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Special Needs Trusts

San Fernando Valley Special Needs Trusts Lawyers

Helping You Protect Your Loved Ones

If you have a loved one with special needs in California, you should consider creating a special needs trust to ensure their financial stability. Transferring property to a special needs beneficiary without a special needs trust could jeopardize your loved one’s ability to receive public assistance benefits.

Our special needs trusts attorneys in the San Fernando Valley can help you ensure that your loved one maintains eligibility for government benefits. Our attorneys have over 60 years of combined experience helping clients through all the complexities of estate planning. We keep our clients’ needs and goals in mind every step of the way.

Though we are based in Woodland Hills, we serve clients throughout the San Fernando Valley. Call us at (818) 462-5076 today.

Third-Party Special Needs Trusts

A third-party special needs trust is the typical type of trust used to benefit a person with special needs. Anyone may contribute to this trust at any time. There are many different resources that can be used to fund a third-party special needs trust.

Assets typically placed in this kind of trust include:

  • Family savings
  • Investments in stocks and mutual funds
  • Certificates of Deposit
  • Military benefits
  • IRAs
  • Real property
  • Standard government benefits

First-Party Special Needs Trust

A first-party special needs trust is used for the property of the person with special needs.

Assets could be acquired in a number of ways, including:

  • Personal injury awards
  • Inheritance
  • Life insurance policies
  • Retirement plans
  • Divorce settlements

The purpose of putting these types of assets in a first-party trust is to prevent outright ownership – which would affect eligibility for government benefits – while allowing the individual to benefit from the assets.

For more information about special needs trusts and how they work, contact our San Fernando Valley estate planning attorneys at Kraft Miles, A Law Corporation. Call (818) 462-5076 now.

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WHAT DO OUR CLIENTS
HAVE TO SAY?

  • Open channels of communication.

    “Very nice staff. Efficient. Open channels of communication.”

    Michael D.

  • There is NO ONE better than Joy Kraft Miles to handle your divorce case.

    “Joy is WAY beyond a simple divorce attorney. Joy is BAD A** (pardon the expression but it is accurate). BAD A** encompasses many things including integrity, intelligence & tenacity. Joy is HONEST, an extremely important trait for a divorce attorney because it is tempting to tell clients he/she has a great case and bill, bill, bill. Joy does not do that. Her goal is always to settle amicably, as long as it is fair and good for her client. Joy is brilliant, from her knowledge of the law itself to emotional intelligence in the form of strategy and effective negotiations. Joy Kraft Miles is a person who I have referred countless friends and clients and EVERY SINGLE ONE has had an amazing result and been thrilled on every level. They all say the same thing...there is NO ONE better than Joy Kraft Miles to handle your divorce case.”

    Former Client

  • It's been a long and difficult road, but I can't imagine having accomplished this independence without Joy and her team.

    “I came to Joy in January afraid and confused after an altercation with my husband. She listened to me thoughtfully and professionally and guided me through my options. We set up a temporary restraining order, settled our division of assets, filed for divorce, and sold my marital home with her knowledge and strength physically protecting me and awarding me with the best possible financial result. It's been a long and difficult road, but I can't imagine having accomplished this independence without Joy and her team. I originally was referred to her through a mutual acquaintance being told she "fought hard for women". I can now confirm that to be true through my experience. Thank you, Joy”

    Lela H.

  • She was a kind listener when I was at my lowest and she even cracked a few jokes to make me laugh!

    “Going through a lawsuit sucks--especially divorce--but Marcia, and her staff, were in my corner the entire time and that helped me get through it.”

    Jems

  • If you have any family/custody issues do not hesitate to consult and hire Joy, she's a legal genie!

    “I came to Joy after several years of custody issues with my daughter that I thought would be resolved by itself. Initially, I would only see my daughter one night a week and one day on the weekend with no overnights. I tried to reason with my ex but with no success. The odds of getting equal custody (50/50) were not in my favor, but I figured something had to be done because I wasn't seeing my daughter and I didn't want to lose the precious time with my young daughter. I was scared of the legal cost they might incur during the process and the child support I will need to pay (my ex has not been working, or at least claimed to not be working).

    What started out as a simple custody case quickly escalated into a legal nightmare when the mother of my child filed a restraining order and tried every legal maneuver to prolong the custody hearing of our child. Joy and her team were able to diffuse the legal roller coasters I was going through, present the judge with the facts, and show the lack of credibility of my ex.

    Joy is professional, caring, and will go out of her way to make sure her clients are represented. On one of our court appearances, my ex managed to change the judge (a commissioner) to a different courthouse on the same day in the afternoon. Joy had another case in the afternoon and could not represent me, however, she managed to find just as good a replacement to represent me at a moment's notice free of charge! Sounds too good to be true.

    When I first came in to consult with Joy about my situation I was worried about the legal cost that might add up. I will never forget when she said "this will be the best money you ever spent". Boy was she right! I now have 50/50 custody, don't have to pay my ex as much child support as we originally anticipated, Joy managed to convince the judge to impute more than a minimum wage salary on my ex, but most of all I have the peace of mind my daughter will share equal time with both of her parents.

    If you have any family/custody issues do not hesitate to consult and hire Joy, she's a legal genie!
    I've said it many times and I'll continue to say it, thank you Joy!

    Ran O.

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KRAFT MILES, A LAW CORPORATION:

THE TEAM ON YOUR SIDE
  • Se habla español.

  • Our team has more than 60 years of combined experience.

  • We will always prioritize your best interests.

  • Initial consultations are always FREE.

  • Our team is compassionate and understanding.

  • Representation is fairly priced.