At Price Law Firm, APC, we care deeply about making sure that your family’s future is safe and secure. We know how important it is to keep your loved ones with special needs covered for all their benefits and daily care, and we are here to help you with every step of the planning process. 

Whether you’re wondering how to protect a settlement, an inheritance, or any gift for a family member with special needs, we are here to support you.

What is Special Needs Planning?

Special needs planning helps families protect government benefits like Medi-Cal, SSI, and SNAP while also providing for personal care needs. This type of planning sets up arrangements that let your loved one receive essential funds and support without affecting their eligibility for help from state programs. 

Special needs planning is a way to plan ahead, ensuring that care continues even when you’re no longer able to help directly. It gives families peace of mind knowing that they have taken steps to secure long-term financial stability and quality of life for those who need it most.

How We Help California Families?

We offer several options when it comes to setting up Special Needs Trusts, ensuring that every family finds the right fit.

First-Party/Self-Settled SNTs

These trusts are designed for situations where the trust funds come from a lawsuit settlement, an inheritance, or gifts that belong to the individual with special needs. The goal is to keep the funds separate so that public benefits remain unaffected.

Third-Party SNTs

If you wish to leave assets for your loved one’s care without disturbing their benefits, third-party trusts are a reliable choice. These trusts allow you to protect the funds that you pass on to your loved one after you’re gone.

Pooled Trusts

For families with smaller estates or when a third-party trust is not the best option, pooled trusts can be a practical alternative. They combine resources from several families to create a larger pool of funds while still keeping benefits secure.

Litigation Settlement Trusts

These trusts are aimed at protecting personal injury awards or other compensation funds that are meant for the benefit of the person with special needs.

Government Benefits Assistance

Our team works to ensure that you meet the rules for programs like Medi-Cal, SSI, IHSS, and local services provided by regional centers. We can help you with applications and appeals, so you don’t have to worry about benefit reductions due to things like in-kind support rules. We stand by you as you secure the right kind of support for your family.

Guardianship and Conservatorship

Sometimes, additional legal arrangements are needed to make important decisions about a loved one’s health, finances, and housing. We guide you through the process of setting up guardianship or conservatorship so that someone you trust can take care of those responsibilities when needed.

ABLE Accounts and Financial Strategies

ABLE accounts offer a tax-friendly way to save money for day-to-day expenses. We show you how these accounts can work alongside special needs trusts to help cover regular costs without affecting government benefits.

Life Care Plans

A comprehensive life care plan looks at everything from ongoing medical care to housing options and personal advocacy. We work with social workers, therapists, and local centers to help create a plan that fits your family’s future needs.

Special Education Advocacy

If you need guidance with school-related issues, we also provide support to ensure your loved one receives the right education and related services. We work closely with educators and local agencies to make sure everything is in place for a smooth transition.

Why Choose Price Law Firm, APC?

We have deep roots in the Redlands community and a strong understanding of California’s specific rules for Medi-Cal, SSI, and local regional center programs. Our team is well-versed in the laws and procedures that affect special needs planning, giving you peace of mind when planning for the future.

Proactive Planning

Our approach is all about planning ahead. We take steps to prevent common issues such as loss of government benefits or confusion over who will manage your loved one’s funds. We work with you to design a plan that keeps things running smoothly, so you can focus on your family.

A Client-Centered Team

From our Client Care Specialist to our Legal Administrative Assistant and our dedicated probate team, everyone at Price Law Firm, APC is here to make your experience as smooth as possible. We listen carefully to your concerns and work together with you to create a plan that fits your family’s needs.

A Simplified Process

We believe in keeping things clear and simple. Our language is easy to follow, and we avoid unnecessary legal talk. Our goal is to make sure you feel comfortable and informed at every step of the way. You might have read our guides, like “The 6-Stage Probate Process” and “Impactful Estate Planning,” which show our commitment to clear, practical information.

Your Special Needs Planning Questions Answered

Why can’t I just leave assets directly to my loved one with disabilities?

Leaving assets directly can affect eligibility for important benefits. Special Needs Trusts keep funds separate so that public help continues uninterrupted.

What’s the difference between a first-party and third-party trust?

A first-party trust uses funds that belong to the person with special needs, while a third-party trust involves assets from other family members. Each has its own set of rules, and we help you choose the right one.

When should I start planning?

The sooner you start, the better you can secure benefits and care for your loved one. Early planning prevents many problems down the line.

How do I know if my loved one will receive quality care?

Our life care plans ensure that every aspect of care—from medical needs to housing—is covered. We work closely with care providers to make sure nothing is overlooked.

What are the costs involved?

We believe in being transparent about fees and payment options. During our consultation, we will go over the costs and answer any questions you may have.

Secure Your Loved One’s Future Today

Taking the right steps now can provide peace of mind for years to come. At Price Law Firm, APC, we are here to walk you through every step of special needs planning with a caring and straightforward approach.

Give us a call at 909-328-7000 or fill out our contact form to set up a free consultation. Visit our office at 454 Cajon Street, Redlands, CA during our office hours, and we will gladly help you with your questions.

Every family deserves the peace of mind that comes with knowing their future is secure. Let us help you create a plan that keeps your loved one safe and supported, today and tomorrow.