Attorneys for Special Needs Trusts

Updated Friday, July 31st, 2020

A special needs trust allows a disabled beneficiary to maintain assets that enhance their quality of life while maintaining eligibility for public benefits that have an asset limit, such as Supplemental Security Income and Medi-Cal. These attorneys are able to help disabled clients set up a first party special needs trust or help loved ones to set up a third party special needs trust on behalf of the disabled person.

  • SSI Beneficiaries
  • Medi-Cal Beneficiaries

CANHR DOES NOT offer reduced fee or probono referrals for Special Needs Trusts.

CANHR DOES NOT have attorneys on the panel for pooled trusts.

Pooled trusts are:

A special needs trust operated by a nonprofit organization for the benefit of several beneficiaries. Assets are jointly managed and invested. SSI does not consider pooled trust funds donated by a third party for a beneficiary to be a resource available to the beneficiary (

For a directory of pooled trusts in California,
click here for the Academy of Special Needs Planners.


Special Needs Trusts FAQ
Special Needs Trusts Notes


  • The applicant must have personally drafted and represented, as attorney of record or as a member or associate of a law office, at least three (3) Special Needs Trusts
  • Applicant must have attended one (1) State Bar approved MCLE training in Special Needs Trusts or related field within the last two (2) years.


The attorneys selected to be members of CANHR’s Lawyer Referral Service (LRS) are committed to serving the needs of seniors and their loved ones. All of the attorneys are highly qualified and must meet rigorous training standards in order to be selected, and to remain, on CANHR’s LRS panels. Click on a title below for more information on each area of practice.

Elder and Dependent Adult Abuse
Elder Financial Abuse
Resident’s Rights Violations in Care Homes
Estate Planning/Medi-Cal for Long-Term Care
Special Needs Trusts