There are several common mistakes made in special needs planning throughout California, including:
Failing to put a plan in place that will protect a special needs child after their parents’ death
Trying to handle estate planning for a special needs family on your own, without the help of a special needs planning attorney
Not protecting assets for a special needs family member
Assuming that public benefits alone will be enough to provide for a special needs family member
Not carefully designating a guardian or caregiver for a special needs family member, including asking that family member ahead of time
Working with a special needs planning attorney in California can help ensure that you can set your family member up for success.