Special Needs Planning

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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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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.

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