Category Archives: California Special Needs Planning

Morgan Law Group takes great care to help you create a special needs trust for your child or loved one in California so that they will be able to benefit from various government benefits throughout their life, while the trust supplements their needs with trust funds.

Newport Beach Special Needs Lawyer: Special Needs Planning for Divorced Families

As a Newport Beach special needs lawyer, I can tell you that when it comes to creating a special needs plan for a loved one with disabilities, it’s the hope that all family members are in agreement and ideally on the same page. But, even if everyone is working together, there can be issues when […]

Preliminary Do’s and Don’ts for Special Needs Planning in Orange County

Special needs planning in Orange County can be daunting if you’re just starting. However, an Orange County special needs lawyer can save you the headache of planning and the worry over whether your plan will be executed properly. If you’re new to special needs planning and aren’t sure where to start, check out these do’s […]

Parents of Children with Disabilities: These 4 Critical Components Should Be Part of Your Orange County Special Needs Planning

When you have a child that may require a lifetime of assistance and care, extra attention must be given to planning their future.    Our Orange County special needs planning lawyers work with parents every day to ensure their disabled children have necessary estate and transition plans in place for total peace of mind in this […]

Orange County Special Needs Lawyer: Will Receiving an Inheritance Cause Me to Lose My Government Benefits?

As an Orange County special needs lawyer, I often receive questions about whether a disabled individual can continue to receive benefits after receiving an inheritance. The answer is that it really depends on the type of benefit that is being collected. Social Security Disability Insurance (SSDI) SSDI is a government benefit that helps those with […]

Orange County Special Needs Trust Lawyer FAQs

For families who have members with special needs, it can sometimes feel like life is all about asking questions. Orange County special needs trust lawyers are well aware of this and are committed to helping clients find the answers and to develop workable solutions. A number of questions come up repeatedly, so here’s a little […]

Trustee Fees as Part of Special Needs Planning in Orange County

In order to ensure proper use of funds, Orange County special needs planning lawyers help their clients choose a trustee.  This person is put in charge of the special needs trust, and instead of providing money directly to the beneficiary (the child with special needs), the trustee will usually pay directly from the trust to […]

An Orange County Special Needs Attorney’s Take on the ABLE Act and New Savings Opportunities for Disabled Individuals

Thanks to a new law passed in Congress last month, disabled individuals will no longer have to choose between saving a small nest-egg for future care expenses or preserving long-term eligibility for low-income benefits such as Medicaid or Supplemental Social Security Insurance (SSI). Under the Achieving a Better Life Experience (ABLE) Act, individuals with disabilities now have […]

Planning for the Future With an Orange County Special Needs and Guardianship Lawyer

Parenting isn’t always easy, and it’s even less so when your child has a disability. We all have dreams of our children reaching full independence, but sometimes, this just isn’t possible. Our children may have needs that go beyond what others require, special needs that require specific planning in order to make sure that the […]

Special Needs Planning Issues Following Divorce

Divorce can be complicated, frustrating, disappointing, expensive, along with a whole range of other emotions, as anyone who has endured this type of proceeding can attest. As difficult as the issues can be in a divorce proceeding, can you imagine what happens when divorce involves a child with a disability? This issue of The ElderCounselorTM […]

7 Tips for Families with Special Needs

This month’s issue of The ElderCounselor™ examines the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries.  Understanding the pitfalls associated with special needs planning is a […]