Special Needs Trusts, Public Benefits, & Settlement Planning

If you have a disability, you may need public benefits like Medi-Cal, SSI, medication assistance, in-home care, or housing assistance. If so, any windfall like a litigation settlement or inheritance can mean you lose eligibility for those benefits. You may have to re-apply, or face an overpayment charge.

We can help you find the solution that works best for you, whether it means prepaying for certain expenses, or protecting your funds in a special needs trust or ABLE account. There is no one solution that works for everyone – each person needs a unique solution, designed to avoid or withstand challenges.

We’ll help you protect your money, so that you can use it to bring joy into your life.

As an active member of the Academy of Special Needs Planners, the National Association of Elder Law Attorneys, and the Disability Rights Bar Association, Susan can stay on top of the quickly changing rules and procedures for this tricky web of state and federal law.

Note to Personal Injury and Medical Malpractice Lawyers:  You can be held responsible if your client loses their housing, Medi-Cal, or other benefits due to inadequate settlement planning. Merely holding a client’s award in your trust account will not necessarily avoid liability for either you or your client. Reach out to us if you have any questions about this – we can help.