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.
Assists in creating power of attorney, advanced health care directives, and personal trusts for the financial safety of loved ones with disabilities.
Provides the best plan 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.
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 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.
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.
Provides estate planning, the establishment of guardianships and conservatorships, and probate and trust administration.
Helps aged, blind and disabled people who have little or no income. Provides cash to meet basic needs for food, clothing, shelter.
Nonprofit service developed to assist families, establish special needs trusts for loved ones with disabilities and educate families on Social Security and SSI benefits
Estate and Medi-Cal planning for families with disabilities.
Works with families to create a life care plan that strives to provide a happy, secure future for their loved ones. Helps identify available public benefits, review life insurance and investments, find income tax planning strategies and deductions, and get legal documents in place for a sound financial future.
Program offers free IRS-certified tax prep and electronic filing to people who generally make $54,000 or less, persons with disabilities and those with limited English who need assistance preparing tax returns.