FINANCIAL PLANNING & TRUSTS

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FINANCIAL PLANNING AND TRUSTS

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

CalABLE Account
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.
833-225-2253
www.calable.ca.gov

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 9200
8
888-676-3786
4909 Murphy Canyon Rd.
SD, CA 92123
888-676-3786
www.communityinterfaceservices
.org

Denherder, Grier & Associates
Estate Planning Attorneys.
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

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.billkeesling.com

Ratner and Pinchman, PC
Medi-Cal planning and special needs trusts.
11622 El Camino Real #100
SD, 92130
888-284-5709
www.calelderfirm.com

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 Planning Institute
Nonprofit dedicated to educating and advocating for individuals with special needs and their families through special needs trusts, wills, guardianship and conservatorship, budget planning, and the CalABLE Program.
7120 Santa Barbara St.
Carlsbad, CA 92011
888-222-8441
www.snpinst.org

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

 

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