ABLE accounts can benefit loved ones with “Special Needs”

October 2, 2017

For families with disabled loved ones who are potentially eligible for means-tested government benefits such as MediCal (known as Medicaid in other states) or Supplemental Security Income (SSI), estate planning can be a challenge. On the one hand, you want to provide the most comfortable life possible for your family member. On the other hand, […]

“Special Needs” Trust

September 6, 2012

If someone you love has a disability, there are many needs to consider.  A disability may be the result of an injury or illness, starting at birth or happening later in life. Planning for the future care needs, such as for a disabled child, grandchild, brother or sister,  may be addressed comprehensively by creating a  “Special Needs” Trust.