SPECIAL NEEDS PLANNING

Special Needs Planning Attorney

Helping Families Plan for the Future with Confidence

At Devereaux Estate Law, PC our compassionate legal professionals understand that planning for the future when you have a loved one in your life with a mental or physical disability can be a difficult and daunting task. We are here to inform you of all your options when it comes to special needs planning, and we will use our knowledge of the law to advise and guide you through the entire process. Our goal is to ensure that you have everything you need to make informed decisions that will benefit your loved one’s future. Whether you are planning for a minor child or elder in your life with a disability, we can use our extensive knowledge of the law to make sure they don’t lose any of the crucial benefits and assets that you want them to have.

Special Needs Trust Services

Do you have the right special needs trust that will allow you to leave money or property after you pass away? If you don’t include a special needs trust in your estate plan, then your disabled loved one might become ineligible for Supplemental Security Income (SSI) and Medicaid benefits. Our lawyers can help you avoid this issue by putting all of the property and money you want to leave to your disabled loved one into a special needs trust so they can later recover SSI and Medicaid benefits without worrying about their income disqualifying them.


The funds you put into the special needs trust can be used to cover the following:

  • In-home care
  • Home furnishings
  • Medical expenses
  • Dental expenses
  • Physical rehabilitation
  • Education

Special Needs Planning Guide

When planning for special needs, there are a few documents that need to be taken into consideration, they include:

  • The creation of a first/third party special needs trust
  • Appointment of trustee to manage assets
  • Trusts for parents/caregivers
  • Naming a guardian

Because a plan needs to be personalized based on your relationship with the person with special needs, as well as based on the unique needs of the person with disabilities, your plan should be created in consultation with professionals who can advise you on how to make the laws work for you.

We Proudly Serve Clients Across the Greater Sacramento Area

We are ready to provide you with top-notch legal counsel so you can establish a special needs trust that will protect all of your loved ones' interests. Our legal team is familiar with estate law, and we are available to discuss the details of your situation, so you understand all of your legal options and what to expect from your case. Call us today at 916-584-0404

In need of special needs planning? Book an appointment by emailing contact@devereauxestatelaw.com.

Share by: