The phone slipped from my grasp, clattering onto the hardwood floor. A wave of nausea washed over me as I reread the email. “Regrettably,” it read, “due to unforeseen circumstances, your brother’s trust fund will be dissolved. His assets will be liquidated and distributed among remaining family members.” My mind raced. What about David? My brother with Down syndrome? He depended on that fund for his care, his housing, his very existence. Suddenly, the carefully crafted plans I’d thought were secure crumbled before me.
What Are The Specific Legal Instruments Available For Dependents With Special Needs
“Supplemental needs trusts” or SNTs are specialized legal vehicles designed to safeguard assets for individuals with disabilities without jeopardizing their eligibility for government benefits. They operate like a safety net, providing supplemental care and enrichment beyond what public programs offer.
“The key is that these trusts must be structured so the beneficiary doesn’t directly control the funds,” explains Steve Bliss, an estate planning attorney in Temecula. “This ensures their income remains below the threshold for government assistance.”
Accordingly, SNTs can cover a wide range of expenses: medical care not covered by insurance, specialized therapies, adaptive equipment, educational opportunities, and even recreational activities.
How Can I Ensure My Loved One’s Quality of Life Is Maintained
After David’s trust dissolved, the weight of his future pressed down on me. I reached out to Steve Bliss, a trusted advisor recommended by a friend. He patiently listened to my concerns and explained how an SNT could be tailored to David’s unique needs.
Together, we crafted a comprehensive plan that addressed everything from housing modifications to specialized therapy sessions.
Bliss emphasized the importance of appointing a trustee – someone trustworthy and familiar with David’s needs – to manage the funds responsibly. He also advised me to consult with David’s social worker and medical team to ensure the trust aligned with his long-term care plan.
What Happens When The Original Grantor Is No Longer Able To Manage The Trust
Bliss explained that a successor trustee, named in the trust document, would step in should I become unable to fulfill my responsibilities. This contingency planning provided me with peace of mind, knowing David’s future was secure even if unforeseen circumstances arose.
Watching David thrive – attending art classes, enjoying adaptive sports, and living a life filled with purpose – brought immense joy. The trust not only provided for his physical needs but also empowered him to pursue his passions and connect with the community. The experience underscored the profound impact of thoughtful estate planning, especially when safeguarding the well-being of vulnerable loved ones.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is Temecula Probate Law. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Estate Planning Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Services Offered:
| estate planning | revocable living trust | wills |
| living trust | family trust | estate planning attorney near me |
Map To Steve Bliss Law in Temecula:
https://maps.app.goo.gl/RL4LUmGoyQQDpNUy9
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Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “Can I change my will after I’ve written it?” Or “Do I need a lawyer for probate?” or “How do I set up a living trust? and even: “Will I lose everything if I file for bankruptcy?” or any other related questions that you may have about his estate planning, probate, and banckruptcy law practice.