Frequently Asked Questions

Attorney Image By: James Filippi

I have special needs dependent child; what should I include in my estate plan?

embracing child to encourage down syndrome girl at home

Planning your estate carefully when a special-needs dependent child is involved is important. Many special needs children receive benefits from the state, such as SSI or Medicaid, and you don’t want any assets from your estate plan to affect those benefits. So, it is crucial to plan your estate so that the special-needs child’s inheritance is not considered an available asset.

That way, their public assistance benefits are not affected. Of course, if your estate plan has enough money to take care of your children for life, you can include detailed information about what the child will receive and assign someone to handle the child’s benefits if they cannot do so themselves.

You might find this blog post helpful “Special Needs Trust“

Satisfied Client Stories

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Coming to the Rocklin area from Florida, I needed to find an attorney I felt comfortable working with to make sure all my paperwork was acceptable to CA. The Fillippi Law firm fit that need. Would not hesitate to recommend them. I felt comfortable asking questions and was given all information explaining the process of finalizing the work, including all costs. Made me feel very welcomed!!!!!

Eleanor R. | Rocklin, CA
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This firm was amazing. They made the process easy and their follow up is top notch. If you need Estate Planning services this is who I would recommend.

Beth M. | Roseville, CA
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Great help with my sister’s probate. Katia was very quick to respond to my questions. James helped us with questions as well. Definitely will use in the future. Thank You!

Scott W. | Citrus Heights, CA
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My wife and I had a great experience at the Filippi Law Firm setting up our Family Trust. Everyone at the office was very professional, knowledgeable, and nice to work with. I highly recommend the Filippi Law Firm for any of your estate’s legal needs.

Melvin S. | Granite Bay, CA
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We thank you for your patience with us because we had soo many questions about completing the entire process. You demonstrated excellent customer service. We are happy to have you as our law firm.

Arturo R. | Rocklin, CA
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I had many questions regarding a trust set up by a family member that gave me power of attorney without my knowledge. This family member became incapacitated and I suddenly had a ton on my plate to deal with and no idea where to even start. I contacted the Filippi Law Firm after trying to get help from quite a few other firms and being told they weren’t interested. Well, I finally came to the right place. They answered all my questions in a timely manner, for a reasonable fee, and put my mind at ease.

Next, I will be getting help from them to update all the documents related to my own affairs. I know they will handle this in the same timely and professional manner that they showed in our previous dealings.

If you’re on the fence, don’t be. Give them a call. You won’t regret it.

Greg H. | Granite Bay, CA

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