Feldman Law Group offers thorough and personalized special needs estate planning services for individuals and families. Our goal is to protect your loved one’s continued access to needs-based government benefits.
We can help you with the following special needs services for your estate plan:
- Autism & Special Needs Support
- Self-Funded Special Needs Trust
- Litigation Settlement Trusts
- Third-Party Special Needs Trust
What Is Special Needs Estate Planning?
Physical and mental limitations partially covered or not covered by private or employer-based health insurance may force special needs individuals to rely on government assistance, such as Supplemental Security Income (SSI) or Medi-Cal, California’s version of Medicaid.
Because eligibility for many of these assistance programs is income-based or asset-limited, special needs individuals who receive an inheritance, gift of money, or proceeds from a personal injury lawsuit may become ineligible for government assistance.
If you need help establishing one of these or another special needs plan for your child or loved one, contact our special needs planning attorney in Walnut Creek at Feldman Law Group by calling (925) 208-4543.