Learn how to provide for your loved one’s future without risking the benefits they depend on.
Start Time: 10:00 AM
End Time: 11:30 AM
Location: Law Office of Michael Kerr, PC, 955 Navigator Dr, #104, Ventura, CA 93001
Badge: Free Class โ Seating Limited
Date: Saturday, April 4, 2026 at 10:00 a.m. โ In Person
A Direct Inheritance Can Do More Harm Than Good
Most parents don’t realize that leaving money or property directly to a disabled child, even with the best intentions, can disqualify them from vital programs like SSI and Medi-Cal. This class is built specifically for families who want to plan ahead without putting those benefits at risk.
In This Free Class, You’ll Learn
- Why a direct inheritance can jeopardize public benefits eligibility
- How a special needs trust protects both your child and their benefits
- The difference between first-party, third-party, and pooled trusts
- What to include in your estate plan so other family members don’t accidentally cause the same problem
- Choosing the right trustee for long-term management
Why This Matters Now, Not Later
Many families delay this conversation because it feels overwhelming. But without a plan in place, a well-meaning gift from a grandparent or an unplanned inheritance can unintentionally disqualify your child from the support they rely on. Planning ahead prevents this entirely.
Bonus Offer
Every attendee receives a free Special Needs Trust Starter Guide, covering key terms and questions to bring to your planning conversation.
How It Works
- Attend this free, in-person class.
- Schedule a private consultation to discuss your family’s specific needs.
- Your special needs trust is built alongside your broader estate plan.
- Documents are drafted, reviewed, and signed together.
Presented By
Michael Kerr, Estate Planning Attorney
Planning for a loved one with a disability requires a different kind of care than typical estate planning, it has to be exact, or it can backfire. I built this class to walk families through the real mechanics of special needs trusts in plain language, so you leave with clarity, not more confusion.
