Select one of our Planning topics below to read more
Serenitas Planning Services Available Nationwide
Complimentary Initial Consultation
- Discuss abilities and needs of your loved one with special needs
- Identify your primary concerns, objectives, address questions
- Define roles of Guardians, Conservators, Trustees, etc
- Review Current Legal Documents
- Provide Course of Action
Planning Process
- You will receive
- Life Planning Data forms
- Letter of intent forms
- Schedule Meeting with family, care givers and advisors
- The purpose of this meeting is to review the provided information, ask, and answer additional questions
- Contact other involved family members and/or friends: Grandparents, Siblings, Aunts and Uncles, etc to explain process and obtain their legal documents for review
- Prepare plan including drafts of legal documents (includes codicils and amendments for all family members involved)
- Legal Documents: Special Needs Trust, Wills, Family Trust, Living Will, Powers of Attorney for Healthcare, Mental Health, and Legal and Financial issues
- Present/Finalize/Implement your plan
- Steps after signing legal documents:
- Obtain Tax ID# for the Special Needs Trust
- Change Beneficiaries: Life Insurance, Pensions, Annuities, etc
- Confirm other family members have signed codicils/amendments
- Review plan and administration of Special Needs Trust
Additional Services
- Guardianship/Conservatorship Filing
- Available in CA and AZ
- Please inquire about availability in other states
- Government Benefits
- Assistance regarding eligibility and other issues related to Social Security, Medi-Cal/AHCCCS (Medicaid), Medicare, IHSS, Regional Centers
- Divorced or Separated Parents
- If agreed to by parents working together, an additional Special Needs Trust is included
- Disability Trust CA/Special Treatment Trust (Medicaid Payback) if person with special needs under age 65 has assets in their name (gifts, inheritance, structured settlements)
- Miller Trust (Medicaid Qualified Income Trust) if person with special needs income causes ineligibility for ALTCS
- ABLE Act Accounts & SNT Fairness Act Information and Assistance
*Fees are typically tax deductible, consult your tax advisor. We accept all major credit cards
“David, A follow-up on the Confirmation Letter for Rent. It worked!
I spoke with my contact at the Torrance SSA office and he said there was no need to come in with the letter. Just fax it. I did on December 6th last year. Yesterday I received notice that my son’s monthly benefit was increased by $250 to $910 and change per month. Thank you for the letter and the advice. I was skeptical but the effort paid off.”
-Evan L.
