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  • Practice Areas
    • Estate Planning
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    • Public Benefits/ Special Needs Planning
    • The LifePlan Program
    • Trust Administration
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How to plan for a person with special needs

On behalf of Law Offices of Berge & Berge LLP | Dec 29, 2020 | Special Needs Trusts

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

On behalf of Law Offices of Berge & Berge LLP | Dec 10, 2020 | Special Needs Trusts

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

On behalf of Law Offices of Berge & Berge LLP | Aug 31, 2020 | 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...

How can a special needs trust help your special needs child?

On behalf of Law Offices of Berge & Berge LLP | Jan 10, 2020 | Special Needs Trusts

As the parent of a special needs child, you know how hard it can be to get through the day. Every task requires more attention. There’s never a break. You love your child, and you’re always ready to meet the next challenge. But how would your child fare if you weren’t...

The connection between fundraisers and special needs trusts

On behalf of Law Offices of Berge & Berge LLP | Sep 27, 2019 | Special Needs Trusts

Life always changes, for better or for worse, but most people do not prepare for the what-ifs. Life-altering events, such as catastrophic injuries or unexpected illnesses, can leave one with intense feelings of helplessness and stress. An affected individual facing...

Things To Consider To Choose The Right Trustee For An SNT

On behalf of Law Offices of Berge & Berge LLP | Jul 24, 2019 | Special Needs Trusts

Creating a special needs trust can bring many California parents peace of mind. They know that their child will receive the supplemental care they need when they are gone.  However, it is important for parents to choose the right trustee to ensure that the trust...

First-party v. third-party special needs trusts

On behalf of Law Offices of Berge & Berge LLP | May 7, 2019 | Special Needs Trusts

One of the nice things about trusts is that there are so many different kinds. It is safe to say that California families could find a variety of trusts that fit their individual needs.  In fact, many of those trusts include different kinds within one type of...

How a special needs trust can secure your child’s future

On behalf of Law Offices of Berge & Berge LLP | Apr 4, 2019 | Special Needs Trusts

Estate plans are exactly that: a plan for the future. They ensure your loved ones are cared for, even after you are gone. For parents whose children have special needs, the estate plan should also include considerations for their care. This can be stressful,...

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Recent Posts

  • Estate planning after dementia diagnosis
  • How to plan for a person with special needs
  • A special needs trust can be a life saver
  • Organizing an estate plan can save time and money
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