Special needs planning in California involves creating legal and financial strategies to provide for individuals with disabilities. This specialized form of planning addresses the unique needs of individuals with disabilities, including physical, developmental, or cognitive impairments. Key components of special needs planning may include establishing special needs trusts (SNTs), which allow individuals to set aside funds for the benefit of a person with a disability without jeopardizing their eligibility for government benefits. Additionally, special needs planning may involve naming a guardian or establishing a conservatorship to ensure ongoing care and decision-making for individuals who are unable to manage their affairs independently.

In California, special needs planning also involves understanding state-specific regulations and programs that provide support and services for individuals with disabilities. By crafting a comprehensive plan tailored to the individual’s needs and circumstances, special needs planning aims to enhance the quality of life and financial security of individuals with disabilities while safeguarding their access to vital government benefits.

Meet Our Team

Contact Us

(619) 344-0123
Schedule a Free Phone Consultation
9320 Fuerte Drive Ste. 103, La Mesa, CA 91941

2524 Alpine Blvd. Ste. A, Alpine, CA 91901

2434 Fenton Street Ste. 300, Chula Vista, CA 91914