Estate Planning for Special Needs Family Member

Clients with a special needs family member must plan for the future carefully, especially with regard to who will care for the family member when they are unable to do so and where the money for this care will come from. A Special Needs Trust allows a parent, grandparent, or guardian to provide funds for a disable child or family member without disqualifying or disrupting that individual’s eligibility for state or federal government aid. We help families develop an effective plan for the individual’s future by addressing the social, financial and legal aspects of that person’s life.

San Diego Estate Planning