Notice: Due to COVID-19, we will be conducting all consultations either via video chat, phone, or email. Please don’t hesitate to call us if you have any questions!
Estate PlanninG
Schedule Appointment HABLAMOS ESPANOL 888.698.3951
Menu

Blog Posts in Special Needs

All Posts
  • The Able Accounts for Special Needs Individuals
    The Able Accounts for Special Needs Individuals

    Individuals who will be eligible for the CalABLE program have even more reason to look forward to its launch later this year following the passage of CA Senate Bill 218 last October. Signed in 2014 by ...

    Read More
  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

    Read More
  • A Special Needs Trust Can Now Be Designated as an Option Beneficiary
    A Special Needs Trust Can Now Be Designated as an Option Beneficiary

    Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...

    Read More
  • What is a First Party Special Needs Trust?
    What is a First Party Special Needs Trust?

    A First Party Special Needs Trust [“SNT”] is established by a disabled person to hold their assets so that they do not lose government benefits. An SNT is used to hold an inheritance, childhood ...

    Read More