If a disabled individual receives a lump sum inheritance, they will lose all of the public benefits that have supported them during their lifetime until such time that that inheritance is spent down to a qualifying amount, usually $2000.00.

The objective of a special needs trust is to improve the disabled individual’s overall quality of life by making the assets in the special needs trust available for the beneficiary to pay for those things not paid by the public benefits.

This may include things like vacations; hair and nail services; a cell phone: and expenses associated with hobbies the disabled beneficiary may enjoy like music/art lessons; sporting event tickets; movie tickets; gaming consoles and video games; gym/fitness center/pool memberships; pet/pet supplies/vet services; camera/picture development costs; etc.

The Trustee can pay for school tuition costs and school supplies, as well as transportation services to school (if there is no other funding source/provider for that transportation).  If the disabled beneficiary benefits from certain medical treatments/equipment not covered by Medi-Cal or private insurance, then special needs trust funds can be used to purchase those items for him or her. There are different types of special needs trust and the law is specific on who can establish a valid trust.

Medi-Cal Planning & Asset Protection

The Law offices of Susan B Geffen can guide you through the complicated process of applying for Medi-Cal. We regularly work with families that are concerned about the high cost of caring for an elderly relative and wishing to avoid Medi-Cal recovery from the estate.

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Estate Planning (Living Trusts, Wills)

The Law offices of Susan B Geffen has helped hundred of families protect the assets they have worked a lifetime to acquire. We can help make sure your home and other property is properly distributed to your heirs and avoids probate. This also helps avoid family infighting over inheritance distributions.

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Probate

The Law Offices of Susan B. Geffen can help you with probate in Los Angeles and South Bay Area. Probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person’s property under a will.

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Conservatorships

Susan B Geffen Law Offices can also help with a conservatorship if the circumstances call for it. A Conservatorship is created when the Court appoints a Conservator to protect the proposed Conservatee from serious health problems and/or from undue influence in financial matters. Conservatorships are often created due to an elderly person suffering from Alzheimer's or a stroke.

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Nursing Home Abuse Attorney

Susan B. Geffen has been looking out for the elderly for over 25 years as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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Trust Litigation

Susan B. Geffen has been looking out for the elderly for over 25 years as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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Special Needs Trust Planning

Susan B. Geffen has been looking out for the elderly for over 25 years as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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- I was very very glad we went to Susan for my brother's Special Needs Trust. We had a number of tricky legal issues that she helped us deal with. The other attorneys I had spoken to didn't have the same experience dealing with Social Security and other benefits and we were worried so we came to her as a second opinion. If you have a disabled family member and need to create a trust I would certainly recommend Susan for her level of experience with SSI, HUD and Medi-Cal to protect your disabled family member. She also kept her fees very reasonable considering how complicated our situation was. She is a very strong advocate for the elderly and disabled.

Blair W.

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Call Susan today (888) 422-6070 or send her a message by filling out the form below.