Category Archives: Special Needs Planning

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 […]

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. […]