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Category Special Needs Dependents

Children, Estate Planning, Finances, Leaving A Legacy, Special Needs Dependents

When It Comes to Inheritance, Treating Children Equally Not Always the Best Plan

While most parents have the inclination to treat all their children equally when it comes to an inheritance, Family Wealth Lawyers know that this is not always the wise choice. Here are some scenarios when an unequal distribution may be…

Elena Ortega-Tauler, Esq.
June 14, 2021

Special Needs Dependents

Special Needs Trust

Customize a Special Needs Trust for Long Term Benefit of a Dependent Families of those with disabilities, physical or mental, are typically concerned with the best way to fund the long-term financial and personal needs of their special needs loved…

Elena Ortega-Tauler, Esq.
January 8, 2020