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Special Needs Trust

Orange County Lawyers for Parents of Special Needs Children

Parents of special needs children are constantly struggling with the crucial questions: Who will take care of my child if I pass away tomorrow? How will my child survive without me? Will my child be financially stable once I die? Will my child continue to receive government benefits if he or she inherits funds from a family relative?

Benefits of Establishing a Special Needs Trust

One way to alleviate many of these and other concerns is to execute a Special Needs Trust. With this Trust, parents can appoint an individual(s) as Trustee to manage their child’s finances. This will allow the children to maintain their specific needs and continue with their lifestyle. For that matter, the children’s future will be secured, offering the parents peace of mind, comfort, and hope.

Furthermore, a Special Needs Trust will preserve the children’s public benefits in the event they inherit monies from another source, such as a family relative or friend. Public benefits include:

  • Social Security Income (“SSI”)
  • Medi-Cal
  • In-Home Supportive Services (“IHSS”)

A Special Needs Trust will also prevent creditors from reaching into funds belonging to the children, which serves to further protect them.

Why Work With Mortensen & Reinheimer, PC?

  • With 50 years of combined experience, we've handled cases of all types and can confidently help you.

  • We strive for excellence. Our knowledgeable and courteous staff work hard so that you don't have to.

  • We handle each case on a one-on-one basis and explore all possible options with you.

Client Testimonials

See how we've helped our past clients.
  • “A very professional service in an easy to understand approach”

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  • “Mr. Herbold was extremely honest with information and probable outcome.”


  • “I'm extremely happy with the advice and resultant estate plans provided.”

    Annette F.

  • “Noah is so knowledgeable, informative and very caring.”

    Roxanne B.

  • “Their costs are amazingly reasonable.”

    Anne M.

  • “Tamsen is an extremely thorough, proficient and creative attorney.”

    Tina M.

  • “I would recommend her highly!!”

    James C.

  • “Ms. Reinheimer's excellence in these areas is clearly apparent.”

    Susan B.

  • “Noah was great!”

    Dellia & Michael

  • “I was happy with her research, in fact my meetings were a point of learning.”

    Dorothy C.

  • “Tamsen is nothing short of amazing.”

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  • “I want to thank you both very much for all that you did.”

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