What is a special needs trust and should I consider one for my child?
This course will seek to address these questions by providing a high-level overview and discussion. Topics will include: how to have the legal right to make decisions for an adult child who is unable to provide for his or her personal or financial needs; the use of Advance Health Care Directives and powers of attorney to make medical and financial decisions for one’s child; the purpose of a limited conservatorship versus a general conservatorship; the purpose and benefits of special needs trusts; the impact of receiving an inheritance on eligibility for government benefits like SSI and Medi-Cal.
Whether you have a younger child, older teen, or adult child, there will be useful information for everyone during this class.
Katelyn M. Phillips’ law practice focuses on estate planning, conservatorships (with an emphasis on limited conservatorships), probate, and trust administration. She is a native of Castro Valley, and practices alongside her father (another Castro Valley native), James J. Phillips, at Phillips & Phillips, with offices in Castro Valley and Pleasanton. To learn more, visit www.phillipslaw.us.