Special Needs Trust Helping Protect Your Legacy

Santa Clarita Special Needs Trust Attorney

Proudly Helping Clients of all Backgrounds Plan for the Future

If you have a physically or mentally disabled individual in your life, then it is important that you devise a comprehensive plan that will ensure the person you care about is financially secure for years to come.

At O'Hare Law Office, we proudly help clients set up:

  • Special needs trusts for their disabled children
  • Ailing spouses
  • Other beneficiaries

Our full-service law firm is equipped to guide you through all aspects of the legal process so that you understand how to properly establish a trust without being disqualified from crucial government benefits or state programs.

Begin creating a special needs trust that aligns with your planning goals today. Give our Santa Clarita special needs trust lawyers a call today at (661) 250-6861 to request a consultation.

When you choose our law firm to represent you, we will carefully assess your situation and use our extensive knowledge of the law to provide you with the advice and tools you need to make informed decisions that will benefit your loved one’s future.

Our insight and years of special needs planning experience afford us the ability to make things easier for our clients because we break it all down into simple concepts.

To set up a consultation to discuss your concerns regarding special needs trusts, please call us today at (661) 250-6861.

What Is a Special Needs Trust?

Because government programs like Social Security Income and Medicaid have strict income requirements, people often use special needs trusts to maintain eligibility for benefits. With a special needs trust, you can leave property and money you want your loved one to inherit, however, they don’t have to claim it when they apply for SSI and Medicaid benefits.

By setting up and properly funding a special needs trust, the disabled person in your life will be able to live comfortably and pay for unqualified expenses when they reach the age of 18.

How To Protect Your Loved One From Financial Abuse

In addition to setting up a special needs individual’s finances for the future, a special needs trust also provides protection against scammers who target the elderly or disabled. The trustee of the special needs trust can assist with managing funds for the disabled person when they need additional assistance.

The trustee is responsible for administering funds from the trust on behalf of the beneficiary. By selecting a trustworthy trustee, you can feel confident that your loved one will be cared for in countless circumstances.

Ask About Our Special Needs Trust Services in Santa Clarita

The seasoned legal team at O'Hare Law Office understands that it can be hard to make important decisions that can significantly impact a disabled individual in your life.

That is why we are committed to offering clients throughout Santa Clarita and the greater Los Angeles area with top-notch advice and legal representation when they need us most.

To get started creating a special needs trust that aligns with your planning goals, please give us a call at (661) 250-6861 to request a consultation.

Why Turn to O'Hare Law Office?

  • In-Depth Consultations

    Discuss all of your options with a professional attorney before taking the next step.

  • Seasoned Planners

    Our team has a wealth of knowledge to offer for your estate planning matters.

  • An All-Encompassing Solution

    We can help you create a plan that is fully cohesive and in alignment with your best interests.

  • Stress-Free Process

    Our insight and years of estate planning experience afford us the ability to make things easier.

There for Our Clients Every Step of the Way

What They Have to Say About Our Estate Planning Services
  • Working with Edward and his Team to create my Living Trust was incredible!

    “Working with Edward and his Team to create my Living Trust was incredible! He's very knowledgeable and easy to work with. Edward took the time to thoroughly explain everything in a way that was easy ...”

    - Mike M
  • Mr. O'Hare was very attentive and engaging as we spoke...

    “The O'Hare law office was fantastic from 1st call to the last signature. I had a great introductory call with Allison who was very attentive and knowledgeable. Mr. O'Hare was very attentive and ...”

    - Erik W.
  • [Allison] did it with kindness, care and genuine concern.

    “I called O'Hare Law Offices because their ad kept popping up and I needed advice on how to go about some estate planning questions for an out of state family member. A gracious receptionist answered ...”

    - Keilana D.
  • Edward is very knowledgable and patient when answering all your questions, no matter how many times you ask.

    “Edward is wonderful!! I was looking for an attorney who does irrevocable trusts. I heavily like to compare qualified candidates and their rates, so I had called many law offices and the attorneys I ...”

    - Athena
  • He was extremely patient and answered my many questions no matter how many times I asked the same question.

    “I had absolutely no idea about anything related to a living trust. He walked me through everything. It was a simple and quick process. He was extremely patient and answered my many questions no matter ...”

    - Carol F.

Start Planning Your Estate Today

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