Protect Your Child's Inheritance Without Losing Their Benefits
If your loved one receives SSI, Medi-Cal, or other means-tested benefits, an inheritance left the wrong way can disqualify them overnight.
This free worksheet walks you through exactly what to prepare before setting up a special needs trust, so nothing gets missed.
What You'll Learn Inside This Worksheet
The benefits most at risk if money is left directly to your loved one
How to think through choosing a trustee and a backup trustee
What actually funds a special needs trust, and how to estimate the amount
Why a Letter of Intent matters even though it isn’t legally binding
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This worksheet is provided for general informational purposes only and does not constitute legal advice. Every family’s situation is different; please consult with a licensed California estate planning attorney before making decisions based on this material. Requesting this worksheet does not create an attorney-client relationship with the Law Office of Michael Kerr.