Special Needs Planning

Special Needs Planning Attorney in Walnut Creek

Securing the Future for Those Living in Alameda County

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:

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.

Consequences of Not Creating a Will
Feldman Law Group successfully defended their client’s estate at a trial in Solano County Superior Court. The case ultimately se
Denial of Imposed Conservatorship
Aaron Feldman successfully defeated an attempt by the client’s sister to impose conservatorship over their mother and instead had his client named conservator.
Established Third Party Beneficiaries
Attorney Feldman successfully appealed to a lower court on behalf of former employees who were suing to enforce compensation provisions contained in the sale agreement of an HP subsidiary.
Limited Conservatorship
Feldman Law Group filed an emergency petition for a temporary conservatorship which was granted. This gave the parents peace of mind while the permanent petition was pending.
Petition for a Trustee
Feldman Law Group investigated a defective trust that was prepared by a notorious trust mill and successfully petitioned for the niece to be appointed as trustee.
Successful Conservatorship
Feldman Law Group successfully handled a conservatorship for a former client who had originally only downloaded a financial Power of Attorney off the internet.

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Special Needs Estate Planning Qualifications

A custom-tailored special needs trust must be carefully drafted to secure future Medi-Cal and other benefits.

At Feldman Law Group, our highly qualified special needs planning attorney in Walnut Creek offers the compassionate understanding to thoroughly comprehend your needs and the proven experience you demand to ensure your wishes are carried out for your disabled family member.

Contact Feldman Law Group

Headquartered in Walnut Creek, Feldman Law Group provides special needs planning, estate planning, and litigation for probate and trust administration matters in Alameda County. Founder Aaron Feldman is an experienced litigator and trained mediator, offering his clients a broad approach to their special needs support and other related matters.

Contact us online and ask how you can meet with Aaron to discuss what special needs planning goals you need to accomplish.

Begin Planning Today!

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