NEW ADDRESS!
3100 W. Burbank Blvd. Suite 201
Burbank, CA 91505

Phone: (818) 241-4238
Toll Free: (877) 537-8283
After Hours: (818) 371-1284
Fax: (818) 507-0785

All legal work is exclusively provided by The LA Law Center, PC which is licensed to practice law in the State of California only.

This Web Site’s information is based on California law. This Web Site has been created only to provide general information and advertising regarding our firm’s services.

This information shall not be considered formal legal advice or the formation of an attorney-client relationship.

 
 

Burbank Special Needs Trust Attorney
California Special Needs Planning Lawyer

“Failing to plan is planning to FAIL.” - Ben Franklin

California Special Needs Trust Attorney

Are you a Disabled Person that is Expecting a Court Ordered Settlement and needs a Special Needs Trust set up to protect Your Public Benefits? New laws allow you (without a parent involved) to set up a First Party Special Needs Trust if you are under 65 years old. This can be a great way for you to stay on Medi-CAL and have extra money to enhance the quality of your life.

You must get this set up BEFORE your settlement comes to you! Our Special Needs Attorneys work quickly with your Personal Injury Attorney to ensure the Special Needs Trust is properly set up before the court ordered settlement(s) is available so the money can quickly be put into the Special Needs Trust as soon as available when the judge awards damages to the disabled person.

Call us today for a free 30 minute consultation to see if we can help you…Call us at: (818) 241-4238

Special Needs Planning is a very important part of California laws that help people with special needs protect their public benefits and still have a way to access assets to help them attain a higher quality of life. Special Needs Planning Attorneys create a Special Needs Trust as part of their planning process. There are several types of Special Needs Trust, but in California, generally the special needs planning attorneys use two trusts…

First Party Special Needs Trust
and Third Party Special Needs Trust

The rules for setting up Special Needs Trusts can be complicated and it is important to make sure that a person in need of a Special Needs Trust gets good legal advice from an elder law attorney about how to set one up in order to avoid serious problems. LA LAW Attorneys have experience at setting these trusts up and understand that they in many cases need to be created quickly as generally time is of the essences!

A Special Needs Trust is a legal document that allows a trust fund to be set up that a different person or financial institution manages assets for the disabled person.

The disabled person is called the “beneficiary” and the person or institution that manages the assets is called the “trustee.” Once the trust is set up, a variety of assets can be put into a trust fund, such as cash, stocks, bonds, and real estate investments. This type of trust is extremely important if the disabled person was injured and is expecting a large sum of money from a court ordered settlement! If this person is already on public benefits, placing the money from the settlement directly into the SNT, will ensure this person will not lose his/ her public benefits. The funds in this special needs trust can help with supplement needs for your life, for example, clothing, house hold goods, computers, internet, vehicles, enhanced medical therapies, insurance, education costs, attorney fees, musical instruments, travel, entertainment (tickets to movies, concerts) as general rules. It can also help with housing and food but this may reduce SSI benefits so you need to be guided by an experience special needs attorney to make sure you and your trustee understands the laws.

A Special Needs Trust can provide for the supplement needs of a person with a disability without losing or reducing their benefits such as Supplemental Security Income (SSI), Medi-Cal, In-Home Support Services (IHSS), and HUD housing assistance. Assets in an SNT won’t be counted toward the SSI, Medi-Cal and IHSS asset limit of $2000 for an individual.

Special Needs Trusts are a complicated but important issue. If you have questions about these trusts, our special needs attorney and staff offer a 30 minute free phone or office consultation.

After a thorough review of the best strategies for your family situation and our fees for the scope of work, we will structure a comprehensive estate plan created specifically to give you (or your loved one) the best care possible, while protecting your family assets and allowing you to stay in control of your life and your money.

Our Law Firm is centrally located in Burbank (Southern California); however, our Elder Law Lawyer, Joe McHugh and his wife Kathy McHugh, Certified Senior Advisor serve many clients throughout the state and love an occasional road trip to help our clients, their family and friends. We are very proud of the many personal and professional referrals we receive from happy clients and colleagues. Please contact our office today to schedule a free 30 minute consultation on the phone or in our office.

Take advantage of a free phone consultation or appointment for a free 30 minute consultation to review your individual situation and determine if you would benefit from our experience and legal services.

Call us at: (818) 241-4238

 

We are highly experienced and caring law firm that has earned an excellent reputation as trusted California Estate Planning Attorneys, California Elder Law Lawyers, & California Special Needs Attorneys - serving clients throughout California and specifically in Los Angeles County in Asset Protection, Probate, Wills, Living Trusts, Special Needs Trusts, Medi-Cal Asset Protection Irrevocable Trusts, Irrevocable Trusts, Medi-CAL Long Term Care Qualifications for clients with assets, protecting from Medi-Cal Estate Recovery and Disability Planning. Our staff is trained to communicate with you making you comfortable about our progress and while we expedite your legal matters. Our clients are individuals and families generally located in Burbank-Los Angeles or Southern California area. We have successfully represented and assisted clients in Central and Northern California, as well as helping individuals in cities throughout the United States that have family members living in the state of California, with their legal concerns. We are experienced in helping families with assets qualify or keep Medi-Cal benefits in California. We occasionally love a road trip to help clients out of the immediate Los Angeles area.

 

 

 
 
 
 

Asset Protection - Probate, Estate Planning, Elder Law, Medi-CAL Planning, Wills & Trusts

LA Law Center, PC.,   3100 W. Burbank Blvd. Suite 201 Burbank, CA 91505   (818) 241-4238

Copyright notice: All Text, Images, and Layout on this Website are Copyright Protected and May Not Be Reproduced, In Whole or In Part Without Prior Express Written Permission.

LA Law Center, PC Privacy Policy & Web Site Disclaimer