Special Needs Planning

Jun 5, 2026

If someone you know has a disability and receives needs-based public benefits, they may need a Special Needs Trust (SNT) to protect those benefits. In California, these benefits include Supplemental Security Income (SSI), non-California Medicaid, Medi-Cal (if linked to SSI), and certain government housing programs such as public housing and Section 8 vouchers. There are two main types of Special Needs Trusts: Third Party SNTs and First Party SNTs. A Third Party SNT is set...