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.
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.
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.
The cornerstone of special needs planning is a Special Needs Trust (sometimes called a Supplemental Needs Trust). This type of 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.
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).
Planning for a child with special needs also involves careful thought about who will care for them if you cannot. This includes:
Naming guardians who understand your child’s unique needs and can provide love and stability.
Selecting trustees who will responsibly manage the trust funds and work hand-in-hand with your chosen caregivers.
Providing detailed instructions about your child’s routines, medical needs, and personal preferences.
We know that special needs planning is not one-size-fits-all. Every child and every family is unique. That’s why we take the time to get to know your child’s situation, your family’s values, and your vision for their future.
Then we design a plan that integrates financial, legal, and practical protections into one coordinated system.
Our goal is to give you peace of mind knowing that your child will be cared for with the same love and attention you provide today—no matter what the future holds.
