Special Needs Financial Planners San Jose CA

Read on to learn information on special needs financial planners in San Jose, CA and gain access to public-private funding, special needs trust establishment, traditional investments, insurance services, and special needs supplement reporting, as well as advice and content on special needs financial panning.

The Creekside School
(408) 933-8910
540 Sands Drive
San Jose, CA
Support Services
Assistive Technology, Auditory Integration Therapy, Floortime, Music Therapy, Occupational Therapy, Play Therapy, Private School (Autism Only), Sensory Integration, Social Skills Training, Speech Therapy
Ages Supported
1-5 Grade,Kindergarten

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Open Mind: Center for Brain & Behavior
(818) 426-1066
San Jose
Peninsula, CA
Support Services
ABA/Discrete Trial, Academic Assessments, Assistive Technology, Babysitting / Childcare, Early Intervention, Play Therapy, Research, Sensory Integration, Social Skills Training, Support / Tutoring
Ages Supported
1-5 Grade,6-8 Grade,9-10 Grade,Kindergarten,Preschool

Data Provided By:
S-O-S Research
(408) 206-8900
San Jose, CA
Support Services
Products/Stores
Ages Supported
1-5 Grade,Kindergarten

Data Provided By:
The Reilly Behavioral Group, LLC
(408) 728-7522
San Jose, CA
Support Services
ABA, Therapy Services, ABA/Discrete Trial, Behavior Assessment, Behavorial Intervention, Camps, Early Intervention, Social Skills Training, Summer Camp/ESY, Training/Seminars, Verbal Behavior
Ages Supported
1-5 Grade,6-8 Grade,Kindergarten,Preschool

Data Provided By:
I Can Too Learning Center (Kevin Dotts)
(408) 241-9911
2845 Moorpark #103
San Jose, CA
Support Services
ABA/Discrete Trial, Early Intervention, Social Skills Training, Therapy Providers, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade

Data Provided By:
Leiters Pharmacy
(408) 292-6772
1700 Park Avenue . Suite 30
San Jose, CA
Support Services
Compounding Pharmacies, Labs, Medical

Data Provided By:
Denise Amrikahs, M.A., Behavioral Consultant
(408) 269-8143
San Jose, CA
San Jose, CA
Support Services
ABA/Discrete Trial, Therapy Providers

Data Provided By:
Christy Adams, M.S., CCC-SLP
(408) 799-3206
250 Josefa St, Suite 202
San Jose, CA
Support Services
Assistive Technology, Early Intervention, FastForword, Floortime, Social Skills Training, Speech Therapy
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Santa Clara Drug - The Compounding Shop
(408) 296-5015
2453 Forest Avenue
San Jose, CA
Support Services
Compounding Pharmacies, Labs, Medical

Data Provided By:
Morgan Autism Center
(408) 241-8161
2280 Kenwood Avenue
San Jose, CA
Support Services
Education, Educational Advocacy, Marriage & Family Counseling, Support Organization, Training/Seminars

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Common Mistakes Parents Make With Their Special Needs Trusts

Common mistakes parents make with their special needs trusts

Heath Burch, CFP

We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with the best of intentions in hopes of providing ongoing care for their loved one with special needs. Unfortunately, many of these plans are incorrectly designed and fall short of providing the desired outcome.

The most common errors we see are often related to the drafting of a special needs trust. We'll outline below three of the most common mistakes we encounter when working with reviewing these trusts.

Each week we review a number of special needs trusts given to us by parents simply looking to confirm that what they have works. The family has done exactly what they thought they needed in that they have created a trust in order to provide ongoing care for their loved one with special needs should they no longer able to provide it. The problem is that many of these documents are put into place without the parents truly understanding what they are signing.

We've seen documents that do not successfully preserve access to benefits like social security, often the primary goal of the trust. We have encountered documents that make the state (Medicaid) the named beneficiary of any assets remaining after the child's life in cases when it is not necessary. At times we have even seen documents that ultimately disinherit a child with special needs without the parents even aware of the fact.

If you aren't certain that your legal documents are designed as you intended or worse, you aren't sure exactly what they contain, please get them reviewed by an attorney that specializes in this type of planning. It never hurts to get a second opinion and provide yourself the sense of security of knowing that you have a well-drafted, effective set of legal documents to protect your family.

In the event that you have a well-drafted special needs trust your work may not be done. If the attorney or advisor you worked with hasn't walked you through how to title all of your various assets and you haven't moved most of your assets into the trust when appropriate, or directed them to the trust through a beneficiary designation or transfer on death designation when appropriate, you aren't done.

This is not an easy task, which is exactly why so many families walk into our office without having it done. There are a lot of reasons why the titling work may not have been done. It is possible the advisor didn't want to take on the responsibility. Maybe you weren't sure how to title an asset such as your house in the trust? Or maybe you had every intention of updating your beneficiary designations, but just forgot or ran out of time?

Regardless, you must finish what you started. If the attorney or advisor that helped you with the trust hasn't helped you finish the job, it is your responsibility to find someone who can.

I cannot thin...

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