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. […]
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 […]
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 […]
There are a lot of considerations that need to be made when it comes to Orange County special needs planning, and you want to be sure you have an attorney who is well-versed in your options.
As an Orange County special needs planning attorney, I’ve been privy to the fears and concerns of special needs parents through the years including, “What will happen to my child when I am gone,” and “How will he/she be provided for financially in my absence?” As a mother myself, I understand these are legitimate concerns […]