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.

Dangers of Using “DIY” Online Software to Create a Special Needs Trust in California for a Child with Disabilities

We’re often asked by parents of kids with special needs for our honest opinion on using Do-It-Yourself software to create a Special Needs Trust in California. Obviously, DIY programs cost less than working with an attorney, and the ability to create a document online offers an extra level of convenience and ease. But… buyer beware. […]

My Loved One with Disabilities Has Died. What Happens to The Funds Leftover in a Special Needs Trust?

A Special Needs Trust (SNT) is a complex legal tool set up on behalf of a person with special needs or disabilities. The SNT allows a beneficiary with special needs to safely utilize money or property in the trust without jeopardizing the ability collect needs-based public benefits such as Supplemental Security Income (SSI) and Medi-Cal. […]

How a Special Needs Attorney in Orange County Can Help Your Family Prepare For The Future

Parents of children with special needs often find themselves overwhelmed with the daily responsibilities of managing their child’s care and coordinating various services. There is often very little time or energy left to spend on long-term planning. However, consulting with a special needs attorney in Orange County can get you started on the right path […]

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 […]

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 […]

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 […]