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Trust Litigation & Probate Litigation
- Six Steps for Proving Fraud When Contesting a California Will
- California Will Fraud: What Happens When Your Loved One Was Victimized
- San Diego Probate Lawyer: Shifting the Burden of Proof
- Where to Look for Trust Mistakes, by a San Diego Probate Attorney
- San Diego Probate Attorney Asks: Who’s the Boss?
Probate and Trust Administration
- What Remedies Are Available After California Trustee Theft?
- Riverside Trust Attorney: Trustee’s Obligations to Provide Notice
- San Diego Trust Lawyer: How to Obtain an Appointment as Administrator
- Riverside Trust Lawyer: Obtaining an Appointment as Executor
- Don’t Make These Trustee Mistakes, Says Riverside Probate Attorney
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News
Tupac Coachella Image Raises California Estate Administration Issues...
Posted on 5/4/2012
California Lawsuit Against Executor of Famous Producer’s Estate Fails...
Posted on 4/13/2012
California Beneficiary Wins Award of Nearly 20 Million Against Trustee...
Posted on 4/3/2012
Whitney Houston Estate Administration “Straightforward”...
Posted on 3/26/2012
Singer Etta James Dies at 73; $1 Million Estate Possibly in Probate...
Posted on 2/4/2012
New 2012 Legislation AB 1305 Impacts California Probate...
Posted on 1/17/2012
Estate Planning and Incapacitating Chronic Illness in California...
Posted on 11/16/2011
California Raises Limit For Small Estates Procedure to $150,000...
Posted on 11/2/2011
The Simplified Procedure to Transfer Estates in California...
Posted on 11/1/2011
What Does A California Transfer Agent Do?...
Posted on 10/24/2011
Library
Probate and Trust Administration
- What to Do When a San Diego Trustee Steals from the Estate
- San Diego Trust Lawyer: Understanding the Role of the Administrator
- Riverside Trust Attorney: Ten Steps to for a Successor Trustee to Take
- Riverside Trust Lawyer Describes the Duties of an Executor
- Riverside Probate Attorney on Duress: Why Trusts Get Attacked, Part 2
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Special Needs: San Diego Probate Lawyer on Why a Trust Is Better
If you’re the trustee or executor in a California trust administration or probate case with a beneficiary that has special needs, you probably want to take extra care in protecting their best interests. There’s a particular vulnerability special needs beneficiaries face, especially if the decedent has left a significant amount of assets to them in a will.Many people with disabilities are able to receive financial assistance from the government, such as Medicaid, subsidized housing, or Supplemental Security Income (SSI). Depending on the nature of the disability, a special needs beneficiary may not be able to obtain stable income independently. Government assistance may be essential to his or her quality of life.
Receiving a large sum of money in an inheritance can hurt a disabled beneficiary because it will disqualify them from government assistance, sometimes for years.
If you have been named as the executor or trustee in a case where one of the beneficiaries has special needs, you may want to discuss setting up a special needs trust that will distribute smaller quantities of assets over time so that the beneficiary will not exceed the maximum income level that qualifies for aid.
If you are executor in a case where a California special needs beneficiary is vulnerable to losing federal aid because of assets left to them in a will, you may want to seek the advice of a San Diego probate attorney.
The Grossman Law Firm offers a full range of services to Riverside trustees, executors, and beneficiaries, including trust administration, probate will contests, and trust litigation. Schedule a no-cost, 30-minute consultation with one of our lawyers immediately by calling our offices at 888-443-6590. Use our quick contact form to reach us online.
Also be sure to get your copy of Scott Grossman’s must-read FREE book The Insider’s Guide to California Probate and Trust Administration.
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Trust Litigation & Probate Litigation
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