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The Elder and Disability Law Firm, APC

Importance of a Special Needs Trust

If you are disabled in California, you can qualify for benefits under the Supplemental Security Income (SSI) program of the Social Security system and at the same time qualify for medical care under Medi-Cal, but these programs have both income and asset limitations.

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The Elder and Disability Law Firm, APC

What to Know About First-Party Special Needs Trusts

The Social Security Administration (SSA) and other state and federal agencies operate programs to provide benefits for those who become disabled. The SSA’s Supplemental Security Income (SSI) program sets income and asset limitations on those who apply for its benefits.

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The Elder and Disability Law Firm, APC

Family Legacy Planning: Going Beyond the Will

The cycle of wealth creation—and wealth depletion—is all too typical in America. One person or family creates the wealth, and within two generations, the heirs and descendants will have depleted everything that was accumulated: from parents to children to grandchildren, and then suddenly gone.

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The Elder and Disability Law Firm, APC

Important Legal Documents to Have in Place Before Dementia Sets In

Dementia not only robs those suffering from it of their ability to lead a normal, productive life, but it also places a caregiving obligation on loved ones. If loved ones can’t care for their parents or others suffering from Alzheimer’s or another form of dementia because of their own work and family obligations, it can force them to make many difficult decisions.

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The Elder and Disability Law Firm, APC

Estate Planning and Dementia: What You Should Consider

A special report issued by the Alzheimer’s Association in March 2020 projected that by mid-century the number of Americans aged 65 and older who will suffer from dementia may grow to 13.8 million, up from 5.8 million today.

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The Elder and Disability Law Firm, APC

Why You Should Use an Estate Planning Attorney Over Online Forms

According to a 2021 Wills and Estate Planning Study by Caring.com, about 34.2% of American adults don’t have a will because they don’t know how to get one. When creating your estate planning documents, you have the option of hiring an attorney or using a do-it-yourself method by downloading online forms. If you are considering drafting your estate plan, you may be wondering whether to use online forms or retain an experienced attorney.

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The Elder and Disability Law Firm, APC

Important Estate Planning Terms to Know

The pandemic and its daily statistics about hospitalizations and deaths raised awareness of the need to plan for the future, especially among young adults, according to Caring.com’s 2021 Wills and Estate Planning Study. The number of young adults with a will increased 63 percent since 2020, but despite this new awakening, the percentage of Americans with wills has not significantly changed, with only 32.9 percent of adults saying they have any estate planning document in place.

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Esther Wang & Jason Oei, Attorneys at Law

Capacity is NOT a Medical Concept – Part I

A treating physician’s report or letter is only one piece of the capacity puzzle, it is not the final determination of the patient’s legal capacity. The Legal Perspective is TASK SPECIFIC!

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