Special Needs Trust

O’Neill and Woolpert’s team has helped many Central Coast families who are caring for a loved one with a disability or special needs. We establish special needs trusts or conservatorships as necessary. While this critical step helps plan for the financial and personal care of that family member, it can be a daunting task to undertake alone. We understand how stressful—and even intimidating—it can be to plan for the future in these situations. That’s why our team is committed to helping clients become more knowledgeable and confident regarding their family’s affairs.

A special needs trust will help protect a beneficiary from losing his or her public benefits and ensure they are able to inherit from an existing estate. Our team is also experienced in establishing conservatorships to allow family members to make medical decisions for developmentally disabled adult children. Most importantly, these planning steps allow families to have peace of mind and spend their time caring for their loved ones instead of worrying about their futures.

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