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Estate Planning

A First-Party Special Needs Trust: Keeping an Inheritance or Settlement Without Losing Benefits

What happens when a person receiving SSI or Medi-Cal suddenly receives an inheritance, lawsuit settlement, or other substantial sum of money? Without planning, that money can create a serious problem. Many public benefits are “means-tested,” meaning eligibility depends in part on how much income or assets a person has. A first-party special needs trust can

September 25, 2026

Woman at work in wheelchair at trendy coffee house

ADA

Understanding the ADA: Ensuring a Bright Future with Special Needs Trusts

Today, a significant event took place at the White House that holds immense importance for individuals with disabilities and their families. President Biden delivered a heartfelt speech at a White House reception in celebration of the Americans with Disabilities Act (ADA), emphasizing the commitment to equality and inclusion for all Americans. In this blog post,

October 2, 2023

How Does an ABLE Account Work for a Special Needs Child?

If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.

February 13, 2023

Social Security

Blog Articles

A First-Party Special Needs Trust: Keeping an Inheritance or Settlement Without Losing Benefits

Recent Posts

Mom Is Paying Thousands a Month for Care. Is It Too Late for Medi-Cal Planning?

A First-Party Special Needs Trust: Keeping an Inheritance or Settlement Without Losing Benefits

Two Moves, One Year, and a Few Estate Planning Lessons

If You Had to Evacuate Tonight, Could You Find Your Estate Planning Documents?

Choosing a Nursing Home in California: What Families Need to Know

Does My 18-Year-Old Need an Estate Plan? What California Parents Should Know

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