Unlock the keys to safeguarding the future of your special needs child with expert insights from DeDe Soto of the Soto Law Group. We'll navigate the complex world of estate planning, highlighting common pitfalls that can impact your child's access to essential benefits. Discover why custodial and California ABLE accounts may not always be the right choice, and learn how to strategically name beneficiaries for life insurance and retirement accounts to protect your child's financial future.

As children with disabilities transition into adulthood, the legal landscape shifts, creating new challenges for parents. Join us as we explore the concept of limited conservatorship in California, a vital tool for maintaining decision-making authority over your child's well-being. We'll guide you through the intricacies of the process, from petition filing to court hearings, so you can confidently navigate this critical phase. With compassionate guidance and practical advice, DeDe Soto provides tailored strategies to help you manage these changes and champion your family's future.

In this episode, you will hear:

• Expert insights from DeDe Soto on estate planning for families with special needs children.
• Common pitfalls in estate planning that can impact a child's access to benefits.
• Risks associated with custodial accounts and California ABLE accounts.
• Importance of strategic beneficiary designations for life insurance and retirement accounts.
• Overview of limited conservatorship in California for parents of adult children with disabilities.
• Step-by-step guidance on the legal process, from petition filing to court hearings.

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Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.