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SPECIAL NEEDS TRUSTS & PLANNING

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WHAT IS A SPECIAL NEEDS TRUST?

At K. Kelso Law, we specialize in providing special needs trusts to protect your loved one’s future. A special needs trust allows a person with special needs to receive income without reducing their ability to receive public assistance disability benefits. We’re here to help you and your family create a plan that will work best for your loved one with special needs.

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SPECIAL NEEDS PLANNING

If you have a loved one with special needs, creating a plan for their future will bring peace of mind to you and your family. Special needs planning is the broad process of preparing for the future of your loved one with disabilities. This will ensure your family member will receive resources and as well as public benefits so they are taken care of, even if you’re not around.

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WHAT SHOULD YOU CONSIDER WITH SPECIAL NEEDS PLANNING?

There are many factors that go into making your special needs plan. Our goal is to ensure that your loved one with special needs is taken care of while receiving all of their public health benefits. Each situation is different. It's important to consider the potential needs of your loved one with special needs. If you have multiple children but one with special needs, you need to consider how your trusts will affect each of them and who will have primary responsibility for your loved one with special needs.

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INCLUDING CONSERVATORSHIPS IN YOUR SPECIAL NEEDS PLANNING

We make sure to cover all the bases at K. Kelso Law, so you can decide what would work best for you and your family. When creating your special needs plan, you might consider a conservatorship. A conservatorship is when a guardian or caretaker is appointed by a judge to help make decisions for the person with special needs.

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WHY SHOULD YOU CHOOSE K. KELSO LAW FOR SPECIAL NEEDS PLANNING?

Getting the legal aspects right is especially important when it affects someone who can’t speak up for their own interests, now or in the future. At K. Kelso Law, we’re confident we can create a special needs plan that will take care of your loved one according to your wishes, now and in the future.  Our team will analyze the support system available for the person with special needs and evaluate potential changes needed as they age. After you pass, we help execute your wishes and the disbursement of funds from the special needs trust to take care of your loved one. We also provide a wide variety of relationships with care managers and service providers and utilize their skills to help facilitate the process.

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OUR ADDRESS

17602 17th St Ste 102 PMB #507

Tustin, CA 92780

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Tel:  1 (888) 823-7756

Fax:  1 (714) 617-5115