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California Special Needs Trust Mistakes To Avoid

California Special Needs Trust Mistakes To Avoid

12/21/2022
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
Efficient Use Of Your Resources With A Special Needs Trust

Efficient Use Of Your Resources With A Special Needs Trust

12/21/2022
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
Special Needs Trust Essentials

Special Needs Trust Essentials

12/21/2022
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

Emotional Issues And Creating A Special Needs Trust

12/21/2022
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
When Does It Make Sense To Create A Trust

When Does It Make Sense To Create A Trust?

12/21/2022
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

What is a Pooled Charitable Trust?

12/21/2022
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

Is Asperger’s the same as autism?

12/21/2022
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

Can I Appoint a Conservator For My Adult Child After My Death?

12/21/2022
If you have an adult child with special needs, you no doubt worry what will happen when you are no longer here to care for him or her. This is especially true if your child requires constant care and supervision. ... Read More

What Is a Third Party Special Needs Trust?

12/21/2022
If you are someone with a disabled or special needs child, you might consider creating a trust to provide for your loved one. Some disabled individuals create their own trusts, but in doing so, they may disqualify themselves from receiving ... Read More

How Can a Special Needs Trust Help My Child Financially in the Long-term?

12/21/2022
One concern you need to have with leaving your child an inheritance is the effect it may have on his or her ability to receive federal benefits. Some options may reduce his or her benefits or make your child unable ... Read More