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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?

  • She is top tier counsel, and worth every minute of her time.

    “Joy has been an outstanding attorney and one of the best in all of CA. She knows the law - a brilliantly sharp ally on your side when you need the right lawyer to help you through a divorce, child custody, and/or financial situations resulting from divorce. From the moment I consulted Joy to the final signing of my divorce, she proceeded with professional communication, always returned my calls, answered my emails promptly and displayed professional acumen in the courtroom. Joy is honest and makes sure you're prepared for any outcome. She is top tier counsel, and worth every minute of her time. Lastly and more importantly, she has a good heart. She understands divorce is not easy, she helped me from near homelessness to a place of peace and safety in my life, and her staff is just as amazing. They conduct business with compassion, and they communicate promptly. You're treated with importance, not as if you're just a client. Joy and her firm are certainly highly recommended, and if you want to win, call her today!”

    Former Client

  • I can't thank you enough!

    “Thank you for being so sweet, kind, caring and supportive in the past three years even though it wasn't easy for anyone. I'm deeply sorry that you had to deal with my crazy marriage, but without you the end wouldn't have happened. I am extremely happy it is over! I can't thank you enough!”

    Former Client

  • I am grateful to have had Leyla represent me in such a complicated case.

    On 05/2019 I was served with a frivolous civil restraining order. I was caught off guard and didn't know what to expect or what steps needed to be taken in order to clear this up. I began searching for attorneys online but I was hesitant to reach out to anyone. I wasn't sure anyone would take the time to fully understand my case as this was a complicated one. Thankfully, a family member referred me to Kraft Miles Law where I met Leyla. Leyla took the time to fully understand my case and quickly figured out the bad intentions of the other party. She thoroughly discussed what the plan would be and instantly gave me peace of mind as I knew I was in good hands. At my trial, Leyla informed me of what to expect along the way and made sure all evidence was presented as needed to help the judge make a fair decision. In the end, not only did Leyla help me win my case, but she also helped me get a court order where my  attorney fees would be paid by the other party. I am grateful to have had Leyla represent me in such a complicated case.  In the future, If I come across anyone that is in need of her services, I will make sure they reach out to Leyla.

    Gladys

  • Super knowledgeable and actually cares about her clients.

    “Joy and her staff have been a pleasure to work with. Super knowledgeable and actually cares about her clients. This is not a place where you meet one lawyer and another one who knows nothing about your case shows up the day of your hearing. Costs were reasonable and I did not feel like they nickel and dimed but only charged for actual work done. Thanks!”

    Michael

  • I highly recommend Kraft, Miles & Miller.

    “Marcia Kraft and her team of Lawyers are the best to work with.”

    My

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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.