Special Needs Trust

If you want to leave money or property to a loved one with a disability you must plan carefully. By setting up a Special Needs Trust, you can avoid jeopardizing your loved one’s SSI and/or Medi-Cal benefits. The trustee cannot give money directly to your loved one without causing them to lose any government benefits they are to receive or are already receiving, however they can spend Special Needs Trust assets to purchase goods and services for yo