Securing Your Child’s Future: The Benefits of a First-Party Special Needs Trust

As a parent, ensuring the long-term well-being of your child, especially if they have special needs, is paramount. If your minor child is receiving a settlement due to a lawsuit and will require care throughout their life, it’s crucial to manage these funds wisely. One effective solution is establishing a first-party special needs trust, a […]

What Your Child’s Special Needs Trust Should NEVER Pay For: Guidance from a Bay Area Special Needs Lawyer

Special Needs Trusts (SNTs) are designed to provide supplemental support to individuals with disabilities without jeopardizing their eligibility for government assistance, such as Medi-Cal or Supplemental Security Income (SSI). However, there are certain expenses that an SNT should not cover. Understanding these can prevent unintentional complications and preserve the trust’s integrity. Let’s dive deeper with […]

Santa Clara Special Needs Attorneys Answer, “What Can a Special Needs Trust Pay For?”

Parenting an adult with special needs can present unique financial challenges. A Special Needs Trust can help to ease the burden by providing additional resources without compromising your child’s eligibility for government benefits. Depending on what kind of government aid the person is receiving, funds from a trust may be used to cover things like […]

Bay Area Special Needs Attorney on the Differences between an ABLE Account and a Special Needs Trust

Individuals who have disabilities often require government assistance to cover the costs of professional support and care. However, programs such as Medicaid and Supplementary Security Income (SSI) are means-tested, so eligibility is determined based on an individual’s or family’s income and assets. People who have disabilities must carefully manage their finances in a way that […]

Best Ways to Plan Your Estate When You Have a Child with Special Needs

Planning for death can be an unpleasant experience for anyone. It often comes with uncomfortable conversations and difficult decisions. However, creating an estate plan is one of the most important things you can do in life. If you want to protect your loved ones and ensure they receive the care and assistance they need when […]

Special Needs Planning with a Limited Conservatorship

Autism and other conditions can affect people throughout their whole lives, and some may need assistance throughout adulthood. However, in the eyes of the law all adults who reach the age of majority become independent and are presumed to have the ability to make their own decisions, including financial decisions. Some adults with special needs […]

Santa Clara Special Needs Lawyers: 3 Important Steps for Special Needs Trusts

All parents who have a child with special needs want to make sure that those children are taken care of in every instance—most importantly, after the parents have passed away or can no longer provide personal care for the child. Creating a special needs trust is extremely crucial in keeping that continuity of care and […]

Santa Clara Special Needs Lawyer Discusses Special Needs Planning and the Absentee Parent

Family relationships can be complicated. Not every parent remains in his or her child’s life, which can complicate matters when the child has a disability or special needs. This can create financial issues too, especially if the other parent is absent but still living and the child’s eligibility for benefits is affected as a result. […]

Dangers of Using “DIY” Online Software to Create a Special Needs Trust in Santa Clara for a Child with Disabilities

We’re often asked by parents of kids with special needs for our honest opinion on using Do-It-Yourself software to create a Special Needs Trust in Santa Clara. Obviously, DIY programs cost less than working with an attorney, and the ability to create a document online offers an extra level of convenience and ease. But… buyer […]

My Loved One with Disabilities Has Died. What Happens to The Funds Left Over in a Special Needs Trust in Santa Clara County, California?

A Special Needs Trust (SNT) is a complex legal tool set up on behalf of a person with special needs or disabilities. The SNT allows a beneficiary with special needs to safely take advantage of money or property in the trust without jeopardizing the ability to collect needs-based public benefits such as Supplemental Security Income […]

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