Individuals with a disability that occurred before age 26 and receive benefits under SSI (Supplemental Security Income) and/or SSDI (Social Security Disability Insurance) are automatically eligible to open this account federal and California State tax-free. Withdrawals (also tax free) can be used for disability-related expenses: education, employment support, housing, transportation, assistive technology and healthcare.
Identifies social needs and provides benefits to California residents.
Intelligent and caring estate planning, including financial power of attorney, advanced healthcare directives, wills, trusts and probate.
Attorney specializing in special needs trusts.
Provides a plan to ensure financial welfare of the child with compassionate special needs trust and estate planning. Complimentary consultation and affordable payment options.
Helps families plan for the financial future of their children with disabilities and navigate the intricacies of trusts and government assistance.
Completes trusts for families and works with the court to appoint a conservator or guardian who ensures the medical and financial safety of family members with disabilities who are not able to speak for or legally represent themselves.
Workshops guide people through disability benefits and special needs trust resources to ensure financial stability for families and self-sufficiency for individuals. charlene@ocssandiego.com
Medi-Cal planning and special needs trusts.
Philip P. Lindsley, CELA, CLS specializes in estate planning, trust and probate for families with children with disabilities. Works in conjunction with counseling for stress-reduced decision making.
Helps aged, blind and disabled people who have little or no income. Provides cash to meet basic needs for food, clothing, shelter.
Nonprofit helps families establish special needs trusts for loved ones with disabilities and educates them on Social Security and SSI benefits.
Estate and Medi-Cal planning for families with disabilities.
Van Hulzen Financial Advisors is dedicated to helping individuals and families navigate the complexities of financial planning with compassion, expertise and integrity, with the goal of fostering greater financial security and quality of life for those with special needs.
Works with families to create a life care plan for loved ones. Helps identify public benefits, review life insurance, investments, income tax planning strategies and get legal documents in place.
Program offers free IRS-certified tax prep and electronic filing to people who make $67,000 or less, persons with disabilities and those with limited English who need assistance preparing tax returns.