Special Needs, defined broadly, means “a person who relies on government assistance to meet their daily needs.” If you have a child with physical or mental disabilities or older children who need MediCal (for example) then you have serious questions. You’re awake at night wondering:

1) Do I have to disinherit my child just so she can keep the care she needs?
2) How can I benefit my child indirectly?
3) What can I do to protect my child later when I am gone?
4) Who should be the guardian if we’re both gone?
5) What type of trust infrastructure do we need to care for our child in the long run?

Planning for beneficiaries with special needs requires a conversation, a goal, and a plan that will support your family beyond your passing.

For a free consultation:
Call: 916-282-9799
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