Special Needs Trust
Berkeley Parents Network >
Legal & Financial Services >
Special Needs Trust
Attorney for special needs trusts
I'm looking for an attorney with experience setting up special needs trusts for
family members with mental health issues. Ideally, that person would be not only
smart but compassionate. I'm pretty sure I need this kind of trust, but hope the
person could advise me about whether a living trust is a better choice.
The Academy of Specials Needs Planners has a list of attorneys who
specialize in Special Needs Trusts on their website:
www.specialneedsanswers.com. You'll likely find great resources there.
Kevin Urbatsch is an expert on special needs trusts
legal-team-attorneys/kevin-urbatsch/ and, because of his established
expertise, we asked him to draw up a special needs trust for us. He's very
knowledgeable for sure, but he's also extremely busy, and when we had
questions after the SNT was completed, he didn't respond to phone calls or
emails. (Friends of ours who have used Kevin's services have had a better
experience though.) Eventually we turned to Greg Wilcox (510) 665-8400
firstname.lastname@example.org on Shattuck in Berkeley, because another friend
has been very pleased with Greg's assistance with her brother's SNT. When my
husband and I worked with Greg, we eventually decided that a discretionary
trust was the more appropriate strategy for our family situation. Greg was
very helpful and thorough, and we recommend him. Best wishes.
I would like to recommend attorney Linda Durston. She can be reached at
510/526-1376, and is at 1604 Solano Avenue in Berkeley. She was actually
recommended to me by a woman at the social security office to set up a trust
for my brother. Ultimately I decided I didn't need one, but she seemed very
knowledgable about this specialized kind of work. Her website is
http://www.durstonlaw.com/Special.html Lori email@example.com
For special needs trusts, talk with Kevin Urbatsch at Myers Urbatsch, PC in
Francisco. I've worked with him on several occasions with my clients and
knowledgeable and a warm person to work with. If you want an East Bay
talk with Linda Durston on Solano Ave. in Berkeley. She does estate
and elder law.
Linda Roodhouse in downtown Oakland. She is a fine person and understands
Special Needs Trust lawyer familiar with NY laws?
My family is looking to set up a Special Needs Trust for my adult brother, who
lives in Manhattan. Does anyone know of an attorney either practicing in NY or
familiar with NY benefits laws? My brother lives on his own and gets SSI, but we
would like to supplement this a little now and then (for clothing, gym
membership, etc) and make sure that when our two sets of parents (one in DE and
one here in CA) pass away that he will have a little security.
Any help appreciated. Thank you.
I can recommend a couple of NY elder care, disabled and trust attorneys - which are
closely related issues.
James A. Robbins
ROBBINS & ASSOCIATES, P.C.
Attorneys at Law
60 East 42nd Street, Suite 4600
New York, New York 10165
Set up complex trusts for my family
I have less contact info, but a strong reco for another:
Ellyn Kravitz, 3rd Ave near Grand Central Station
very experienced with New York Medicaid, and with elder law generally.
Hope this helps
We have two Special Needs boys. they are 11 and 7. our 11
Y.O. has Fetal Alcholism, ADHD, mild retardation and Social
problems. My 7 Y.O. has verbal apraxia, so he speaks very
little, he is also very socially and developmental disabled.
All of these, (most anyway) are invisable, so on sight my kids
look perfectally ''normal''. This is a bigger problem than
people understand, and as they get older it increases in degree
Here's where we need advice. Someday we will not be around to
arrange their lives. that day may be 10 or 20 years away, but
my partner and I cannot help but wonder how they will get
through life. So the question is, are there parents, like us,
out there who have come up with some ideas on how to leave your
Special Need family members when you are no longer around to
protect them. Any thoughts would by helpful.
I too am the mom of a special needs boy (now 12) and I have
lots of anxiety about his future should something happen to me.
I think your fears are very common and normal to have. But
there are steps you can take to protect your kids. One is
establishing a special needs trust. This would require an
attorney but it protects your children legally if something
were to (god forbid) happen to you. A family law attorney
should be able to help you establish a trust for your children.
Best of luck.
We are looking for a lawyer who is specialized in setting up guardianship. We don't
own anything so we don't need a trust. We want to make sure that our child is taken
care of in case we can't. Our child may fall into the category of special needs, but we
will only know for sure in a few years.
The Dale Law Firm hosts free workshops on limited
conservatorships and special needs trusts (in Walnut Creek and
S.F)for parents of special needs kids- they may be able to help
you or refer you to someone who can. Their website is
and their workshops are posted in the calendar section of
''The Source'', newsletter of the Family Resource Network of
Alameda County. FYI: Family Resource Network is a great source
for information, referrals, support groups, etc re caring for
children with special needs and their phone is #510-547-7322.
I can recommend the Law Offices of Jessica Watson to help with legal
issues involving children. I felt Ms Watson was knowledgable
and approachable. http://sfchildandfamilylaw.com
I'm looking for a financial planner with experience planning for
a special needs child as well as retirement and college. I would
want to use fee-based services. I'm also looking for a lawyer
with experience setting up special needs trusts. Any
recommendations from other families with special needs children?
Special needs, college, retirement financial planner: Pat
Jennerjohn of Focused Finances in Oakland (510) 763-3851. She's
fee only and her fees are reasonable.
Special needs attorneys: The Dale Law Firm
(www.achievingindependence.com). They also have free
Can anyone recommend an estate planning/wills attorney
specializing in setting up estate plans and special needs trusts
for a family with a disabled child who will need life long care?
I have heard an attorney give a talk on special needs trusts.
Her name is Polly Levin at Stephen W. Dale & Associates in
Walnut Creek. Phone: 925 280-0172;
www.achievingindependence.com. The law office also gives free
I believe that the Law Offices of Robb and Ross in Mill Valley
specialize in just that. (415) 332-3831
I do not have a disabled child with special needs, but my lawyer
is a wonderful woman that specializes in wills, trusts, estate
planning and probate. She'll research everything to do what's
best for you. She's easy to work with and will put you at ease.
Everyone that I've sent to her has been extremely happy with her
work. I highly recommend her.
Linda J. Miller
2140 Shattuck Avenue, Suite 604
Berkeley, CA 94704
this page was last updated: Oct 20, 2014
BPN is now a 501(c)(3) non-profit and we are building a new website!
Read more, and see how you can help:
The opinions and statements expressed on this website
are those of parents who subscribe to the
Berkeley Parents Network.
Disclaimer & Usage for
information about using content on this website.
Copyright © 1996-2015 Berkeley Parents Network