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 Attorney

Medi-Cal Planning & Asset Protection

If you are concerned about Medi-Cal recovery, Susan has been successful in helping many elderly adults with the complicated and critical process of Medi-Cal Planning and Asset Protection.

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Estate Planning (Living Trusts, Wills)

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

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Probate

Susan B. Geffen can help you with your probate matter, and provide you with the expert guidance throughout the process.

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Conservatorships

Many of Susan’s clients ask her about Conservatorships. It is a serious process and it takes a very knowledgeable and experience attorney to evaluate whether or not a conservatorship is realistic and/or necessary.

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Nursing Home Abuse Attorney

Susan B. Geffen has been looking out for the elderly for almost 3 decades 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

Disputes often arise after an individual dies and their estate is being administered by the named trustee. This is especially so when when there are substantial amounts of money involved or when family conflict is present.

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Special Needs Trust Planning

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.

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Estate Planning (Living Trusts, Wills) | Hermosa Beach

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

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Estate Planning (Living Trusts, Wills) | Rolling Hills Estates

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

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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 (310) 406-0608 or send her a message by filling out the form below.