Planning for your child’s future, especially when they have special needs, can feel overwhelming. It’s filled with uncertainties and a mix of emotions. However, creating a Special Needs Trust in Santa Clara is a crucial step in securing your child’s well-being, both now and for years to come. Understanding the Anxiety It’s natural to feel […]

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 […]

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 […]

I’ve written many times about the importance of selecting the right person to serve as trustee for a Special Needs Trust in California. The trustee will need to make distributions, file tax returns, and carry out numerous other duties that go along with administering a trust. Families often consider a sibling for this important role, but […]

…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 […]

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. […]

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 […]

Special needs planning attorneys in the San Francisco Peninsula have very specialized knowledge that can help families plan for their children’s future.  There are so many things to keep straight when it comes to raising your special needs child, and focusing on what will happen to him or her after your death is not something […]

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 […]

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 […]