Special Needs Planning

Special Needs Planning Lawyer in Los Angeles

Helping Families Plan for the Future with Confidence

At The Weg Law Group, our compassionate legal professionals understand that planning for the future when you have a loved one in your life with a mental or physical disability can be a difficult and daunting task. We are here to inform you of all your options when it comes to special needs planning, and we will use our knowledge of the law to advise and guide you through the entire process. Our goal is to ensure you have everything you need to make informed decisions that will benefit your loved one’s future. Whether you are planning for a minor child or elder in your life with a disability, we can use our extensive knowledge of the law to make sure they don’t lose any of the crucial benefits and assets you want them to inherit.

Special Needs Trust Services

Do you have the right special needs trust that will allow you to leave money or property after you pass away? If you don’t include a special needs trust in your estate plan, then your disabled loved one might become ineligible for Supplemental Security Income (SSI) and Medicaid benefits. Our lawyers can help you avoid this issue by putting all of the property and money you want to leave to your disabled loved one into a special needs trust so they can later recover SSI and Medicaid benefits without worrying about their income disqualifying them.

The funds you put into the special needs trust can be used to cover the following:

  • In-home care
  • Home furnishings
  • Medical expenses
  • Dental expenses
  • Physical rehabilitation
  • Education

Special Needs Planning Guide

When planning for special needs, there are a few documents that need to be taken in consideration, they include:

  • The create of a first/third party special needs trust
  • Appointment of trustee to manage assets
  • Trusts for parents/caregivers
  • Naming a guardian

Because a plan needs to be personalized based on your relationship with the person with special needs, as well as based on the unique needs of the person with disabilities, your plan should be created in consultation with professionals who can advise you on how to make the laws work for you.

We Proudly Serve Clients Across the Greater Los Angeles Area

We are ready to provide you with top-notch legal counsel so you can establish a special needs trust that will protect all of your loved one’s interests. Our legal team is familiar with estate law, and we are available to discuss the details of your situation so you understand all of your legal options and what to expect from your case.

If you want to create a special needs trust for a loved one, please call our legal team in Los Angeles today at (310) 499-2235 to request your free consultation.

What Makes Us Different

  • 20+ Years of Legal Experience
  • Tailored Solutions for Each Client
  • Flat-Rate Fees for Services
  • Free In-Person & Phone Consultations
Take the First Step. Secure Your Future.

Contact our firm today for a free consultation. We offer flat fees for our services.

Rave Reviews from Happy Clients

  • Geoff went above and beyond what was expected.

    “Geoff went above and beyond what was expected. He explained everything in detail in a way that any layperson could understand.”

    - Former Client
  • Geoff was amazing!

    “Geoff was amazing! Thanks to his firm, we were able to avoid probate.”

    - Former Client
  • They were punctual and efficient

    “My experiences with the law offices of Geoff Weg was very positive. They were punctual and efficient in completing everything.”

    - Former Client
  • Honest, kind, and sincere attorney.

    “Honest, kind, and sincere attorney. I couldn’t be happier with my decision to be represented by Geoff Weg.”

    - Former Client
  • Geoff communicated with me every step of the way

    “Geoff communicated with me every step of the way and always answered my emails and phone calls.”

    - Former Client
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