Conservatorship & Special Needs Trusts

Medical advances have made life expectancies decades longer than enjoyed by our parents and grandparents, but at what cost?

Will we outlive our money? What happens in the case of diminished capacity? How do we plan for long term care of a disabled child or elder adult?

Medi-Cal and Special Needs Trusts

Acuña ❖ Regli assists clients with planning to maximize public assistance benefits. In the context of Medi-Cal (Medicaid), strategies include:

❖ Review of and update current estate planning documents and updating them to permit asset protection;
❖ Legal and appropriate “spend-down” and gifting strategies;
❖ Create special needs trusts to preserve a family inheritance and benefits; and,
❖ Work with personal injury lawyers to create special needs trusts to provide the maximum benefit possible from a personal injury.

Guardianship and Conservatorship

One of the most stressful legal problems for a family to address is caring for an incapacitated elder or child. Due to recent changes in the law, the legal procedures involved in guardianship and conservatorship have become so difficult that many attorneys are now refusing to take new cases.

Our attorneys are committed to the welfare of your loved ones. Whenever possible, we will assist you with alternatives to invasive and stressful probate court proceedings. However, when unavoidable, the firm has proven expertise in obtaining and administering guardianship and conservatorship cases.

Frequently Asked Questions (FAQ) Page will answer common questions about elder law, trusts, and other areas of law.

Please call (925) 906-1880, toll free at (866) 906-1880, or email us at to schedule an initial conservatorship or special needs planning appointment.