Special needs trusts help many disabled Californians retain their eligibility for public benefits while holding different types of assets in trust. This can help people with special needs receive benefits through services such as Medicaid while providing them with...
Special Needs Trusts
When do I need to think about a special needs trust?
A special needs trust is an estate planning tool residents of the Bay Area may want to create in order to provide for a loved one who has a disability. For example, parents of an adult child who cannot function independently should consider this option. The special...
Do you know what special needs trust assets can be used for?
A special needs trust can be a great way to provide your loved one with financial resources while protecting his or her ability to obtain government benefits like Medicaid. Yet, there are a lot of misconceptions out there about special needs trusts. For example, many...
How a special needs trust can help families
A special needs trust can provide benefits to families which is why they are an important estate planning tool to be familiar with and understand. Estate planners considering estate planning options should what a special needs trust is and the benefits of having one...
When can special needs trusts be established in California?
For California parents and relatives who care for a loved one with special needs, it is important to think about the future. The proper care must be provided for their lifetime and it is no guarantee that the current caregiver can continue that indefinitely. This is...
What is a special needs trust and how can it help?
Trusts refer to when property is managed by someone for another person’s benefit. The property that is managed can include real estate, finances and other tangible items of property. A special needs trust is a type of trust that can provide certain benefits to estate...
Special needs trust can help children with disabilities
A child with special needs or a disability may need help with protecting their financial future and assuring that their needs are met. Through effective estate planning, you can address their financial needs by establishing a special needs trust that protects their...
How to plan for a person with special needs
If you're taking care of someone with special needs in California, you've probably wondered who's going to take care of that person after you pass away. To make sure he or she receives the best possible care, it's important to start planning sooner rather than later....
A special needs trust can be a life saver
Families who have a loved one with special needs may have many worries, including the cost of their care and how to plan for their long-term needs. Well-intentioned family members may look to wills or other estate planning documents to provide monetary support for...
Basics of special needs trusts
Estate planning can be complicated, but ensuring that one’s wishes are met post-death is important. This is especially true for those with disabled children and family members as proper estate planning can mean the difference between a normal standard of living and...
