Monterey County Special Needs Trust Attorney

Last updated on April 14, 2025

Planning for the future of a loved one with special needs takes careful consideration. Establishing a special needs trust provides crucial financial protection for your loved one. It can ensure they are maintaining eligibility for essential government benefits.

For families in Monterey County worried about the long-term care of a child or adult with disabilities, this planning is key.

At R.S.C. Law Group, Inc., we understand the unique challenges facing families with special needs members. Our estate planning attorneys make sure your loved ones receive proper care. We serve families throughout Monterey County with tailored solutions. These are designed to protect your family’s most vulnerable members.

Estate Planning Attorneys Helping You Protect Those You Love

A special needs trust allows you to provide financial support for your loved one without jeopardizing their eligibility for government assistance. These specialized trusts can be established in several ways. Trusts offer distinct advantages for different situations. Here are a few different options:

• A third-party special needs trust, which is created and funded by someone other than the beneficiary. Parents or other family members form these trusts to leave assets for the benefit of their loved one
• A supplemental needs trust, which holds assets that belonged to the person with disabilities. These assets are often from settlements or inheritances that require specific provisions regarding benefit reimbursement
• Pooled trusts, which combine the resources of multiple beneficiaries while maintaining separate accounts. They provide professional management advantages for families with limited assets
• Testamentary special needs trusts, which are established through your will and funded upon your passing. These allow you to maintain control of assets during your lifetime

When properly established, these trusts help preserve eligibility for important government benefits like Supplemental Security Income and Medicaid while providing funds for supplemental needs not covered by these programs. California also offers additional options for families engaged in special needs planning, including the CalABLE program for qualified individuals.

Don’t Leave It To Chance, Talk To Our Monterey County Special Needs Trust Attorney Today

The sooner you establish a special needs trust, the more security and protection you provide for your family member with disabilities. Our Monterey County lawyers understand both the legal requirements and emotional aspects of planning for vulnerable family members.

Call our office at 831-275-0987 or send us an email to schedule a consultation about creating a special needs trust tailored to your family’s specific situation.