Self-Funded Special Needs Trust Attorney in Walnut Creek
Build a Plan That’s Right for Someone You Love in Alameda County
The goal of creating a Self-Funded Special Needs Trust is to allow the disabled person to retain a gift of money or an inheritance without jeopardizing other benefits. At The Feldman Law Group, we know how to create the trust that will ensure your special needs loved one has access to superior care and a good quality of life.
Generally speaking, a disabled individual who receives a cash gift or an inheritance must claim the gift as “property,” disqualifying the individual from receiving needs-based government benefits. A properly drafted self-funded special needs trust holds the cash or assets in a trust. The funds are not under the disabled individual’s control. Therefore, the beneficiary can continue to receive government benefits.
Additionally, the self-funded special needs trust may pay for some specific needs of the disabled individual as the trustee wishes, including:
- Medical care
- Dental care
- Personal care services
- Handicapped-equipped vehicles
These items and more can be paid through the trust without jeopardizing government benefits, as long as the trustee adheres to the standards set for maintenance of the trust and for investing of trust assets. A self-funded special needs trust attorney in Walnut Creek can help you establish this important part of your estate plan if you have a child or another special needs relative in Alameda County.
“He actually visited my mother in her care home to get the necessary signatures for me to be able to proudly take care of my dying parent.”- Karen H.
“The Feldman Law Group was responsive, covered all options and had an excellent staff.”- Clay C.
“I especially appreciate Mr. Feldman coming to us when we could not come to him and he remained available when I had questions.”- Gail B.
A properly drafted self-funded special needs trust safeguards your assets, assures quality of care for the disabled person you love, and offers you peace of mind for the future.
At The Feldman Law Group, we can help you work toward achieving your estate planning goals if they include providing protection for a loved one with a disability or other special needs. Our self-funded special needs lawyer in Walnut Creek can provide the experience you need to rest assured that your loved one will be financially secure after your passing.
Founding attorney Aaron Feldman is an experienced litigator and trained mediator, offering his clients a broad approach to their special needs support or other estate planning matters in Alameda County.
Contact us online to learn more about how our services can match your current and future legal needs!
Our deep roots in the community extends far and wide from volunteering as mediators at the Contra Costa Bar Association and sponsoring organizations like the Down Syndrome Connection, Morgan Autism Center, Special Kids Foundation.