If you are caring for a disabled or special-needs person who relies on a needs-based program such as SSI (Supplemental Security Income) and/or Medi-Cal, it’s important to know that those benefits come with strict limitations. These limits can be surpassed by a special needs trust, which ensures that any assets your loved one receives through a gift, money judgment or inheritance will be used wisely and will be in no danger of scrutiny by government regulators.

Here are two important reasons why you should consider a special needs trust:

1. Safety of assets

Because certain prerequisites must be met when applying for SSI or Medi-Cal, you run the risk of voiding the benefits of a special-needs person should he or she receive a gift, money judgment or inheritance. The best way to indirectly and legally receive any gifts, money judgment or inheritance is through a special needs trust.

2. Guarantee of additional resources

SSI and Medi-Cal provide just enough support to cover food, shelter and other necessities. A special needs trust goes well beyond these parameters, especially for those disabled individuals who have specialized living needs. It guarantees the availability of resources to help your disabled loved one live his or her life comfortably.

Cross Law is ready to help you plan for the future well-being of your special-needs family member. We understand the complexities of this area of law, and we understand how important it is for you to secure a happy, meaningful life for your loved one.

To find out how a special needs trust program can help you plan for the future,
call us at 650-503-3078 or contact us using the form below.

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