Special Needs Trust

Special needs trust

A well intention grandparent or parent who wants to leave money or property to a loved one with autism must plan carefully, otherwise, they could jeopardize the individual with disability’s ability to receive Supplemental Security Income (SSI) and Medi-Cal benefits. By setting up a “special needs trust” in a will, some of these problems can be avoided.  Owning a house, a car, furnishings, and normal personal effects does not affect eligibility for SSI or Medi-Cal. However, if a person was give other assets, causing them to have over $2,000 in cash or assets they could be disqualified  from receiving SSI or Medi-Cal.

A way around losing eligibility for SSI or Medi-Cal is to create what’s called a special needs trust. Then, instead of leaving property directly to your loved one, you leave it to the special needs trust.

Local Resources

Anselmo Investment Management
31493 Rancho Pueblo Rd. Suite 205, Temecula
1 (877)203-5720
www.investwithaim.com
Services cover all areas of financial management including special needs trusts.  Specializes in helping clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives. 

 

Dignity Group – Jennings & Associates
1055 N Euclid Ave, Ontario
(909) 986- 2420
www.dignitygroup.org/
Non-profit organization that provides families with information on entitlement programs, proper preparation of wills and trusts, conservatorships, powers of attorney, and life care plans.  Fees for this service is done on a donation basis.

 

Law Offices of Robert J. Galliano
43521 Ridge Park Drive #201, Temecula
(951) 506-3150
www.gallianolaw.com
Specialized law firm devoted to assisting clients with estate, tax and elder planning (for the young and the young at heart). The firm has a practice which assists clients in dealing with the myriad of problems that occur upon incapacity or death.

 

Law Offices of Elizabeth McCoy
31493 Rancho Pueblo Road, Suite 205, Temecula
(760) 723-8906
www.ca-specialneedstrusts.com
Special Needs Trusts, Comprehensive Estate Planning for families with autism and other disabilities.

 

Law Office of Christopher A. Poulos
(626) 960-9373
101 N. Orange Ave., Suite C, West Covina
capoulos.com
Practice focuses on the rights of persons with developmental disabilities and their families.  He assists families in creating supported living arrangements, Special Needs Trusts, Conservatorships, Limited Conservatorships, SSI, estate planning, administrative hearings against Regional Center, advising on the ABLE accounts and more.

 

Dennis M. Sandoval, A Professional Law Corp.
3233 Arlington Avenue Suite 105, Riverside
(951) 787-7711
www.life-care-planning.com
Dennis M. Sandoval, A Professional Law Corporation, offers estate planning, elder law and tax law services.  He is a  Trust & Probate Law Specialist, Certified Elder Law Attorney and Accredited Estate Planner.

 

Special Needs Alliance
(877) 572-8472
www.specialneedsalliance.org/
National, non-profit organization that can determine availability of state and federal benefits, protect public benefits eligibility, establish Special Needs Trusts, and manage Trust benefits. Services and assistance includes wills, estate planning, conservatorship, guardianship, and more.

The Autism Society Inland Empire Autism (ASIE) maintains these Resource Listings as a service to families as a reference tool. Every effort is made to ensure listings are up-to-date. ASIE does not endorse or claim to have personal knowledge of the abilities of those listed. The resources listed are not intended as a recommendation, referral, or endorsement of any resource or as a tool for verifying the credentials, qualifications, or abilities of any organization, product or professional. Users are urged to use independent judgment and request references when considering any resource associated with diagnosis or treatment of autism, or the provision of services related to autism.

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