Estate PlanninG
Special Needs

San Ramon Special Needs Trust Attorney

Many of us can only imagine the challenges that accompany caring for a child with special needs. The uncertainty about how to provide for their financial and personal needs later in life is just one piece of a complicated puzzle. While there are public benefit programs to assist your family, they are often difficult to navigate. Moreover, eligibility requirements plus the amount and structure of the benefits may change over time.

You deserve the freedom to focus on loving and caring for your special needs child without the stress of an uncertain future. Establishing a trust designed specifically to fund and administer ongoing care may be a critical solution for your family.

We understand the laws that provide public benefits for individuals with special needs and how to structure a Special Needs Trust (SNT) to maximize those benefits to your family and child over time. By working with Ivette Santaella to establish a Special Needs Trust, you will:

  • Capitalize on all the benefits available
  • Preserve the ability to set aside supplemental funds without jeopardizing public benefit eligibility
  • Understand the ins and outs of local laws and program administrators and how to structure your SNT accordingly

While creating a Special Needs Trust is complex, we understand the legal issues in exhaustive detail. As we do with our other estate planning and administrative services, we focus on understanding your family and concerns so that we can tailor a plan to meet your unique needs.

What’s next? Schedule a free phone consultation to discuss your situation and learn about your options.

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