Special Needs Planning

If you have a family member with special needs, whether they are a child or an adult, it is critical that you talk with an experienced attorney at our firm about their needs during the estate planning process.

At Bezaire, Ledwitz & Associates, APC, we will develop an Estate Plan that ensures the needs of your child or disabled adult are always met.

If a disabled child or adult 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. We will structure your Estate Plan to prevent this from happening to your child.

If you have a family member with special needs… it is critical that you talk with an experienced attorney at our firm about their needs during the estate planning process.

It is also very important that an inheritance does not affect your family member’s existing and future benefits.

We will set up a special needs trust 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.

Special Needs Trusts

Special Needs Trusts are very useful in many ways. Watch this video to find out more.

Zoom Meeting Information

Samuel B. Ledwitz has been practicing Estate Planning Law for two decades.

He would like to introduce you to the basics of Estate Planning during an informational free upcoming Zoom session.

The sessions are scheduled for:

Tuesday, April 20, 2021, 10 a.m.

Wednesday, April 21, 2021, 2 p.m

During this session you can learn:

  • What is a proper Estate Plan

  • Why it is so important to have a proper Estate Plan

  • The do’s and don’ts of Estate Planning

  • Many other aspects of Estate Planning that could affect you

 

Use the form below to sign up.

Seminar Sign-Up Form

Choose the seminar you would like to attend