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Law Offices of Jonathan Leventhal

 

21550 Oxnard Street, 3rd Floor

Warner Center Towers

Woodland Hills, CA 91367

 

Phone: 818-347-5800

Toll Free: 877-90-WILLS

 

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Law Offices of 
Jonathan Leventhal
ValleyEstatePlanning.com

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Toll Free 877-90-WILLS (94557)

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Law Offices of Jonathan Leventhal  www.ValleyEstatePlanning.com

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At the San Fernando Valley Law Offices of Jonathan Leventhal, I provide personal attention in matters related to wills, trusts, and estate planning. I serve clients in Woodland Hills, Tarzana, Encino, West Hills, Calabasas, Westlake Village, Aguoura Hills,  Santa Clarita, Valencia, Thousand Oaks,  Chatsworth, Granada Hills, Porter Ranch and Simi Valley. I represent families and individuals throughout Los Angeles County and Ventura County.

 

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Information About Estate Planning

 

 

Legal Counsel for Creating a Trust for Those with Special Needs

If you have a family member currently receiving public benefits, or who will be eligible to receive benefits in the future, a Special Needs Trust should probably be part of your estate plan. It can be set up with your estate plan so that it is created upon the death of parents or other family members. Another option, an Irrevocable Trust can be created to the benefit of the disabled person during a parent's or relative's lifetime.

 

Form a Special Needs Trust to Allow the Supplement of Benefits

Creating a Special Needs Trust is a method for you to provide help to an individual who is already receiving government benefits. Using a trust allows funds to aid a disabled person, without disqualifying them from benefits such as SSI and Medi-Cal.

 

Sometimes, Special Needs Trusts are created when a disabled family member will receive funds from from a settlement or an inheritance, therefore having the money in a trust will still allow the government benefits to be received.

 

Extra Care for Your Loved Ones

Providing for your family is important, especially when children or relatives cannot provide for themselves. Government benefits help care for the disabled, but you can further provide for special options using a Special Needs Trust to ensure your loved one is comfortable and well taken care of.

 

 

 

A Los Angeles Estate Planning Lawyer Who Exceeds Your Expectations

Once you become a client of mine, you can be assured that I will personally handle your estate planning needs. You will not be passed on to a paralegal or office assistant. I pride myself with being highly responsive. I guarantee that I will return client calls within two business days or credit the client with $100 toward legal fees, if all fees are paid the client receives a check.

 

Contact Me Today to Schedule a Free Consultation - 818-347-5800

I am happy to answer your questions about creating a Special Needs Trust for your disabled child, family member, or relative. Please contact me at your convenience. We can talk over the phone, or we can schedule a time to meet at my Woodland Hills law office. Should it require, we can arrange a meeting that works best for your situation, such as during the evening or weekend.

A Special Needs Trust can help your disabled loved ones, without disqualifying them from government benefits. Call me to learn more about Estate Planning Options. I offer free consultations and the highest level of service. 818-347-5800

Establishing a CA Special Needs Trust