Protect Your Special Loved Ones

If you have a child or loved one with special needs, it can be tricky to manage his or her financial needs without impacting his or her eligibility for public programs and assistance. Failing to properly plan for the future can result in numerous hardships. Gifts and inheritances can derail your loved one’s current living situation. He or she could be kicked out of public programs, have to spend down assets and face long waitlists after regaining eligibility. A special needs trust is a critical legal tool for managing the financial needs of a loved one. This type of trust can be set up for any person, at any age, who has qualifying special needs.

If you have a child with special needs, you will need to establish an effective means of managing your child’s financial affairs once he or she turns 18. Unless you establish a special needs trust, you will have to face lengthy, complicated and expensive conservatorship proceedings. A special needs trust can be an effective way of continuing to provide for your child.

The Importance Of Obtaining Professional Guidance

Special needs trusts are difficult to properly establish. They must include precise language and provisions. Additionally, in order to be fully effective, they must be fine-tuned to address the unique needs of your loved one. Attempting to create a special needs trust on your own can lead to disastrous consequences. The trust could be declared invalid, in which case all your efforts will have been for nothing. For this reason, it is important to consult with an experienced lawyer for guidance.

Helping Families Provide For Their Loved Ones

At The Law Office of Theresa L. McConville, we assist clients with all aspects of establishing trusts for their loved ones. We are passionate about helping individuals and families obtain peace of mind in knowing their loved one’s affairs are in order. Additionally, we are always willing to go the extra mile to ensure our clients’ needs are met. Our attorney draws on more than 40 years of combined experience to assist clients. We are readily available to address clients’ questions and concerns. Above all, we strive to develop trusting relationships with every client.

Learn More By Talking To Our Team

To arrange a consultation our special needs trust attorney in Camarillo, California, call The Law Office of Theresa L. McConville at 805-910-7905 or contact us online. If you decide not to proceed after consulting with us about estate planning services, you will not be charged for the initial consultation. If you do elect to proceed, we handle estate planning matters on a reasonable flat-fee basis.