Estate Planning for Children with Special Needs

Instructor: Katelyn M. 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.

Kathlyn Phillips

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.   

Note(s): Registrants will be emailed a link to the live Zoom presentation on the day of the event *Class Held At: Online Instructor Bio: 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.
  • Date(s): October 22
  • Day(s): Thursday
  • Time: 6:00pm - 8:00 pm
  • Location: Virtual Distance Learning
  • Sessions: 1
  • Fees: $35
  • Register By: 10/16/20
  • Course Code: L900200

For Students

For Staff

About CVACE

Services

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
Email us

CVUSD is committed to providing equal opportunity for all individuals in education. District programs, activities, and practices shall be free from discrimination, intimidation, harassment and bullying based on race, color, ancestry, national origin, ethnic group identification, age, religion, marital or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity or expression, or genetic information; the perception of one or more of such characteristics; or association with a person or group with one or more of these actual or perceived characteristics. Violations of this policy should be reported immediately to the site administrator(s) at District Schools. Inquiries regarding the non-discrimination policies: Director of Student Services, 4400 Alma Avenue, Castro Valley CA 94546, 510-537-3000 x 1257