Walnut Creek, California

The Third Party Special Needs Trust allows you to set aside funds or pass an inheritance on to your disabled loved one. Funds you have set aside are directly transferred to the trust so your loved one can benefit from the funds exactly as you have planned.

How a Third Party Special Needs Trust Works

The Third Party Special Needs Trust is created by the disabled person’s parents or other relatives as part of the overall estate planning process. Concerns about gifts of cash or inheritances that may disqualify a disabled individual from obtaining full government benefits, or uneasiness about the disabled person’s capacity to manage large funds make the Third Party Special Needs Trust a wise choice. Rather than leaving assets directly in the care of the disabled person, the trustee retains control over the trust assets, disbursing funds as needed and preserving government benefits.

Contact Aaron Feldman today to set-up a third party special needs trust.

About the Feldman Law Group

Headquartered in the Walnut Creek area (Lafayette, California) the Feldman Law Group provides special needs support and real estate litigation in and around the San Francisco Bay area. Founder Aaron Feldman is an experienced litigator and trained mediator, offering his clients a broad approach to their special needs support or real estate litigation. Contact Aaron today for your free consultation. Email him at:  aaron@feldmanlawgroup.com or call him at: 925-283-6691.