Category Archives: Special Needs Trust

When you have a disability and are surviving on Social Security Disability (SSI), Medi-Cal (California Medicaid), and living in Housing and Urban Development (HUD) lodging, the value of personal assets you are permitted to retain is extremely limited.  If you ... Read More

For those with special needs, finding ways to supplement their income while continuing to qualify for essential public benefits can be a challenge.  One resource available to someone in this situation is a California special needs trust.  This type of ... Read More

If you or a loved one has a significant disability, you may have heard of a special needs or supplemental needs trust.  This unique legal structure is set up to hold assets for the benefit of a disabled individual without ... Read More

For someone with a disability, a California special needs trust can be a critical resource.  Having this kind of trust in place means that the disabled individual can have the support he or she needs to have a higher quality ... Read More

Living with a disability can be financially challenging, especially when you rely on income-sensitive government programs to support yourself.  Although these resources can help cover basic living and medical costs, they don’t pay for much else. Fortunately, when you have ... Read More

When an individual has a significant disability, and financial resources are limited, qualifying for government programs is usually a crucial part of how he or she will be able to meet their basic needs. Because these programs are income-sensitive, qualifying ... Read More

Those who have a family member with special needs are well-advised to explore the benefits of special needs trusts. Many people focus on the financial perks of this option, which may include allowing a loved one to continue receiving critical ... Read More

In concept, trusts can be an excellent way to pass assets to your beneficiaries without making them go through the burden and expense of a California probate case.  However, this estate planning tool may not be the right answer for ... Read More

Are you a California resident with a dependent who has special needs? If so, you likely know a little about trusts. These allow you to manage assets and finances for a loved one even after your passing. It is a ... Read More

In all ethnic, racial and socioeconomic groups, there has been a population of people whose behavior tends to fall outside established social norms. Researchers have attempted to create a vocabulary with which to better understand and explain such behavior. However, ... Read More