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Public Benefits

If you leave the property to a person who is on SSI or Medi-Cal, (not SSDI or Medicare) it may interfere with their benefits.     If you want to avoid that preson losing benefits, most people will choose to have a special needs trust distribute the funds as part of their  estate plan.  Here is some more information on Special Needs Trusts.

3871 Piedmont Ave #77, Oakland, CA 94611

Check deed status? Email us here.

Got legal questions? Book a call with us at Summerall Law -or- 
any other attorney to help you.

Too many California home-owners without an estate plan risk their family losing much of the value of their home when they die. We create a simple solution for home owners to avoid costly & lengthy probate—free for low-income families who qualify. So they can keep their homes in the family—preserving wealth across generations.

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