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SPECIAL NEEDS TRUST

SPECIAL NEEDS TRUST

As part of Estate Planning, you are able to create a trust for your special needs child to ensure that they are well taken care of when you're gone.


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HOW DOES A SPECIAL NEEDS TRUST WORK?

A Special Needs Trust allows for a disabled individual to keep eligibility for public assistance benefits (such as IHSS and SSI),

even when having assets would make the person ineligible for those benefits otherwise.

 

THE FUNDS FROM THE TRUST are only to be used for the benefit of the child including home, vehicle maintenance, vacation, education, monthly bills, etc.

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WEST COVINA LOCATION
1000 Lakes Drive, Suite 450
West Covina, CA 91790

ONTARIO LOCATION
1131 W 6th Street, Suite 105
Ontario, CA 91762
 

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(626) 587-0009

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The information posted to this site does not constitute legal advice or the formation of an Attorney-Client relationship.

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PLEASE BE AWARE, IF YOU ARE TEN OR MORE MINUTES LATE TO YOUR SCHEDULED APPOINTMENT, YOUR APPOINTMENT SHALL BE CANCELED AND ANY RESCHEDULED APPOINTMENT IS SUBJECT TO A NON-REFUNDABLE UPFRONT $175.00 FEE AT THE TIME OF RESCHEDULING. 

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IF YOU CANCEL YOUR APPOINTMENT LESS THAN 24 HOUR IN ADVANCE AND/OR IF YOU DO NOT CANCEL DURING BUSINESS HOURS, YOU WILL BE CHARGED A NON-REFUNDABLE UPFRONT $75.00 FEE AT THE TIME OF RESCHEULING.

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© 2024 by the Law Office of Brianna J. Giliberto-Hermann

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