LAESQUIRE · Confidential client intake
Special Needs Trust
To protect SSI and Medi-Cal eligibility for a disabled beneficiary while providing extra support.
Questions while you fill this in? Call 818-714-1789 (M–F 9–6).
Your answers stay on this device until you press send. They are saved locally as a draft so you can stop and come back. Prefer not to type an identifier such as a Social Security number? Leave it blank and give it to us by phone — the intake still works without it.
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Step 1 — Your Information
Tell us about yourself — the person creating this trust.
A Special Needs Trust is typically set up by a parent, grandparent, or guardian to protect a disabled family member's eligibility for government benefits like SSI and Medicaid while providing extra support. This intake is a placeholder — full details will be collected during your consultation.