If you are the parent of a child with special needs, it is critical that you talk with an experienced attorney about your child’s needs during your estate planning process.
At Bezaire, Ledwitz & Borncamp, our special needs planning attorneys will take the time to sit with you and learn about your child and your goals so that we can find a solution that meets your needs. We can help you develop a plan that will help ensure that an inheritance does not impact your child’s benefits.
If your disabled child is receiving government benefits from Social Security Disability or medical benefits from Medi-Cal, income from an inheritance can lead to a denied benefits claim for your child. Our attorneys will talk with you about how you can structure your estate to prevent this from happening to your child.
Our attorneys can set up a special needs trust for your child so that upon your death any inheritance would be paid to the trust rather than your child. This ensures that government benefits continue and the trust income can help pay for additional or extra services.
Our full-service estate planning law firm can help with related issues and questions that you may have, including establishing a California guardianship for your minor child. When your child turns 18, we also can help make the transition to a conservatorship.