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Posts Tagged: Special Needs Planning

Planning a Bequest for a Child on Public Benefits

Q.  One of our adult children has a disability and receives SSI and Medi-Cal. We are concerned that an inheritance may terminate his benefits.  We have heard something about a Special Needs Trust. Can you tell us more about that? A.  Sure. As you apparently know, your son cannot have more than $2,000 in savings… Read More »

Posted September 15, 2013 by Gene Osofsky & filed under Special Needs Planning.

How a Special Needs Trust Can Help Your Child

You know how important it is to protect your family with an estate plan, but if you have a child with special needs then taking steps to protect them if something should happen to you is essential.  Unfortunately, for families which include special needs children, knowing exactly the best way to protect your child(ren) isn’t… Read More »

Posted March 5, 2011 by Gene Osofsky & filed under Estate Planning, Special Needs Planning.

Planning for the Future is Essential for Special Needs Families

If you have a special needs child, parent, or sibling then you know that planning for the future can be overwhelming under the best of circumstances; which is why so many parents and caretakers tend to live for today, while planning for tomorrow is always put off until… well, until tomorrow.  But if planning and… Read More »

Posted September 23, 2010 by Gene Osofsky & filed under Special Needs Planning.

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Serving The East Bay of San Francisco, and surrounding cities

 

TEL: (510) 247-2555
TEL: (925) 847-0737
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Elder Law Blog

  •  Inheritance While on Medi-Cal? How To Preserve Your Benefits
  • Preserving Your Parent’s Low Property Tax When Inheriting the Home
  • Must We Cash in IRAs to Qualify for Nursing Home Medi-Cal in 2026?
  • How to Activate a POA Upon the Incapacity of the Signer
  • Protect Deceased Loved Ones from Identity Theft

Recent Articles

  • Special Needs Planning & Divorce:
  • SNT’s Can Protect Public Benefits In Divorce. Revised
  • New ‘Secure Act’ Makes Big Changes To IRA’s and Other Retirement Plans
  • The New CA Decanting Statute: Some Advisory Cautions *

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care