Special Needs Trusts Explained | Protect Loved Ones' Benefits

Discover how Special Needs Trusts can protect government benefits for your loved ones while providing for their future needs. Learn the different types of trusts and crucial considerations for effective estate planning in California. Fill out our web form for a free case evaluation: https://grtlaw.com/practice-areas/est...

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Q&A's
As parents of a child with special needs, how can a Trust protect their future eligibility for government benefits?
If I receive an inheritance or settlement, how can a Special Needs Trust prevent it from disqualifying me from essential government benefits?
What are the key considerations when choosing a trustee for a Special Needs Trust to ensure my loved one's financial security and continued eligibility?

0:00 What is a Special Needs Trust?
0:51 Common Scenarios & Government Benefits
1:17 Updates in Medi-Cal Laws (2024)
1:58 Types of Special Needs Trusts
3:17 Choosing a Trustee for Your Special Needs Trust
3:50 Important Considerations for Gifting & Estate Planning

#SpecialNeedsTrusts #EstatePlanning #CaliforniaLaw