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Special Needs Trusts

  • Special Needs Trusts in California

    From the desk of San Diego (Carmel Valley) Living Trust Attorney, Kristina R. Hess: Serving San Diego County Families with their Estate Planning… I.  Special Needs Trust (or Supplemental Needs Trust) – There are two types of special needs trusts, those created by third parties (e.g. parents or grandparents) and those created by oneself for oneself…

  • California Conservatorship for Special Needs

    When Your Special Needs Son or Daughter Cannot Make Decisions for Themselves From the desk of Del Mar/Carmel Valley Trust and Estate Attorney, Kristina R. Hess San Diego Estate Planning for Your Family: What do you do when your adult child has special needs?  In the fictitious story about Sam and Sally Smith in my…

  • When it Comes to a Supplemental Needs Trust, Out of Sight Should Never Be Out of Mind

    From the desk of Kristina R. Hess, San Diego Estate Planning Attorney, Living Trusts, Wills, Probate Attorney You’ve been a responsible planner for your family’s future, especially your child with special needs. You’ve met with an attorney, set up a Supplemental or Special Needs Trust and you can breathe a sigh of relief.  Your work…

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