Santa Clarita Special Needs Trust Attorney

Proudly Helping Clients of all Backgrounds Plan for the Future in Santa Clarita Valley

If you have a physically or mentally disabled individual in your life, then it is important that you devise a comprehensive plan that will ensure the person you care about is financially secure for years to come.

At O'Hare Law Office, we proudly help clients set up:

• Special needs trusts for their disabled children
• Ailing spouses
• Other beneficiaries

Our full-service law firm is equipped to guide you through all aspects of the legal process so that you understand how to properly establish a trust without being disqualified from crucial government benefits or state programs.

Begin creating a special needs trust that aligns with your planning goals today. Give our Santa Clarita special needs trust lawyers a call today at (661) 250-6861 to request a consultation.

Why Choose Us?

When you choose our law firm to represent you, we will carefully assess your situation and use our extensive knowledge of the law to provide you with the advice and tools you need to make informed decisions that will benefit your loved one’s future.

Our insight and years of special needs planning experience afford us the ability to make things easier for our clients because we break it all down into simple concepts.

What Is a Special Needs Trust?

Because government programs like Social Security Income and Medicaid have strict income requirements, people often use special needs trusts to maintain eligibility for benefits. With a special needs trust, you can leave property and money you want your loved one to inherit. However, they don’t have to claim it when they apply for SSI and Medicaid benefits.

By setting up and properly funding a special needs trust, the disabled person in your life will be able to live comfortably and pay for unqualified expenses when they reach the age of 18.

How To Protect Your Loved One From Financial Abuse

In addition to setting up a special needs individual’s finances for the future, a special needs trust also provides protection against scammers who target the elderly or disabled. The trustee of the special needs trust can assist with managing funds for the disabled person when they need additional assistance.

The trustee is responsible for administering funds from the trust on behalf of the beneficiary. By selecting a trustworthy trustee, you can feel confident that your loved one will be cared for in countless circumstances.

How Our Special Needs Trust Attorney Can Help You

Here’s how we can assist you:

• Customized Trust Creation: Every family’s situation is unique. We tailor the special needs trust to your specific circumstances, ensuring it meets your loved one’s future needs while preserving their eligibility for public benefits. We will help you determine which type of trust is best for your situation and guide you through appropriately funding the trust.
• Navigating Legal Complexities: Special needs trust planning involves navigating complex legal, tax, and benefit rules. We will explain the intricacies of these regulations in plain language and ensure that the trust complies with state and federal requirements. From handling Medicaid payback provisions to ensuring proper trust administration, we provide clarity and legal expertise every step of the way.
• Ongoing Trust Administration Guidance: Trust administration is critical to maintaining your loved one’s benefits. We guide trustees to ensure they understand their duties and fulfill them correctly. This includes helping them manage distributions, keep accurate records, and avoid mistakes that could unintentionally disqualify your loved one from public benefits.
• Reviewing and Updating Trusts: Circumstances can change over time. Whether your loved one’s needs evolve, new laws are enacted, or your financial situation shifts, reviewing and updating the trust as necessary is essential. We offer ongoing legal support to ensure the trust remains effective and aligned with your goals.
• Coordinating with Other Estate Planning Tools: Special needs trust planning is often part of a larger estate planning strategy. We ensure that the trust is integrated seamlessly with your will, power of attorney, and other estate planning tools to maximize protection for your loved one. We aim to create a comprehensive plan ensuring their long-term care and financial security.

Contact Our Special Needs Trust Attorney in Santa Clarita Today

The seasoned legal team at O'Hare Law Office understands that it can be hard to make important decisions that can significantly impact a disabled individual in your life.

That is why we are committed to offering clients throughout Santa Clarita and the greater Los Angeles area with top-notch advice and legal representation when they need us most.

To get started creating a special needs trust that aligns with your planning goals, please give us a call at (661) 250-6861 to request a consultation.