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Unlocking the Benefits of Special Needs Planning and Trusts

Navigating the complexities of estate planning for a loved one with special needs requires a dedicated approach that ensures their long-term security and well-being. Sandoval Legacy Group, a premier estate planning, probate, and elder law firm in Southern California, specializes in crafting comprehensive special needs plans that protect the interests of your most vulnerable family members. This guide delves into the critical aspects of Special Needs Planning and Special Needs Trusts, offering valuable insights for families seeking peace of mind.

Why Special Needs Planning and Trusts are Essential

Special Needs Planning goes beyond traditional estate planning by addressing the unique challenges faced by individuals with disabilities. It involves a careful balance of legal strategies to ensure that your loved one receives the care, support, and financial resources they need without jeopardizing their eligibility for essential government benefits such as Medicaid and Supplemental Security Income (SSI).

Understanding Special Needs Trusts

At the heart of Special Needs Planning lies the Special Needs Trust (SNT), a legal tool designed to hold assets for the benefit of a person with disabilities. The SNT allows individuals to enhance the quality of life for their loved ones,covering expenses like education, healthcare, personal care, and recreational activities without disqualifying them from public assistance programs.

Types of Special Needs Trusts

  1. First-party Special Needs Trusts: Funded with the beneficiary’s own assets, typically arising from an inheritance, legal settlement, or personal savings.

  2. Third-party Special Needs Trusts: Established by family members or friends to benefit a person with disabilities, using assets that never belonged to the beneficiary.

Choosing the Right Trust for Your Family

The decision between a first-party and third-party SNT depends on your specific circumstances and goals. Sandoval Legacy Group provides personalized advice to help you make the best choice for your loved one’s future.

The Role of Sandoval Legacy Group

Our experienced attorneys at Sandoval Legacy Group are dedicated to guiding families through the intricacies of SpecialNeeds Planning. We understand the importance of securing a safe and stable future for individuals with disabilities andwork tirelessly to develop tailored strategies that meet your family’s unique needs.

The Importance of Expert Legal Guidance

Special Needs Planning and Trusts offer a pathway to security for families with special needs individuals. Contact Sandoval Legacy Group to ensure your loved ones receive the care and support they deserve. Sandoval Legacy Group stands ready to assist with expert legal counsel and compassionate service in Newport Beach and throughout Southern California.

Southern California’s Premier Estate Planning, Probate & Elder Law Law Firm

With thirty-plus years of experience as an estate planning law firm in Southern California, you will have the most experienced legal minds to guide you. The trusted estate planning lawyers at the Sandoval Legacy Group, a division of Holstrom Block & Parke, A Professional Law Corporation, have offices located throughout Southern California in Newport Beach, Riverside, Corona, Temecula Valley, San Diego, and Vista.  If you have questions or concerns regarding your estate plan, special needs planning, elder law, conservatorships, advanced tax planning, or probate, contact us, send us an email, or give us a call at (888) 502-2881 to schedule a complimentary consultation.