careful forethought and advance planning. ... Read More
Creating A Secure Future For Your Disabled Child

Creating a Secure Future for Your Disabled Child

01/06/2023
When a child has a significant disability, it can have a profound effect on everyone in the family. Parents, who are devoted to doing all that they can to meet their child’s complex needs while they are growing up, usually ... Read More

What Should I Know About First Party Special Needs Trusts?

12/28/2022
Like many other California residents, you understand that it is important to have your estate planning in order for the benefit of your loved ones. However, what about taking charge of your own medical and financial needs if you become ... Read More

What Are The Different Types Of Special Needs Trusts?

12/22/2022
You may already know that special needs trusts are available for you to provide financially for a disabled loved one in California, both now and after your death. You may also know that special needs trusts allow you to provide ... Read More
Supplemental Trust And Special Needs Planning

Supplemental Trust And Special Needs Planning

12/22/2022
Parents and loved ones of someone with a disability can be faced with many challenges as they plan for the future. This situation can be especially difficult when resources are limited, and the person is unable to support themselves. While ... Read More
Understanding California Special Needs Trust

Understanding California Special Needs Trust

12/22/2022
If you have a child or other loved one with a significant disability, you have probably thought about ways to make sure that they will have all that they need in the future. For many, families, government programs such as ... Read More
What Does A California Special Needs Trust Allow

What Does A California Special Needs Trust Allow?

12/22/2022
For a California resident living on benefits public assistance programs such as Medi-Cal (California Medicaid) and Social Security Income (SSI), there is usually little to no money left at the end of the month after covering basic expenses. Fortunately, someone ... Read More
Do I Need A Lawyer To Create My California Special Needs Trust Plan

Do I Need A Lawyer To Create My California Special Needs Trust Plan?

12/22/2022
When you have a child or loved one with a severe disability, planning for his or her care is usually a significant priority. After going through the government benefit application and eligibility process, the recipient is usually left with income-sensitive ... Read More
The California Special Needs Trust Trustee

The California Special Needs Trust Trustee

12/22/2022
When someone has a significant disability and requires government program assistance to meet their basic living needs these benefits are rarely enough to afford them more than a basic quality of life. This is because these programs provide just enough ... Read More
Can I Be Out Of State And Set Up A California Special Needs Trust For My Loved One Residing In California

Can I Be Out Of State And Set Up A California Special Needs Trust For My Loved One Residing In California?

12/22/2022
Having a loved with a disability can mean having to become well-versed in government program guidelines and eligibility requirements while making sure they have what is needed to live comfortably. Even if you do not live close by, setting up ... Read More