For updated COVID-19 precautions and FAQs, please click here for more information.



The 4 Stages Of Lifetime Planning For A Special Needs Child

It is normal for any parent of a special needs child to want to plan out their future and give them the best life possible. Figuring out what they will need throughout their lifetime (and making sure they get that) is crucial. Children with special needs require more care and attention as their livelihood takes a bit more planning.

Read Post

The Autism Community and the COVID-19 Pandemic

April is National Autism Awareness Month which encourages and promotes acceptance and support for the Autism community throughout the nation. 

Read Post

7 Rules for Successfully Advocating for Your "New" Adult Special Needs Child

If you are a parent whose child has special needs, your job as a parent gets more complicated the day they turn 18. On that day they magically become an adult in the eyes of the law.

Read Post

What Is CalABLE And How Can It Help?

CalABLE is a tax-advantaged account where any earnings on funds in the account are tax-free. Distributions are also tax-free, as long as they are used towards disability expenses.

Read Post

National Special Needs Law Month and Long-Term Disability Planning

Celebrated every October, National Special Needs Law Month is that time of year when families, caregivers, attorneys and estate planners across the country are encouraged to explore the long-term needs of those who require specialized, ongoing care.

Read Post

How Not Properly Planning Can Cost Your Special Needs Child Their Benefits Later

Proper planning for a loved one, be it a child or adult, with a disability or degenerative disease is critical to provide for the time when you can no longer be here.

Read Post

Folsom Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

If you are over 70 ½ years old, you can donate some or all over your IRA to an eligible special needs charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from your IRA to the charity.

Read Post

Folsom Special Needs Attorney: What to Do If You Suspect Abuse by a Conservator

Sometimes teens and adults with disabilities may require the help of others to make daily decisions on their own behalves. When this happens, a conservator is named by the courts who can oversee the individual’s finances and personal care.

Read Post

Free Resources


I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.

As Seen On