FINANCIAL PLANNING & TRUSTS, FAMILY SELF-SUFFICIENCY, FOSTER CARE

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FINANCIAL PLANNING/FAMILY SELF-SUFFICIENCY

Battaglia & Waltari
Special Needs Trust Attorneys
(See listing under Advocacy)

California Department of Social Services (DSS)
Identifies social needs and provides benefits to California residents.
www.cdss.ca.gov

Community Interface Services (CIS) Self Determination
Financial Management Services
Provides education and financial planning so clients have control over an individualized budget for support and services and can determine what services they want and where to get them.
2621 Roosevelt St.

Carlsbad, CA 92008

888-676-3786

www.communityinterfaceservices
.org

Den Herder and Associates
Special needs trusts.
10085 Carroll Canyon Rd. #220
SD, 92131
858-271-6244
www.denherderlaw.com

Elizabeth McCoy
Attorney specializing in special needs trusts.
5256 S. Mission Rd. #124
Bonsall, CA 92003
760-723-8906
www.ca-specialneedstrusts.com

Hendrick Legal Solutions Margaret Ann Hendrick
Provides the best plan for the family to ensure the financial welfare of the child with understanding, compassionate special needs trusts and estate planning. Complimentary consultation, flexible rates and affordable payment options.
2244 Faraday Ave.
Carlsbad, CA 92008
760-431-0005 office
619-890-9507 cell
www.hendricklaw.com

Law Office of Michael Pearce Estate Planning Attorney
Helps families plan for the financial future of their children with disabilities and navigate the intricacies of trusts and government assistance.
916-333-5088
www.pearcelaw.net

Law Offices of Steven M. Ratner
Medi-Cal planning and special needs trusts.
11622 El Camino Real #100
SD, 92130
888-336-1645
www.calelderfirm.com

Outreach Consulting Services
Workshops and seminars guide people through the disability benefits process and special needs trust resources to ensure financial stability for families and self-sufficiency for individuals with special needs.
charlene@ocssandiego.com

www.ocssandiego.com

Principal Financial Group
Bill Keesling, Financial Advisor
Financial guidance from a professional and father who understands.
9330 Scranton Rd. #250
SD, 92121
858-964-2119
www.principal.com

Roy M. Doppelt and Associates, APC
Special needs trust attorney.
16466 Bernardo Center Dr. #260
SD, 92128
800-769-4748

San Diego Special Needs Law Center
Philip P. Lindsley, CELA, CLS specializes in estate planning, trust and probate for families with special needs. Works in conjunction with counseling for stress-reduced decision making.
7880 Golfcrest Dr.
SD, 92119
619-235-4357
www.specialneedsplanninglaw
.com

Social Security Administration/Supplemental Security Income (SSI)
Helps aged, blind and disabled people who have little or no income. Provides cash to meet basic needs for food, clothing, shelter.
800-772-1213
TYY: 800-325-0778
www.socialsecurity.gov

Special Needs Trust Foundation of San Diego
Nonprofit service developed to assist families, establish special needs trusts for loved ones with disabilities and educate families on Social Security and SSI benefits.
12515 Woodside Ave. #1890
Lakeside, CA 92040
619-201-2672
www.sntf-sd.org 

Yvette M. Soto Accounting and Income Tax
Professional bookkeeping, payroll and tax preparation. Understands the ramifications of receiving public benefits and credits for special needs as the mother of twins with Autism.
3633 Camino Del Rio S. #205
SD, 92108
619-977-6586
www.YvetteSoto.com

Zach MacDougall and Stephanie Tsang, North Star Financial Planning
Offers financial services for families and medical professionals to achieve long-term financial goals and family stability.
4445 Eastgate Mall #200
SD, 92121
858-812-3186
www.northstarfinancial.com

 

FOSTER CARE

 

County of San Diego Children’s Services
Provides adoptive services for foster children of all abilities, foster family licensing, support, education and a foster youth mentor program.
877-792-5437
www.sandiegofosterkids.com

DSEP-Rady Children’s Developmental Screening and Enhancement Program
Developmental/behavioral assessment and screening for foster children up to age 6, and developmental coaching for caregivers.
3665 Kearny Villa Rd. #400
SD, 92123
858-966-7874
www.rchsd.org/programs-services/dsep/

Koinonia Family Services
Provides foster care and adoption services to children who are dependents of the court and who have special needs. Children with developmental delays and/or other disabilities are placed with certified foster families who receive ongoing support in their care. Also provides adoption services to children with special needs throughout California.
3914 Murphy Canyon Rd. 
#A224
SD, 92123
619-326-4222
877-CHILDS-HOPE

 or 877-244-5374
www.kfh.org

Walden Family Services – An Adoption and Foster Family Agency
Foster care program for children with disabilities and significant medical needs. Children are placed with specially trained, certified foster families. Additional training and supports are provided for families willing to care for children with special needs.
8525 Gibbs Dr. #100
SD, 92123
619-584-5777
www.waldenfamily.org

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