Special Needs Planning for a Brighter Future

October 11, 2023

Topic: Special Needs Planning for a Brighter Future

Special needs trusts are used to preserve public benefits and to provide a system of advocacy for individuals with physical and/or mental disabilities. Attendees will learn how a properly designed special needs trust can, not only preserve a beneficiary’s eligibility for government aid but also create a roadmap for the future of the special needs loved one. Topics discussed include: funding of a special needs trust, selection of trustees, third party special needs trusts vs. self settled special needs trusts, exempt resources, alternatives to SNT’s, SSI and Medi-Cal benefits and eligibility basics. Our focus will be on third party special needs trusts and leaving an inheritance to a loved one with a disability.

We will also touch on limited conservatorships for young adults with developmental disabilities. Parents of children with disabilities lose their parental authority when their child turns age 18, regardless of how severe the disability is. Limited conservatorships provide a way for parents to redeem their parental rights and their ability to continue to protect and advocate for their special needs adult child.

Lisa Golshani presents at Fiduciary Round TableSpeaker: Lisa Golshani, Attorney at Law

Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed.

Lisa received her Bachelor of Arts degree in Psychology from the University of California, Los Angeles. She went on to earn her Juris Doctor degree from Loyola Marymount University Law School and served as a judicial extern to the Honorable Andrew J. Wistrich, United States District Court Magistrate Judge. She is licensed to practice law in California and is admitted to practice before the U.S. District Court for the Central District of California.

Lisa is a member of the California State Bar Association and is an active member of Wealth Counsel, LLC, a nationwide collaboration of trusts and estates attorneys and other legal, tax and business professionals. She works with families to ensure that their children and provided for and protected, no matter what happens. Lisa goes beyond traditional planning by preparing Children’s Protection Plans for families with young children. Lisa enjoys helping her clients pass on not only their financial wealth, but their values as well. Additionally, Lisa has had the privilege to serve on the board of The Betty Ferguson Foundation and LETMESAIL. Lisa currently serves on the Western Region Board of American Friends of Sheba Medical Center.