Milpitas, CA estates & probate attorney Elijah Keyes discusses special needs planning. He explains that a person with special needs is someone who has a disability or illness that prevents them from supporting themselves independently in the future. These individuals have very specific requirements, which may include cognitive or mental health challenges that limit their ability to make decisions, or physical disabilities that necessitate ongoing care.

Special needs planning addresses all of these considerations while also incorporating probate avoidance, creating a comprehensive plan designed to maximize benefits for that individual. This planning involves evaluating social, physical, and mental needs, and, when relevant, spiritual considerations, particularly if the family follows a strong religious tradition. He emphasizes that there are many factors involved, and his firm has significant expertise in developing tailored plans for individuals with special needs.