Thoughtful planning and protection for individuals with special needs, older adults, and their families.
Special Needs Planning
Special needs planning helps families provide for a loved one with a disability without jeopardizing the government benefits — like SSI or Medi-Cal — that they depend on. Because many of these benefits are means-tested, an inheritance or gift given directly can unintentionally disqualify a loved one from the support they rely on. The right legal tools allow families to provide financial support and long-term security while keeping those benefits fully intact.
Elder Law
Elder law addresses the legal and financial planning needs that come with aging — helping individuals and families prepare in advance for incapacity, long-term care, and the transitions that come later in life. Many families don’t realize that legal strategies exist to help a loved one qualify for Medi-Cal benefits without losing a lifetime of savings. And when a loved one can no longer manage their own affairs, having the right documents already in place — like powers of attorney and healthcare directives — can mean the difference between a smooth transition and a stressful court process.
At Living Legacy Law, our elder law services focus on proactive planning: putting the right legal tools in place before a crisis happens, so families are prepared rather than reacting under pressure
HOW CAN WE HELP
Our special needs planning services may include:
A properly drafted Special Needs Trust allows you to leave assets to a loved one with a disability without jeopardizing their eligibility for SSI, Medi-Cal, or other means-tested government benefits.
Funded by family members (parents, grandparents, siblings) to provide financial support without disrupting benefit eligibility.
We advise on how ABLE accounts can complement a Special Needs Trust as part of a comprehensive support plan.
A non-legal companion document sharing your hopes, wishes, and detailed knowledge about your loved one — invaluable for future caregivers and trustees.
Our elder law planning services may include:
Long-term care is expensive. We help aging clients and their families plan proactively to protect assets while maintaining eligibility for Medi-Cal benefits — including nursing home coverage.
Legal strategies to protect your life savings from the high cost of long-term care, while staying in full compliance with California and federal law.
As we age, planning for incapacity becomes essential. A Durable Power of Attorney designates someone you trust to manage your finances if you’re ever unable to do so yourself.
An Advance Healthcare Directive specifies your medical wishes if you’re unable to speak for yourself, and designates someone you trust to make healthcare decisions on your behalf.
Get thoughtful guidance to help protect your loved one’s well-being, independence, and long-term needs.
