California Special Needs Planning
6 basic steps to protect your loved one
1) Have an estate plan that removes loved one from all assets.
2) Determine loved one’s eligibility and maximize his or her needs-based governmental benefits.
3) Establish a special needs trust to maintain quality of life.
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PLANNING FOR THE FUTURE OF YOUR LOVED ONE WITH A DISABILITY CAN BE CHALLENGING.
Planning for the future is a necessity, because predicting the future is impossible. From special needs estate planning and special needs trust administration to conservatorship, the law is complex and constantly changing.
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Services available on statewide basis.
