Special Needs Planning

Lifelong Security for Your Child's Well-Being

Ensure your child’s future is filled with care and support, without risking the essential benefits they rely on. We create compassionate, customized plans that protect their quality of life.

Protecting Your Child’s Future

Lifelong Security for Your Child's Well-Being

Ensure your child’s future is filled with care and support, without risking the essential benefits they rely on. We create compassionate, customized plans that protect their quality of life.

If you are the parent of a child with special needs, you know the love, dedication, and planning that goes into their daily care. But you may also wonder: What will happen when I’m no longer here to provide that care?

Special needs planning is about giving your child the security, resources, and guidance they will need for a lifetime—without jeopardizing their eligibility for important government benefits.

We help parents create thoughtful, legally sound plans that ensure their children are cared for, financially supported, and surrounded by trusted people when they need it most. 

Why Special Needs Planning Is Essential

A traditional estate plan often isn’t enough for families with special needs children. Leaving money directly to your child through a will or trust may disqualify them from receiving government benefits like SSI or Medi-Cal.

Without proper planning, well-meaning gifts or inheritances could unintentionally put their future at risk.

Special needs planning makes sure your child has access to the care, services, and financial support they deserve—without losing access to critical programs.

Special Needs Trusts

By establishing a special needs trust, you can provide lifelong support for your child while safeguarding their independence and dignity. The cornerstone of special needs planning is a Special Needs Trust (sometimes called a Supplemental Needs Trust).

Holds and manages assets for your child's benefit

Preserves eligibility for
government benefits

Allows funds to be used for education, therapies, travel, recreation, personal care attendants, and more—things that improve quality of life but are not covered by public assistance. 

Ensure your child is protected from financial exploitation.

Choosing the Right Guardians and Trustees

We help you think through these critical decisions so you can put trusted people in place with clear guidance to follow. Planning for a child with special needs involves careful consideration of who will care for them if you cannot.

Guardian Selection

Naming guardians who understand your child's unique needs and can provide love and stability

Trustee Management

Selecting trustees who will responsibly manage trust funds and work closely with caregivers

Care Instructions

Providing detailed guidance about your child's routines, medical needs, and personal preferences

Special Needs Planning
Checklist for Parents

Step 1: Establish a Special Needs Trust

  • Protects your child's eligibility for government benefits
  • Provides funds for education, therapies, housing, and quality-of-life needs
  • Keeps assets safe and properly managed for your child's lifetime

Step 2: Nominate Guardians

  • Legally appoint trusted individuals to care for your child if you cannot
  • Choose people who understand your child's medical, emotional, and daily needs
  • Prevents court battles or uncertainty about who will raise your child

Step 3: Select Trustees

  • Appoint responsible people or institutions to manage trust assets
  • Ensure ongoing financial oversight and accountability
  • Coordinate with guardians to support your child's care

Step 4: Create a Letter of Intent

  • Write down important details about your child's medical needs, routines, likes, and dislikes
  • Provides future caregivers with guidance that no legal document can capture
  • Serves as your voice to help maintain consistency, comfort, and dignity in your child's life

Step 5: Review and Update Regularly

  • Life changes—so should your plan
  • Review guardians, trustees, and trust funding every few years
  • Keep your plan current to ensure lasting protection

A Gift of Love and Security

Special needs planning is one of the greatest gifts you can give your child. It ensures that they will always have care, stability, and the resources they need to thrive. With the right plan in place, you can focus on enjoying today while knowing tomorrow is secure.

Your Trusted California Special
Needs Planning Attorney

Compassionate guidance for parents securing their child’s lifelong care and benefits. Expert in Special Needs Trusts, guardianship, and preserving eligibility for essential government programs.

Why Choose Us

Knowledge & Compassion

Our firm stands out because we combine deep legal knowledge with a personal, family-focused approach. We understand this is not just a legal process—it’s a deeply emotional time.

Your Proactive Guide

We don’t just process paperwork. We make sure you understand each step, anticipate potential issues, and fight to make the process as smooth as possible for you.

Clarity & Closure

With us by your side, you have a guide who knows the system, protects your interests, and works to bring closure for your family as efficiently as possible.

What People Say