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Bay Area Special Needs Trust Attorney

Anthoor Law Group assists clients in the Bay Area who wish to secure the futures of loved ones with special needs.
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Set Up a Special Needs Trust

If you have dependents or children, your estate planning strategy has to be more thorough. If you have a special needs child or an adult with a disability in your care, you need to make special provisions to accommodate their needs. In this regard, our Bay Area Special Needs Trust attorney can help.

A Special Needs Trust is a Trust that is specifically set up for the benefit of a child or adult with a disability. With this Trust, you can set aside specific properties for the care and medical needs of your loved one with a disability without forfeiting their eligibility for government benefits.

Managing a Special Needs Trust requires an experienced attorney who is familiar with the requirements and regulations. At Anthoor Law Group, our team can help guide you in the right direction. Schedule a consultation today.

How We Can Help

As you know, estate planning has various aspects. If you want to prepare for all possibilities, our competent attorneys at Anthoor Law Group can help with the following:

  • Revocable Living Trust
  • Special Needs Trust
  • Last Will and Testament
  • Guardianship
  • Health Care Directives
  • Power of Attorney
  • HIPAA Authorization

Why Establish a Special Needs Trust?

There are several ways to plan the distribution of your estate. Typically, this can be done through a Will or Trust. Both these documents are useful in estate planning, and they each have advantages and disadvantages. The right choice would depend on your family’s needs.

If you have an individual with a disability in your care, creating a trust would be the best option, and not just any trust, but a Special Needs Trust. This kind of Trust will ensure that you specifically leave assets and properties for the needs and medical care of your child with a disability or dependent adult without disqualifying them from government benefits such as SSI or Medi-Cal.

Aside from real properties, you can transfer cash and even life insurance proceeds to a Special Needs Trust. Setting up this Trust will give you peace of mind, knowing your loved one can live comfortably even after you pass. Call our Bay Area Special Needs Trust attorney today to learn more about the process.

Prepare for All Eventualities

Estate planning can be done in different ways. While establishing a Special Needs Trust is a solid way to secure the future needs of a loved one with a disability, you might want to explore other tools that can help secure the needs of your other dependents.

At Anthoor Law Group, we can assist if you need help with creating a Will, establishing a Revocable Trust, and preparing Financial Powers of Attorney and Health Care Directives. Reach out to our Bay Area Special Needs Trust attorney and schedule a consultation to review your options.

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Call (510) 794-2887 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.

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WHY CHOOSE ANTHOOR LAW GROUP?

In the Bay Area, you need a legal team that you can trust to represent your interests and protect your rights. The attorneys at Anthoor Law Group give you the following benefits:

  • Fast Action, Avoiding Delays – We provide responsive, solution-oriented service to keep you informed and meet your needs, so you can move forward with your life. Our firm understands how to move through the legal process in a swift and timely manner.
  • We Are Efficient – We promote dignity, fairness, collaboration, and conversation to avoid adversarial interactions among parties.
  • Multilingual Staff – Our attorneys and staff are prepared to work with a diverse set of clients in the Bay Area, and we are members of both the American Bar Association and the Bar Council of India.
  • We Work With Your Future In Mind – Your family and your happiness are at stake, and we want to set you and your loved ones up for a better future.

The Risks of Not Setting Up a Special Needs Trust

In order to qualify for SSI and Medi-Cal benefits, a person must meet certain criteria. Mainly, a beneficiary should not be able to work due to their disability and income, if any, should not exceed $1,767 each month as of 2022. Hence, if you leave $25,000 to a loved one with a disability, he or she might not qualify for the benefits anymore. Their medical expenses would then be paid out of pocket.

To ensure this will not be a problem for your family, setting up a Special Needs trust is the solution. Consult with our Bay Area Special Needs Trust attorney to get started with the process.

Is a Will Still Necessary?

Yes, you might still need to execute a Will. This is because a Special Needs Trust is established only for the purpose of transferring assets without affecting disability benefits. So, if you have other children, you can divide their shares through a Will or a Revocable Trust.

Aside from that, it is important to appoint a trusted guardian who will take care of the affairs of your dependent with a disability once you are gone. Appointing a guardian can be done through a Will. Schedule a consultation with the team at Anthoor Law Group today for legal counsel and assistance.

Questions or Schedule An Appointment? Click to Call (510) 794-2887
Questions or Schedule An Appointment? Click to Call 
(510) 794-2887

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Ask A Question,
Describe Your Situation,
Request A Consultation

Call (510) 794-2887 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.

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Your Information Is Safe With Us

We respect your privacy. The information you provide will be used to answer your questions or to schedule an appointment if requested.

Questions or Schedule An Appointment? Click to Call (510) 794-2887
Questions or Schedule An Appointment? Click to Call 
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Anthoor Law Group, A Professional Corporation a law firm, is conveniently located in Fremont, California. We are committed to providing each of our clients with the highest quality of legal representation possible.

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