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.  All parents want to protect their children, and those with kids who have special needs sometimes find that they must take extra steps to make this happen.  An Orange County special needs lawyer can help make this a reality.

There are a number of qualified special needs lawyers in Orange County, but you are likely looking for someone who seems to truly understand your specific situation.  These days, a search for any sort of professional usually starts on the Internet.  You can use your favorite search engine to find qualified special needs planning lawyers in the Orange County area.  Another important resource is other families.  It’s likely that you know of other families in similar circumstances, and their recommendations often mean more than a pretty web site or a great per-hour fee.

Once you have a list of candidates, it makes sense to do a little pre-interview.  By asking each professional the same questions, you will have an apples-to-apples comparison when it comes time to make your choice.

Consider asking the following questions:

  • How many years’ experience do you have in Special Needs Planning?
  • What led you to this kind of work?
  • What is your overall educational and professional background?
  • How would you describe a Special Needs Trust and what it means for my family?
  • What are your typical fees?  Do you bill hourly or will I have the benefit of flat fees?
  • Do you recommend any specific products, and if so, are you affiliated with those companies?
  • Can you provide references of other families similar to mine who have used your Special Needs Planning services?

You’ll likely have other questions that are important to you.  For example, are there specific considerations that come into play when it comes to your child’s particular disability?  Are there other family members or caregivers that need to be involved in the planning process?  What government and other resources are available, and how does your special needs planning affect eligibility?

Of course, the overall goal is to find someone knowledgeable who can guide you as you put your plan together.  In the end, you should feel confident that you have created a plan that will protect and care for your special child when you are no longer able to do so yourself.

If you’re ready to talk with an experienced special needs attorney who can help you create a plan that protects your child and his or her future needs, please call our Newport Beach special needs attorneys at (949) 260-1400 and ask to schedule a Family Wealth Planning Session with the mention of this article.