Top Newport Beach, CA Special Needs Trust Lawyers Near You
At Stone & Sallus, we specialize in providing comprehensive legal services tailored to meet the unique needs of our business and real estate clients in Los Angeles and El Segundo.
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2000 Avenue of the Stars, Suite 200N, Los Angeles, CA 90067
1999 Avenue of the Stars, 29th Floor, Los Angeles, CA 90067
1100 Quail St, Suite 205, Newport Beach, CA 92660
400 N. Tustin Ave., Suite 370, Santa Ana, CA 92705
11900 W Olympic Blvd, Suite 800, Los Angeles, CA 90064
9350 Wilshire Blvd, No. 203, Beverly Hills, CA 90212
3311 West MacArthur Blvd, Santa Ana, CA 92704
170 E College, PO Box 4083, Covina, CA 91723
34145 Pacific Coast Hwy, Suite 405, Dana Point, CA 92629
17541 17th Street, Suite 100, Tustin, CA 92780
1000 North Coast Highway, Suite 10, Laguna Beach, CA 92651
13681 Newport Ave., Suite 8700, Tustin, CA 92780
5820 Wilshire Blvd., Suite 300, Los Angeles, CA 90036
120 Newport Center Drive, Newport Beach, CA 92660
500 N State College Blvd, Suite 1100, Orange, CA 92868
2276 Torrance Blvd, Torrance, CA 90501
1107 Fair Oaks Avenue, Suite 819, South Pasadena, CA 91030
17785 Center Court Dr N, Suite 600, Cerritos, CA 90703
100 Pacifica, Suite 130, Irvine, CA 92618
1440 N Harbor Blvd, Suite 900, Fullerton, CA 92835
Special Needs Trust Lawyers | Serving Newport Beach, CA
15760 Ventura Blvd, 7th Floor, Encino, CA 91436
11693 San Vicente Blvd, PMB 562, Los Angeles, CA 90049
1125 E Broadway, # 70, Glendale, CA 91205
23901 Calabasas Road, Suite 2074, Calabasas, CA 91302
700 Flower St, Suite 1000, Los Angeles, CA 90017
Newport Beach Special Needs Trust Information
Lead Counsel Verified Attorneys in Newport Beach
Lead Counsel independently verifies Special Needs Trust attorneys in Newport Beach and checks their standing with California bar associations.
Our Verification Process and Criteria
Ample Experience
Attorneys must meet stringent qualifications and prove they practice in the area of law they’re verified in.
Good Standing
Be in good standing with their bar associations and maintain a clean disciplinary record.
Annual Review
Submit to an annual review to retain their Lead Counsel Verified status.
Client Commitment
Pledge to follow the highest quality client service and ethical standards.
What Is a Special Needs Trust?
A special needs trust (SNT) provides financial support for people with physical or mental disabilities. Parents or family members generally set up an SNT to provide for their loved ones. However, people with special needs can set up their own trust. An SNT keeps the assets separate from the beneficiary’s property so they can still qualify for government programs like Medicaid and Social Security.
What Are Some Examples of Situations Where I Might Need a Trust and Estates Lawyer?
Most people think of a trust as something they only need to consider when they pass away. However, a trust can be something you can benefit from during your life and provide for your family after death. Trust planning can help manage property and assets, gain tax advantages, and avoid probate. You should consider a trust when you:
- Have significant financial assets or property
- Have family members with special needs
- Want to distribute assets to charitable groups or religious organizations
- Want to protect your privacy
- Need to preserve assets for minor children
- Have major life changes
How Can a Trust Lawyer Help Me?
An experienced lawyer can give you the backing you need to navigate the legal system and find the best possible results for your case. Because laws are different from state to state, speaking with a lawyer in California is critical in understanding all the elements of your situation and making the best decisions when it comes to your estate planning. A trust lawyer can help with:
- Trust creation
- Asset management and protection
- Estate planning
- Trust administration
- Modification or termination of your trust
- Trust disputes and litigation
What Could Happen if I Don’t Hire a Trust Lawyer?
If you don’t hire a trust lawyer, your assets will pass under California probate laws. Probate can tie up your assets for months or years. If your beneficiaries are fighting over the assets, it can take longer and cost your estate money. With a trust, the property can pass outside of probate. You can also have more control over what happens to your estate after death. If you don’t have a trust, your loved ones may have to deal with:
- Estate taxes
- Delays in probate
- Fighting legal challenges over assets and property
- Property passing through intestacy
What Are the Top Questions When Choosing a Trust Lawyer in Newport Beach?
These questions can help you decide if you feel confident that a lawyer has the qualifications, experience, and ability to manage your trust case. Many trust and estate lawyers offer consultations that allow you to understand your options and get specific legal advice before hiring them. The top questions to ask include:
- What type of trust is most suitable for my situation?
- What are the benefits and drawbacks of creating a trust?
- How can a trust be used to address my specific concerns or goals?
- What is the process for creating and funding a trust?
- How will the trust be administered?
- What are the potential tax implications associated with a trust?
- How much will all of this cost?
Tips for Hiring a Trusts Lawyer
Taking the time to find a lawyer who is right for you and will represent your best interests is an important first step in protecting your finances. Find a lawyer who understands your case, knows your needs and goals, and has the experience to get the best outcome. Things to do:
- Ask for recommendations
- Research lawyers online
- Schedule consultations
- Review experience and expertise
- Talk about billing and fees
- Trust your instincts