Reviewing the Laws

Long Beach Special Needs Trusts

We can help you understand your options and how individual special needs trusts work so you can make an informed decision on this crucial matter. Our knowledgeable estate planning attorney proudly serves beneficiaries, their representatives, and their families.

Comprehensive Trust Services from an Experienced Attorney

Long Beach Special Needs Trusts
Special Needs Trusts:

A person with a disability may be rendered ineligible for Medi-Cal, Supplemental Security Income (SSI), or other public benefits if they receive an inheritance or simply accumulates too much money in their account. 

 

Any amount over $2,000 in assets will negatively affect benefit eligibility.

 

An individual special needs trust offers a way to protect the assets of a person with a disability while preserving their ability to receive public benefits. Funds can be distributed, as needed, to pay for extra care beyond what the government provides.

If you have a loved one in need of a special needs trust, we can help. 

Long Beach Special Needs Trusts

Call for a FREE Case Evaluation!

 

Please contact our office if you’re interested in determining how we assist you to establish an effective estate plan, preserve assets, and protect your loved ones.

6094667a4015d1f1c07fa31d_FINAL.png