Estate Planning for Parents of Individuals with Special Needs

Instructor: Phillips

Parents of children with developmental disabilities and/or special needs often have questions about the rights of their children such as: Am I legally able to make medical decisions for my child after age 18? What does it mean to have my child “conserved” and under what circumstances would this be an option? What impact would receiving an inheritance have on my child’s ability to receive government benefits like SSI or Medi-Cal? 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.

Note(s): Students will receive a Zoom invitation link before the first class.

All classes are utilizing distance learning via the internet on Zoom. Due to COVID-19 restrictions, in-person classroom instruction is not available. When on-campus instruction becomes available and is safe for students and teachers, we will modify accordingly.
*Class Held At: Virtual Instructor Bio: 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
  • Date(s): 4/28
  • Day(s): Wednesday
  • Time: 6:00pm - 8:00pm
  • Location: Virtual
  • Sessions: 1 class
  • Fees: $35
  • Register By: April 23
  • Course Code: L900200

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Castro Valley Adult and Career Education

Serving the community since 1969

4430 Alma Avenue
Castro Valley, CA 94546
P: 510-886-1000
F: 510-537-8537
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