California is a great state with various programs

for individuals with special needs, but what are they?

The webinar will be addressing three topics:

Special Needs Planning and Conservatorship, and Benefits

Why do you need to plan to protect Government benefits like SSI and Medi-Cal and others?

Special Needs Planning

• What is a Special Needs trust and how will it benefit my Prader-Willi family member?
• How does a Special Needs trust integrate with the Family Estate Plan?
• What are the steps to set up a Special Needs Trust?
• How do I fund and administer a Special Needs Trust?

Conservatorships

• What is the difference between a General Conservatorship and a Limited Conservatorship?  What is the process for establishing a Conservatorship?
• Do I need a Conservatorship? Are there alternatives?

Benefits
California has far better benefits for our Special Needs family members than any
other state. However, many of these benefits are not known.

We will do a fast paced review of the various benefit programs.