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.

Satisfied Client Stories


Anyone in need of a great law firm that does Living Trust/ Wills I highly recommend Filippi Law Firm in Rocklin.
My husband and I needed to have a new Trust done and we were very pleased with

Suzan Henshillwood

I highly recommend Filippi law firm. Can’t say enough how much I appreciate all they did for me and my living trust. Jim is very helpful and relieved any doubts I had about trust. Very nice law firm and friendly. Thank you Jim for everything and Courtney as well.

Suzan Perfetto

Very Professional service provided. Handled my trust with professional care and left us feeling very confident. Would recommend Filippi Law Firm to all my friends

Bret Rapozo

Jim is a personable individual and all the people in the firm are friendly and professional. Creating my trust was painless and has taken a load off my mind.

Jil Voorhies

We had an outstanding experience with all the Filippi associates we worked with. They were exceptionally professional and friendly. I would highly recommend their services.

John Wendt

The Filippi Law Firm is very family oriented, professional in every way and quickly responded to any questions my family had. Their end product left nothing to be desired as it was an extremely well thought of and produced legal document. I highly recommend the firm to perform in any capacity of estate planning or administrative law.

Geraldine Dolan

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