Special Needs Planning

Proper planning for a loved one, be it a child or adult, with a disability or degenerative disease is critical to provide for the time when you can no longer be here.

Did you know that when you leave an inheritance outright to a person with special needs:

  • he or she will own the money, and those funds will be counted in determining financial eligibility for federal and state assistance programs, resulting in loss of your child’s benefits?
  • government benefits for housing, medical care, education, therapy and caregivers may be cut off completely?
  • Your  child will then be obligated to spend his or her entire inheritance for all living and medical expenses before he or she is again be eligible for government assistance?
  • there will be nothing left for his or her supplemental needs: education, special outings, vacations, trips to see family members, a new tv or cd player – items which seemingly essential to us, the government will not pay for ?
  • the disabled child goes without

A thoughtfully drafted estate plan holds the key to avoiding a stark future for your loved one.  In addition to providing a plan for your family’s protection and inheritance, an estate plan for parents with a disabled child needs to contain provisions which address special circumstances.

Special Needs Planning allows your special needs person to continue to receive the government benefits he or she is entitled to without interruption and to still have other protected resources to provide for those things that will improve quality of life.

Contact The Chubb Law Firm today to arrange your Peace of Mind Consultation. Our 12-year commitment to serving the estate planning needs of the greater Sacramento and foothills areas is well-known and can produce just the right Special Needs Plan for your loved ones’ future.

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Elder Council Elder Care Matters Wealth Council   Good Day Sacramento Financial Advisor Fox 40
Sacramento Estate Planning Council Neala     Credit Card Guide The Sacramento Bee  

Life Transition Planning

Contact Us

Young Adult or Parent of Minor Children
In the Prime of Life
Concerned About the Impact of Long-Term Care
Handling A Loved One’s Estate
The Chubb Law Firm
1833 Iron Point Road, Suite 120
Folsom, CA 95630
Phone: 916.241.9661
Fax: 916.294.7275
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