Special Needs Planning

Special Needs Planning Attorney in Walnut Creek

Securing a Bright Future for Families in Alameda County

Feldman Law Group offers thorough and personalized special needs estate planning services for individuals and families. Our goal is to protect your loved one’s continued access to needs-based government benefits.

We can help you with the following special needs services for your estate plan:

What Is Special Needs Estate Planning?

Physical and mental limitations partially covered or not covered by private or employer-based health insurance may force special needs individuals to rely on government assistance, such as Supplemental Security Income (SSI) or Medi-Cal, California’s version of Medicaid.

Because eligibility for many of these assistance programs is income-based or asset-limited, special needs individuals who receive an inheritance, gift of money, or proceeds from a personal injury lawsuit may become ineligible for government assistance.

Ensuring Financial Security for Your Loved Ones with Disabilities

Special needs estate planning is a crucial step in securing the future of your loved ones with disabilities. It involves creating a comprehensive plan that addresses their unique financial, medical, and emotional needs, even when you are no longer able to provide care.

Why Choose Our Walnut Creek Special Needs Planning Team

At Feldman Law Group, our experienced special needs planning attorneys in Walnut Creek are dedicated to helping families in Alameda County navigate the complexities of special needs estate planning. We understand the importance of creating a personalized plan that safeguards your loved one's well-being and preserves their eligibility for government benefits.

With our expertise in special needs estate planning, we can assist you in:

Establishing a special needs trust to protect your loved one's assets
Ensuring proper management of funds for their ongoing care
Maximizing eligibility for government benefits, such as Supplemental Security Income (SSI) and Medicaid
Designating a trusted guardian or advocate to make decisions on their behalf
Creating a comprehensive care plan that addresses their medical, educational, and housing needs

By working closely with our team, you can have peace of mind knowing that you have taken the necessary steps to provide financial security and a quality life for your loved ones with special needs. Schedule a consultation with Feldman Law Group today and let us guide you through the process of special needs estate planning.

If you need help establishing one of these or another special needs plan for your child or loved one, contact our special needs planning attorney in Walnut Creek at Feldman Law Group by calling (925) 208-4543.

Frequently Asked Questions About Special Needs Planning

What types of government assistance are included in a special needs plan?

A special need plan may cover Supplemental Security Income (SSI) or Medi-Cal (California's version of Medicaid).

Consequences of Not Creating a Will
Feldman Law Group successfully defended their client’s estate at a trial in Solano County Superior Court. The case ultimately se
Denial of Imposed Conservatorship
Aaron Feldman successfully defeated an attempt by the client’s sister to impose conservatorship over their mother and instead had his client named conservator.
Established Third Party Beneficiaries
Attorney Feldman successfully appealed to a lower court on behalf of former employees who were suing to enforce compensation provisions contained in the sale agreement of an HP subsidiary.
Limited Conservatorship
Feldman Law Group filed an emergency petition for a temporary conservatorship which was granted. This gave the parents peace of mind while the permanent petition was pending.
No Trust At All
When a family reached out on a Thursday afternoon due to a terminal cancer diagnosis and the absence of an estate plan, Feldman Law Group sprang into action. Recognizing the urgency, Mr. Feldman went to the hospital in Fairfield on Saturday to finalize the necessary documents.

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