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Ensuring their future

Supplemental Needs Trust

The best way to protect someone with disabilities is to create a Supplemental Needs Trust (SNT) to save them as beneficiaries of the Trust. One of our knowledgeable attorneys at CBM Estate & Trust Law will help you establish and fund a personalized SNT for your loved one that guarantees they will always get the care they need and maintain a good quality of life.

Depending on their disability, we may recommend appointing a Care Manager, a Trust Protector, and/or an Advisory Committee in addition to the Successor Trustee.

As requested by the person setting up the SNT, we will include detailed provisions regarding acceptable and unacceptable places where they should reside if their can no longer takes care of themselves. The types of activities they should be encouraged to participate in, which family members they should remain in contact with, and if the Trustee can purchase gifts for other family members or friends on special occasions on behalf of the beneficiary of the Supplemental Needs Trust. Finally, you let us know who will receive the assets in the SNT after the beneficiary of the trust passes away.

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Estate Planning​

Guidance on Properly Funding a Trust​

Medi-cal law

Trust Administration

Special Needs Trust

Our thoughtful attorneys aim to assist you with your estate planning needs. Whether creating a customized, empathetic, strategic estate plan, guiding Trustees with settling a loved one’s Trust, helping our elder clients, their children, or loved ones obtain care, or qualify for Medi-Cal and providing asset protection.

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Receive a complimentary 1-hour consultation with one of our compassionate Los Angeles area attorneys to discuss how we can assist you.

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CBM Estate and Trust Law
Carmen B. Marquez, P.C.

  • Estate Planning
  • Guidance on Properly Funding a Trust
  • Trust Administrtion
  • Elder Law Planning
  • Medi-Cal Planning
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Disclaimer

At CBM we never charge potential clients for the first 60-minute initial consultation whether or not we are retained. However, we will require a nonrefundable deposit if the potential client requires a second consultation before we are hired. We will apply 50% of the nonrefundable deposit toward the price of the work to be performed on behalf of the client.

CBM also do not charge for follow-up phone calls, emails, and assistance to help our private clients properly fund their trust for up to three months after they execute their Trust. This includes working with our client’s financial advisors (as long as we have our client’s consent) to ensure the trust is properly funded.

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