Special Needs Planning

The more you know about estate planning, trust administration, probate and business law, the better equipped you will be for your future. 

Roseville Special Needs Planning Attorneys

Helping You Arrange Affairs for a Special Needs Relative

If you care for a child or other family member with special needs, you may be concerned about that person’s care and financial security after your death.

At Patton Law Group, we can help you build a plan suited to help you rest assured that the person living with a disability in your life may still qualify for public benefits even if you give them a large inheritance. Our special needs planning attorneys in Roseville can also work with you to determine who may care for your special needs loved one, where they may live, and what kind of care they should receive.

Contact us online or call (916) 619-0783 to schedule a free consultation that can clarify how we can help you build a plan that helps your special needs loved one prosper after you’re gone.

Building a Special Needs Plan that Works for Your Loved One

Anyone who cares for someone with special needs should have a plan in place for their loved one’s future. This unique wrinkle in estate planning is critical because it can help you rest assured that the person with special needs you care for will be financially secure and cared for when you pass away.

Crucial parts of a special needs plan can include the following:

  • Special needs trust: Forming this kind of trust will allow someone with special needs to receive assets and property while preserving their eligibility to benefit from public assistance programs. You can establish and fund this trust in your lifetime, or have the creation of one outlined in your last will and testament.
  • Guardianship or conservatorship: Guardianship can be established for a special minor with special needs, such as a child or grandchild, while a conservatorship can be transferred to someone you trust if an adult child or other adult relative requires special needs.
  • Powers of attorney: Powers of attorney can be granted to someone you trust who will look after a loved one with special needs’ financial and/or medical life.
  • Medi-Cal Benefits: This medical insurance program is reserved to help people with developmental disabilities receive, but its application process can be complicated. Our special needs planning attorneys in Roseville is able to help your family through this complex process.

We at Patton Law Group want you to feel assured that your loved one with special needs will thrive in life after you’re gone. Call us today to find out how we can help:(916) 619-0783.

Real Life Experiences That Inspire Us

Client Testimonials
  • “I really feel lucky to have found you and look forward to working with you.”

    - Arthur W.
  • “Rachel explained to me very clearly what a trust was in addition to the changes I was trying to make to my will.”

    - Susan D.
  • “I would like to thank you for all your hard work helping us get our family business in order.”

    - Kriss D.
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