Special Needs Trust Helping Protect Your Legacy

Special Needs Trust Attorney in Santa Clarita

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, and 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.

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 free 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.

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 free consultation.

Why Turn to O'Hare Law Office?

  • Free 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
  • 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.
  • He is not only professional and respectful but very easy to talk to.

    “Planning and making final arrangements can be sad, confusing, and stressful. Attorney Edward O’Hare makes it such a smooth process. He is not only professional and respectful but very easy to talk to. ...”

    - Virginia
  • I haven’t spent a lot of time with attorneys in my day, but I’d recommend Edward O’Hare to anybody looking to create a living trust, especially in the law-addled state of California.

    “Edward and Allison immediately made my wife and I feel comfortable with their professionalism, understanding, and abundant knowledge on estate planning and living wills and trusts. I haven’t spent a ...”

    - Jeff
  • He worked with our schedule, and his thoughtfulness and willingness to not only meet but EXCEED, our needs was refreshing!

    “We are so grateful for Edward for completing our Estate Planning documents. I reached out to Edward after quarantine began and was expecting to wait a long time for a consult and turn-around. Much to ...”

    - Suverna

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