Planning for a loved one with special needs isn’t just about legal documents—it’s about creating a structure of protection, support, and sustainability that can last a lifetime. If you’ve been exploring the idea of a Special Needs Trust (SNT), you’ve likely [...]
For individuals with disabilities, government assistance programs like Medi-Cal, Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), and Childhood Disability Benefits (CDB) serve as essential lifelines. These programs provide crucial financial support and access to healthcare services. However, without proper [...]
Medi-Cal, which is California’s Medicaid program, has been in place for almost 60 years; during this time, it has gone through a number of changes. In 2024, some significant changes occurred that will make it easier for people with disabilities to [...]
Have you noticed a shift towards encouraging individuals with disabilities to make better decisions independently? This approach, known as supported decision-making, is gaining attention and transforming support systems for those with disabilities. In this blog post, I take a closer look [...]
When creating a special needs trust, one of the most important decisions is choosing who will manage the trust after you’re gone. This person is called the successor trustee. Selecting the right successor trustee is crucial to ensure your child with [...]
Are you facing the challenging task of estate planning for a family that includes both neurotypical children and children with special needs? Understanding how to navigate the difficult special needs estate planning landscape effectively is crucial. Estate planning is a critical [...]
Navigating Special Needs Estate Planning: A Guide for Families As parents or guardians of children with special needs, it's natural to have concerns about our child’s long-term wellbeing, especially if they're facing challenges due to conditions like autism or mental health [...]
You may have a disabled child who's turning 18. And you've heard from others, maybe other parents, your child might qualify for a benefit called Supplemental Security Income, or “SSI.” What is that? And how can your child qualify? How can [...]
http://www.youtube.com/watch?v=wyxN2Zozolw What is a special needs trust? Who is eligible for one? What are the different types of special needs trusts? Who can help you create one? In this guide, I will talk about the special needs trust (SNT) and [...]
A lot of clients asked me, “What can I use a special needs trust for? What distributions are OK? And which ones are prohibited?” In this post, we're going to be talking about special needs trust restrictions, including what you can [...]