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 […]

How Is a Trustee Paid for Managing a Special Needs Trust in California?

Silicon Valley special needs planning lawyers often help parents set up a Supplemental or Special Needs Trust in California to protect their child’s resources and inheritance for the future. When crafting this important document, the attorney will also help their clients choose a trustee who will be charged with overseeing and managing the funds in […]

How to Handle Decision Making for an Adult Child with Special Needs When the Parents Are Divorced

Any type of co-parenting relationship can be complicated, especially when the relationship ends in divorce. Divorcing parents of a special needs child, even one that has reached adulthood, may have questions about their rights and obligations as guardians when it comes to decision making for an adult child with special needs. While laws may vary […]

Silicon Valley Will and Trust Lawyer: Three Considerations When Planning for a Child with Special Needs

Your time and energy are spent helping your child with special needs to get the most out of life. But have you ever considered what would happen to your child if you were to suddenly become incapacitated or pass away? Working with a Silicon Valley will and trust lawyer experienced in special needs law is an […]

Santa Clara Special Needs Planning Attorney: How to Plan for Your Child’s Future When You Are Divorcing

Raising a child with special needs is challenging. Sadly, the stress of the situation contributes to a high rate of divorce among couples who are raising children with special needs. In fact, it is estimated that the rate of divorce in these households are between 80% and 90%. If you are going through a divorce […]

Santa Clara Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

Santa Clara Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About If you are over 70 ½ years old, you can donate some or all over your IRA to an eligible charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from […]

Santa Clara Special Needs Attorney: You Can Now Save More Money in ABLE Accounts in 2018

The Achieving a Better Life Experience (ABLE) Act, which was created by Congress in 2014, allows people with disabilities and their families to save up to $100,000 in accounts for the benefit of a disabled person. The funds can be saved without jeopardizing the individual’s eligibility for Medi-Cal, Supplemental Security Income (SSI), and other government […]

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 […]

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