Special Needs Planning

Retain your loved ones benefits, including Medi-Cal and Supplemental Security Income (SSI).

When a special needs beneficiary comes into money, it can disrupt his or her public benefits. This can happen if they win a court settlement, or come into an inheritance directly. In order to avoid losing benefits, a beneficiary, may be able to create his or her own special needs trust or a parent, gradparent or court may do so on the beneficiary’s behalf. This is referred to as a First Party Special Needs.

Although it allows a disabled person to be able to keep his or her benefits, if there is any money remaining in this type of trust upon death, then it must be paid back to the government for services it provided. This can be avoided with proper planning, or in the case of an inheritance through a living trust, a skilled attorney may be able to fix the trust.

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    Our attorneys use a variety of legal tools and techniques to help our clients in the areas of:

    • Estate Planning
    • Living Trusts & Wills
    • Power of Attorney
    • Medi-Cal Planning
    • Medi-Cal Recovery
    • Special Needs Trusts
    • Probate
    • Trust Administration/span>
    • Conservatorships

    Why Bryant Elder Law

    At Bryant Elder Law, we understand that in every case, we have the opportunity to make a positive difference in our clients’ lives. We take a holistic approach to our practice, partnering with our clients to improve their situation. We are fully invested in our clients’ success and will be with you each step of the way. We focus on results & Making the legal process easy for our clients.

    Call Now: (800) 970-3414

    I had initially heard about Lisa from a friend who she had helped a couple of years ago. My friend was very impressed with Lisa herself as well as her work. I began to have some serious issues with my elderly father's health. Being a retired Police Detective, I'm skeptical by nature. I contacted Lisa and Sara for a short consultation. Long story short, best decision I've ever made...thanks to them, everything was handled quickly and put my mind at ease. A BIG thank you to them...seriously.

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