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 […]

Planning for the Future With a Bay Area Special Needs and Guardianship Lawyer

Parenting isn’t always easy, and it’s even less so when your child has a disability.  We all have dreams of our children reaching full independence, but sometimes, this just isn’t possible.  Our children may have needs that go beyond what others require, special needs that demand specific planning in order to make sure that the […]

Why You Should Consider Working With A Special Needs Planning Attorney In The Bay Area

For parents with children with disabilities, whether minor or adult, it’s a good idea to take the extra step of meeting with a Bay Area special needs planning attorney.  This gives you the opportunity to set up the best possible scenario for your child if you are no longer able to provide care for him […]

The Letter of Intent as a Part of Your Special Needs Planning in the San Francisco Bay Area

The documentation that you create with your special needs planning lawyer in the Bay Area 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 their lawyer […]

3 Costly Mistakes Made By Most Families With Special Needs Children

As a Peninsula estate planning attorney, I know families with special needs children have unique planning requirements. Unfortunately there are many misconceptions when it comes to securing the financial future your child deserves.  Even well-meaning caregivers and service organizations don’t understand issues and can give bad advice. It is really critical for these families to […]

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