Administering a Special Needs Trust | Sandoval Legacy Group & Special Needs Alliance: A handbook for Trustees (2025 Edition).

This handbook is a comprehensive and practical guide designed to assist trustees in managing special needs trusts effectively and responsibly. Produced by the Special Needs Alliance, this handbook outlines key definitions, responsibilities, and distinctions crucial to trust administration—particularly in the context of preserving a beneficiary’s eligibility for means-tested government benefits like SSI and Medicaid.

It covers both self-settled and third-party trusts, income and asset rules, permissible expenditures, and how to navigate common challenges such as housing, taxation, reporting requirements, and interactions with various benefits programs. Written in accessible language, the handbook equips trustees—whether family members, professionals, or attorneys—with essential knowledge to uphold fiduciary duties while enhancing the quality of life for individuals with disabilities.

What You Need to Know About Being an Adult with Disabilities | Sandoval Legacy Group: A handbook for self-advocates, parents, guardians, and their loved ones.

Supportive services and legal arrangements are only part of a person’s transition to adulthood. Relationships, school, and housing involve additional perspectives that require coordination and understanding. Legal services should foster independence. Often, when the parents are the attorney’s clients, it is easy to jump to the most protective arrangements that give the parents maximum control (e.g., guardianship, etc.). However, finding the best balance between autonomy and protection is important. For parents of children who are 16, 17, or 18 years old, legal and social services professionals can assist in achieving an appropriate balance between protection and independence.

The intent of this handbook is to explain some of the terms related to services and supports for people with disabilities, to introduce the process of transitioning from child services to adult services, and to provide guidance on options and resources that may be available to young adults with disabilities.

Divorcing? Time To Update Your Estate Plan

This eBook (and the cooresponding webinar) is ideal for individuals currently undergoing or recently finalized a divorce, legal and financial professionals, and anyone supporting a loved one through divorce. It will cover crucial updates needed in estate planning to reflect changes in marital status, ensuring that your wishes are accurately represented in your new life circumstances.

Dennis M. Sandoval and Dayn A. Holstrom, provide further insight into estate planning, probate, and elder law, with a focus on the essential duties and decisions facing a successor trustee.

Estate Planning Checklist

Sandoval Legacy Group, Southern California’s premier estate planning, probate & elder law firm, invites you to discover the comprehensive “Estate Planning Checklist”, designed to guide Southern Californians through effective estate planning and elder law preparation.

Don’t wait, secure your future with expert legal insights.

Trustee Workshop: “I have been named successor trustee – what do I do now?”

Stepping into the role of a successor trustee can feel overwhelming, but you’re not alone. Join the Sandoval Legacy Group for a comprehensive Trustee Webinar, where esteemed estate planning attorney Dennis M. Sandoval will guide you through the critical first steps and responsibilities that come with your new role.​​​​​​​

This eBook is ideal for anyone recently named as a successor trustee and beneficiaries who wish to understand the trustee process and their rights.​​​​​​​

California’s New Psychological Advance Health Care Directive

Sandoval Legacy Group, Southern California’s premier estate planning, probate & elder law firm, invites you to an enlightening webinar designed for individuals navigating the complexities of mental health care planning for themselves or their loved ones.

Equip yourself with knowledge directly from a leading expert in the field.  Gain the insights you need to navigate the changes in Long Term Care Medi-Cal and ensure your planning is both effective and informed.

Big Changes in Long-Term Care Medi-Cal

The landscape of Long Term Care Medi-Cal has undergone significant transformations, and understanding these changes is crucial for everyone. The Sandoval Legacy Group, a leading estate planning, probate, and elder law firm, invites you to an exclusive webinar that shines a light on the recent modifications to the Long Term Care Medi-Cal regulations.

During this enlightening session, you’ll gain insight into the critical aspects of the new Long Term Care Medi-Cal law, including: “What changes were made to the law?” and “How does this new law affect you if you are applying for Long Term Care Medi-Cal”?

Estate Taxes on The Rise

Our Estate Taxes on The Rise eBook will be your guide through the complexities of these changes. Dennis M. Sandoval provides an in-depth analysis and strategies to safeguard your estate, no matter what 2025 brings.

This isn’t just about information; it’s about taking proactive steps to secure your legacy. With changes imminent and time-sensitive, starting early is key. Dennis’s expertise will provide you with the clarity and direction needed to navigate these complex waters.​​​​​​​

Estate Planning 101

Our Estate Planning 101 handbook simplifies the complexities of the process and will guide you every step of the way to ensure your assets, as well as your legacy, are protected and preserved for future generations.

Probate 101

Everything you need to know to understand California’s complex Probate process including the basic facts, steps, and costs to administer a Probate case, using an attorney, the role of the person in charge of the Probate, inheritance, bills, taxes, debts, and assets of the deceased person, and more.

Protect Your Wealth

View our 9-page informational eBook for protecting your Health, Wealth, Business, Pets, and more… including, your Legacy!

Planning to Qualify for Long-Term Care Medi-Cal Benefits

Learn how caring for a loved one can take a toll on you personally as well as your family’s pocketbook and what alternatives may be available. This is a must-attend webinar if you are a senior caring for a spouse, caring for an elderly family member or parent, or anyone working in health care.

Playing Robin Hood: The Government Introduces Plans to Tax “The Rich” to Help the Poor

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