Special Needs Trusts play a vital role in providing for a child with special needs, because they address the critically important issue of how your child will receive the care that he or she needs when you are not able to provide this care yourself.

Special Needs Trusts are very flexible documents; they can be used to achieve several goals, including:

• Creating a formal structure of family members, close friends, and professionals – each with specific roles and responsibilities – working together for the benefit of your child.
• Preserving eligibility for public benefits – such as Medi-Cal and SSI – allowing trust funds to be used to enhance your child’s quality of life instead of paying for food, housing, and medical care.
• Enabling other family members, such as grandparents, to bequeath property to a child with special needs without jeopardizing the child’s eligibility to receive valuable public benefits.
• Allowing parents of children with special needs to leave detailed instructions to future caregivers concerning all aspects of your child’s physical, mental, and psychological well being.

Please contact me at: 510-788-5700 for a free consultation, or to schedule an appointment.