Category Archives: Special Needs Planning

How Is a Trustee Paid for Managing a Special Needs Trust? | Orange County Special Needs Planning Lawyer

As an Orange County special needs planning lawyer, I often help parents set up a supplemental or Special Needs Trust in California to protect their child’s resources and inheritance for the future. When crafting this important document, the attorney will also help their clients choose a trustee who will be charged with overseeing and managing […]

Orange County Trust Lawyer: How to Protect an Inheritance for a Loved One Battling Bipolar Disorder

As an  Orange County trust lawyer, I am often asked by parents if it is possible to protect an inheritance for an adult child who battles Bipolar Disorder.  Unfortunately, one of the hallmarks of the condition is excessive financial spending while in the mania phase of the disease.  Parents often worry that if they leave […]

How to Handle Decision Making for an Adult Child With Special Needs When the Parents Are Divorced

Any type of co-parenting relationship can be complicated, especially when the relationship ends in divorce. Divorcing parents of an adult child with special needs child may have questions about their rights and obligations as guardians when it comes to making decisions for child with disabilities. While laws may vary from state to state, the core […]

Orange County Special Needs Lawyer: How to Stay in Control of a Disabled Child’s Affairs When He or She Becomes an Adult

By Orange County Special Needs Lawyer Darlynn Morgan When a child with special needs turn 18, he or she becomes an adult in the eyes of the law.  However, if the child’s disability prevents him or her from making adult decisions and being able to manage his or her affairs, the parents will need to […]

Orange County Special Needs Planning Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

If you are over 70 and ½ years old, you can donate some or all over your IRA to an eligible special needs charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from your IRA to the charity. Not only is this a great way to support your favorite […]

Orange County Special Needs Lawyer: Reasons to Consider a Professional Administrator for Your Child’s Special Needs Trust

I’ve written many times about the importance of selecting the right person to serve as trustee for a disabled person’s Special Needs Trust. The trustee will need to make distributions, file tax returns and carry out numerous other duties that go along with administering a trust. Families often consider a sibling for this important role. […]

Orange County Special Needs Lawyer: Special Needs Trusts Protect Government Benefits and MUCH More

Unfortunately, many parents of children with special needs wait until their child turns 18 to consider creating a Special Needs Trust. Sometimes they even wait until their child eventually needs government benefits like SSI or Medi-Cal. However, Special Needs Trusts do a lot more than just to protect the beneficiary’s access to government benefits and […]

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 […]