Navigating the Journey from Birth to Graduation For children with special needs, the journey from infancy to adulthood is marked by several key planning stages. These stages are designed to ensure educational success and smooth transitions at different phases of life. From birth until the age of three, infants and toddlers are supported by an […]

Total expenses that are incurred each month by, or for, the person with the disability. Government Benefits $____________(Total income from all government resources excluding family assistance. Do not include basic medical/dental care that is paid by Medicaid, Medicare, MediCal, or private medical/dental insurance.) $______ Housing (Description: _________________)      ________ Rent/Month      ________ Utilities      ________ Maintenance      ________ Cleaning […]

Dear [Recipient’s Name], I hope this message finds you well. We wanted to share an important update regarding our comprehensive Life Planning program for our beloved [Child’s Name]. Over the past few months, we’ve diligently worked on estate and financial planning to secure [Child’s Name]’s future, especially in the event something should happen to us. […]

by Steve Morris A good synonym for trustee would be agent or, better yet, super agent. Our law refers to super agents as “Fiduciary.” The trustee is responsible for managing the special needs trusts on behalf of the person with the disability. When a trustee is named, that trustee is given, both by the maker […]

by Steve Morris Imagine for a few moments that you can no longer care for your child due to your own illness or death. Will your child be able to maintain the same quality of life that they now enjoy? Some of the key questions that should be addressed to answer this broader question are […]