Special Needs Trust Our Practice is Your Solution.

Alameda County Special Needs Lawyer

Plan a Special Needs Trust for Your Loved One

A special needs trust is a particular kind of trust that provides for an individual with special needs who is unable to care for him or herself. This is achieved through a responsible mediator who distributes funds to the beneficiary according to the terms of the trust. This type of trust is utilized in scenarios involving minors, mentally disabled persons, and ensures that these individuals are cared for financially in the event of a parent or guardian's passing. Our Alameda County estate planning attorney at Randick O’Dea Tooliatos Vermont & Sargent has experience creating trusts of all types, including special needs trusts. Protecting your loved one is our priority, and we are ready to sit down with you and walk you through the planning process.

Call us at our Castro office (510) 344-2599 or Pleasanton Valley office (925) 369-5822 for a free case consultation!

What are the advantages of a special needs trust?

  • Allows your loved one to receive government benefits such as SSI, Medicaid, and other programs
  • Provides an inheritance for your loved one
  • Allows you to designate funds specifically for your disabled loved one
  • The funds in your trust are protected from taxes and from creditors

Creating a special needs trust can give you peace of mind that your loved one will be cared for in your absence. Begin your planning today!

Alameda County Estate Planning Lawyer, Dedicated to Your Interests

At Randick O’Dea Tooliatos Vermont & Sargent, we work hard to meet all of our clients' legal needs. Whether you need assistance setting up a trust or would like to discuss other options similar to a special needs trust, we are ready to help. From start to finish, you can expect individualized counsel that is customized and attentive. We approach each case as if it were our only case, because you deserve only the most professional and undivided legal care.

For more information about special needs trusts, call our Castro office (510) 344-2599 or Pleasanton Valley office (925) 369-5822 today.

YOUR SOLUTIONS START HERE

  • Result Driven Legal Strategies
  • Personalized Representation for Each Client
  • Wide Range of Practice Areas & Experts
  • Decades of Legal Experience
  • “I highly recommend Nick and am grateful for his support and expertise.”

    - Kristen K.
  • “Nick and his team have been instrumental”

    - Prem C.
  • “Having Hannah Sargent take care of setting up our trust and will was the best thing we ever did. We had been talking about doing this for years and always put it off as a task we just didn't have time ...”

    - Kim D.
  • “We couldn't ask for more in terms of service, advice, cost, and flexibility. We had a trust and other documents that were 14 years old. Of course, things had changed dramatically for our family, ...”

    - Jeffrey R.
  • “I met Ms Hannah in 2008 at Berkley Law Center where she was volunteering her time . Brachfeld & Associates, a collection law firm filed Lawsuit against me in Dec 2008. They were representing ...”

    - Basudeb Dey
/