Call For A Free Assessment Of Your Needs - (657) 571-1241

Call For A Free Assessment Of Your Needs - (657) 571-1241

Special Needs PlanningWhat Are The Benefits Of Special Needs Planning

If you have a relative or child with special needs, special needs planning ensures they have the resources they need in the future, even in your absence. During estate planning, it’s vital to ensure you capture all the needs of your family, including ensuring your special needs child is financially protected when you pass away. 

Some of the benefits of special needs planning in Anaheim, CA include: 

  • You determine the future and support of your child or loved one with disability. 
  • You decide who you would like to be their guardian. 
  • You protect the essential public benefits available to them. 
  • You ensure their financial stability. 
  • You ensure they get the best quality of life and freedom even in your absence. 

Our Experience Safeguards Your Legacy Dreams

Just like the rest of estate planning, it’s essential to work with a special needs lawyer for special needs planning to cover all your grounds. Working with a professional will help you put the right tools in place at the right time to protect your family and special needs loved ones in case of the unexpected. 

With our experience in estate planning and special needs planning, we can help you understand the bureaucracies that come with this process and also ensure you safeguard the public benefits of special needs loved ones while providing them with additional financial support to ensure they have everything they need in life. 

With our personalized approach to special needs estate planning law, we can help you set up a trust and other vital tools customized to your needs that will safeguard the financial future of your special needs child or loved one. 

Why Does Special Needs Planning Matter? 

Special needs planning is necessary for several reasons: 

  • You plan for the future:
    One of the main reasons for special needs planning is to ensure the individual in question gets the resources they need, such as housing, medical care and other living expenses now and in the future. The planning comes up with a carefully crafted plan that gives you peace of min,d knowing that your loved one is taken care of. 
  • Protecting benefits:
    One of the factors that must be considered during special needs planning is government benefits and eligibility. Through special needs planning, you can ensure your kin doesn’t lose access to government benefits but still get extra financial support. 
  • Financial security:
    By working with a special needs lawyer, you can ensure there are sufficient funds that are managed properly to support the individual in need and ensure they get the best quality of life. 

Special needs planning goes beyond the financial scope of matters. It includes medical and important schemes for people living with a disability, such as Medicaid. Having the right special needs Medicaid planning in place is particularly crucial when the dependent’s condition requires frequent hospital visits or hospitalization. 

The Law Office Of Rebecca Sommer: Protect Your Wishes And Your Loved Ones

Special needs planning is a particular area of estate planning that requires you to work with a special needs trust attorney who understands the laws and regulations in the field and has vast experience in disability planning in Anaheim, CA. 

At The Law Office Of Rebecca Sommer, you have a team of experienced legal professionals who will help you complete the special needs planning process and provide you with accurate and reliable legal advice that will give you peace of mind. 

We can assist you with setting up trusts and drafting the necessary documents to ensure your plan complies with government regulations. 

You can call us on (657) 571-1241 for a free assessment of your needs and to get started with the planning process that will give you peace of mind and secure the future of your differently abled dependent. 

Rebecca Sommer, Esq.

Call For A Free Assessment Of Your Needs - (657) 571-1241

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