Silicon Valley Special Needs Lawyer: Special Needs Planning for Divorced Families

When it comes to creating a special needs plan for a loved one with disabilities, it’s the hope that all family members are in agreement and ideally on the same page. But, as a Silicon Valley special needs lawyer, I have seen that even if everyone is working together, there can be issues when the […]

Preliminary Dos and Don’ts for Special Needs Planning in Santa Clara County

Special needs planning in Santa Clara County can be daunting if you’re just starting. However, a Santa Clara County special needs lawyer can save you the headache of planning and the worry over whether your plan will be executed properly. If you’re new to special needs planning and aren’t sure where to start, check out […]

Parents of Disabled Children: These 4 Critical Components Should Be Part of Your Bay Area Special Needs Planning

When you have a child who may require a lifetime of assistance and care, extra attention must be given to planning their future. Our Bay Area special needs planning lawyers work with parents every day to ensure their disabled children have necessary estate and transition plans in place for total peace of mind in this […]

Santa Clara Special Needs Lawyer: Will Receiving an Inheritance Cause Me to Lose My Government Benefits?

As a Santa Clara special needs lawyer, I often receive questions about whether a disabled individual can continue to receive benefits after receiving an inheritance. The answer is that it really depends on the type of benefit that is being collected. Social Security Disability Insurance (SSDI) SSDI is a government benefit that helps those with […]

The Letter of Intent as a Part of Your Special Needs Planning in Santa Clara County

The documentation that you and your lawyer create for your special needs planning in Santa Clara County will be quite detailed and will take an incredible amount into consideration, but it will likely not cover every possible concern or wish you may have for your child’s future care.  For that purpose, many parents work with […]

What the Heck is a Pooled Trust?

…And How May Seniors or People With Disabilities Benefit from One? When making decisions on care and insurance coverage for disabled and/or elderly loved ones, it’s easy to get lost in the myriad of choices and complicated regulations. With Medi-Cal there are income caps and asset limits, so individuals often do not qualify because their […]

What Benefits is my Autistic Child Eligible for in Santa Clara County?

If your child has been recently diagnosed with autism, you are probably feeling overwhelmed with this new direction your life has taken and inundated with information about how to care for your very special child. The good news is that there are a number of ways that the government and other organizations can help you. […]

Santa Clara Special Needs Lawyer: Basics of a Special Needs Trust

For families with special needs individuals, ensuring the care for their loved ones once the caretakers are gone is of the utmost priority. The loss of specialized care and Medi-Cal or SSI benefits is a very real danger if proper special needs planning is not put in place, which is why Santa Clara special needs […]

Trustee Fees as Part of Special Needs Planning in Santa Clara

In order to ensure proper use of funds, Santa Clara special needs planning lawyers help their clients choose a trustee.  This person is put in charge of the special needs trust, and instead of providing money directly to the beneficiary (the child with special needs), the trustee will usually pay directly from the trust to […]

A Santa Clara Special Needs Attorney’s Take on the ABLE Act and New Savings Opportunities for Disabled Individuals

Thanks to a new law passed in Congress last month, disabled individuals will no longer have to choose between saving a small nest egg for future care expenses or preserving long-term eligibility for low-income benefits such as Medi-Cal or Supplemental Social Security Insurance (SSI). Under the Achieving a Better Life Experience (ABLE) Act, individuals with […]

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