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Special Needs Planning: What You Need to Know to Protect a Loved One with a Disability



Published
Attorneys Michael Gilfix and Mark Gilfix, co-authors of “Special Needs Trust Creation and Management Guide,” will address the following topics:

The Planning Steps You Must Take to Protect Your Child with Special Needs
Why a Special Needs Trust may be the Most Important Document You Ever Create
How to Create and Structure a Special Needs Trust
Preserving Eligibility for SSI, Medi-Cal
Saving a Place to Live for Your Loved One: Avoiding Massive Prop 19 Tax Increases
Choosing the Special Needs Trust Trustee
ABLE Act Accounts – What They Are and How to Create
Category
Management
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