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San Jose Trust Planning Lawyer

If your child has special needs, putting a financial plan in place should be a top priority. Unfortunately, with all your other responsibilities, it is often the very thing that takes a back burner.

At the Law Offices of Marleen Brady Kuttner, we can handle matters for you, giving you peace of mind that your child will be provided for – that your child will not lose valuable public benefits because an inheritance, settlement or jury verdict was too high.

Creating a special needs trust allows your child to keep receiving Social Security Disability (SSD), Supplemental Security Income (SSI), Medicare or Medi-Cal benefits. Estate planning documents can also protect your child from fraud or undue influence, making sure that assets he or she receives are protected, and will last throughout your adult child's lifetime.

Discretionary Spendthrift Trusts — Protecting Children With Addiction, Alcoholism or Mental Health Issues

When an adult child has long-term substance abuse issues or alcohol abuse issues, parents may want to consider how money is left to him or her. Luckily, options exist that allow parents to leave a child money, but control how that money is spent. This allows parents to make sure the money goes to good use for things like food, housing or education — not to things that may be harmful.

At the Law Offices of Marleen Brady Kuttner, we can create a discretionary spendthrift trust for families in this situation. Assets go into the trust, and management and control stays with the family member trustee who cares for that adult child. Licensed professional trustees are also an option.

While many attorneys stick to form documents when drafting estate plans, the best solutions can often be achieved by custom tailoring documents to your individual needs. This, however, has to be done by an experienced attorney who knows the implications of each clause and each word. Leaving one thing out – writing one thing incorrectly or vaguely – can lead to litigation.

Contact a Campbell Special Needs Planning Attorney

Contact the Law Offices of Marleen Brady Kuttner in Campbell, California, at 408-371-0854 to speak with a San Jose special needs trust attorney about the legal matters that affect you.

Sometimes it can be difficult to travel to a lawyer's office. Sometimes things just feel more comfortable in your own home. We understand. Home, hospital, nursing home or assisted living facility visits are available by request. Please do not hesitate to ask.

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