Who Should Manage Your Child’s Special Needs Trust?

Kid hands holding coins in a jar together as saving concept for family or education.

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 […]

Sample Letter to Friends and Relatives About a Special Needs Trust

Hands of African American Man Writing on Paper with Pen, Close Up

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. […]

Supplementary Expenses Worksheet

A piggy bank stands on a pile of coins next to the calculator.

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 […]

When Your Child Is Blind or Has Low Vision

Mom holding her baby feeling overwhelmed.

Discovering that your child is blind or has low vision, whether it’s a gradual development or a sudden change due to an accident or illness, can stir a complex mix of emotions. Here’s some guidance to help you navigate this journey: Your approach to discussing your child’s blindness or low vision will often set the […]

Getting Your Teen Who Is Blind or Low Vision to Participate in Family Activities

Two teens playing cards.

Navigating the teenage years can be challenging, especially when your child is blind or has low vision. As teens naturally gravitate towards independence and peer relationships, it’s common for them to show less interest in family activities. However, there are effective strategies to encourage their participation and maintain family bonds. The following are some suggestions […]