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Special Needs Trust Creation and Management Guide

For parents and by those who serve as trustees or managers of Special Needs Trusts. Get your copy now!


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Palo Alto Special Needs Trusts and Planning Lawyer

For Gilfix and La Poll, there is nothing more important than family. Like you, we believe that providing for your loved ones is not only a responsibility, but a privilege.

Each family faces unique challenges when addressing their long-term needs. This is especially true if you have an autistic child or family member with autism, child with special needs, or a family member who is unable to work or perhaps live independently.

For such individuals, a special needs trust is an ideal legal tool that provides them with a lifelong financial safety net without disturbing eligibility for vital government benefits. Assets held in a special needs trust are not counted when determining eligibility for such government programs as Supplemental Security Income (SSI) and Medi-Cal.

Palo Alto Special Needs Planning Lawyers with Three Decades of Experience

Mike Gilfix Explains Special Needs Trusts

Mike Gilfix explains what a Special Needs Trust is, what they are used for, and why they are so invaluable to our special needs community and their families.

Assets held in the special needs trust are used to supplement public benefits and pay for items and services that the public benefits system is unable to provide. For this reason, no trust is more important than a special needs trust.

Gilfix and La Poll specal needs planning attorneys often work with personal injury attorneys to ensure that settlements and awards do not disturb eligibility for Medi-Cal. Rather, such assets are placed in the special needs trust to remain available for the entire lifetime of an injured individual.

Our Annual Special Needs Trust Community Seminar is but one of many efforts to explain these trusts and to provide practical advice about their operation. We are pleased to have approximately a dozen nonprofit organizations serve as co- sponsors of this very well attended seminar.

Special Needs Trust Creation and Management Guide with ABLE Act Updates

Special Needs Trusts are the essential planning document for individuals with disabilities. They can hold any amount of money to provide a lifelong safety net without disturbing eligibility for needs-based government benefits. This guide is designed for use by parents and by those who serve as trustees or managers of Special Needs Trusts.

Our goal is to identify the most important issues that arise and to suggest how they might be addressed. Above all, this guide is designed to be practical. It is a "must read" for everyone who has a family member with a disability. Our focus is on the operation of Special Needs Trusts in California, though it is generally reliable for guidance in any state. Special Needs Trusts are the creature of and authorized by federal law. In some ways, state law can affect their operation.

Order Your Special Needs Trust Creation and Management Guide Now!

Note: These testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Other Resources

Special Trust Planning for Special Children
Special Needs Trusts for Disabled Family Members
Watch Mark Gilfix explain how Special Needs Trusts are set up, and how they operate, in the Pacific Autism Center-sponsored “Porchlight” Video Series.

Client Testimonial

"I heard of the Special Needs Trust before, but I never understood it until you so patiently and clearly explained it to me. We now have one in place for our son. At last, I feel that I have taken care of him. I can't tell you how grateful I am."
- A.M.

Helping families with special needs trusts, special education advocacy and special needs planning in San Jose, Cupertino, Mountain View, Los Altos, Menlo Park, San Mateo, Fremont, Palo Alto, Santa Cruz, Santa Clara County, Alameda County, and San Mateo County.