Fullerton Special Needs Planning Attorneys
Ensuring a Bright Future for Your Loved One
Planning for someone with a mental or physical disability can be a daunting
task, but OC Elder Law is here to guide you through the process. We’ll
inform you of your rights and options and help you make informed decisions
that benefit your loved one.
Discuss your needs with our team today by calling
If you are planning for your minor child with a disability, there are a
few key points you should keep in mind.
We want to ensure your child does not lose any public benefits they may
be receiving when they eventually inherit from you. Many public benefits
are called “needs-based” benefits, which means they consider
your assets to determine whether you qualify. An inheritance can become
an asset and subsequently alter or eliminate your child’s benefits.
Benefits that we discuss and plan for include:
- Social Security Disability (SSD/SSDI)
- Supplemental Security Income (SSI)
- Medi-Cal or Medicaid
- Benefits through the Regional Center
We want to ensure that your child has the right people looking after their
healthcare needs when you can no longer do so. Planning for the right
person to assist with your child’s healthcare needs is critical.
We want to ensure your child is financially secure and not solely reliant
on public benefits. We can protect your legacy so that your child can
enjoy all that you have worked for while also maintaining important public
benefits such as SSI and
Medi-Cal. We also want to ensure that the right individual is chosen to guard your
child’s inheritance so that they can maintain stability throughout
If you are planning for your adult child, public benefits, healthcare,
and finances should all be addressed. We can also project the amount of
money needed to protect your child, determine their workforce capability
with better certainty, and determine whether they are receiving the appropriate benefits.
Some adults with mental disabilities may still be able to decide who makes
financial decisions for them if they cannot (through a power of attorney)
and who makes medical decisions if they cannot (through a healthcare power
of attorney). Our special needs planning lawyers in Fullerton can administer
specific legal tests to determine if an adult can effectively plan for
their own needs.
However, sometimes an adult is not able to plan for themselves. If this
is the case, then a
conservatorship may be necessary. A conservatorship is a court proceeding where a judge
determines who should make medical and/or financial decisions for an individual
who cannot make decisions for themselves.
After talking to you and the individual who needs planning,
OC Elder Law can help you take advantage of the right planning opportunities to ensure
that your loved one is taken care of and able to maintain a respectable
quality of life.
Serving All of Orange County
The Fullerton special needs planning attorneys at OC Law Firm offer not
only decades of legal experience but client-focused care and compassion.
Taking the time to understand each case and situation fully, we maintain
an unyielding commitment to you and your family. Special needs planning
can be stressful and worrisome. Our attorneys are aware of this emotional
toll and are here to provide support and honest advice each step of the way.
To learn more,
contact OC Elder Law at
(714) 400-2373 today.