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.

Ensuring Financial Security for Your Loved Ones

Special needs estate planning is a crucial step in securing the future of your loved ones with disabilities. It involves creating a comprehensive plan that addresses their unique financial, medical, and emotional needs, even when you are no longer able to provide care.

Why Choose Our Walnut Creek Special Needs Planners

At Feldman Law Group, our experienced special needs planning attorneys in Walnut Creek are dedicated to helping families in Alameda County navigate the complexities of special needs estate planning. We understand the importance of creating a personalized plan that safeguards your loved one's well-being and preserves their eligibility for government benefits.

With our expertise in special needs estate planning, we can assist you in:

  • Establishing a special needs trust to protect your loved one's assets
  • Ensuring proper management of funds for their ongoing care
  • Maximizing eligibility for government benefits, such as Supplemental Security Income (SSI) and Medicaid
  • Designating a trusted guardian or advocate to make decisions on their behalf
  • Creating a comprehensive care plan that addresses their medical, educational, and housing needs

By working closely with our team, you can have peace of mind knowing that you have taken the necessary steps to provide financial security and a quality life for your loved ones with special needs. Schedule a consultation with Feldman Law Group today and let us guide you through the process of special needs estate planning.

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.

Commonly Asked Questions About Special Needs Planning

What types of government assistance are covered in a special needs plan?

A special need plan may cover Supplemental Security Income (SSI) or Medi-Cal (California's version of Medicaid).

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 probate and trust administration matters in Alameda County. Founder Aaron Feldman is an experienced attorney 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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