Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Very helpful through the whole process.
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Knowledgeable and great service.
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
An office appointment was scheduled after attending one of their free and informative estate plannin...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Thank you all for making this very easy! This was exactly what I was hoping for, to make things easi...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Thank you for your help in setting up my trust. I have peace of mind now. Everyone was helpful & eff...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I think the attorneys are very knowledgeable, they provide a good service, and the fee is fair, but ...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
The Pettis Webber team assisted us in getting our ducks in a row and establishing a trust. Their kn...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
The women at Pettis Weber took the time to really get to know us and our family in order to recommen...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Working with the Pettis Webber team was a very pleasant experience. They were very personal and pro...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
When my wife and I were thinking about redoing our wills, I saw an ad invitation to an informational...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Worth every penny, I feel well taken care of.
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Karen helped me work through my unusual circumstances offering solutions that met my needs. Wonderf...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
They were very thorough and efficient. All our questions were answered and we now feel confident tha...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Great at doing original documents and explaining what they do. Not so terrific at questions and foll...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Webber Pettis did a great job with both mine and our in laws estate planning. When that day comes, I...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
We worked with Karen Webber -- Karen walked us thru the set up of our revocable living trust. She w...
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I got what I needed done and I'm Satisfied.
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I found the service in devising my will, to be very thorough and competent
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Karen Webber and the staff were all so extremely helpful as they worked with me to protect my assets...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Very professional and helpful!! If they don't know an answer to a question I have they find someone ...
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
When we were ready to create a will and trust, they were able to answer our questions, guide us in m...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Feedback -Our experience with PETTIS-WEBER, was smooth and reassuring. All questions we had were alw...
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Not as responsive getting back to the clients when I need to talk to my attorney. Otherwise all is ...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I am completely satisfied with the estate planning documents you did for me. Your attention to detai...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Very helpful and knowledgeable. With COVID they did the best they could. Karen was so patient and ki...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
PWPE & AP was instrumental in getting us up to date on our wills setting up a trust, and including o...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I have always been treated with respect and staff is well informed of information I needed. Thank yo...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
You set up our trust in a hurry do to my upcoming surgery. Took the time to explain it and get what...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Pettis Webber Pacific has provided myself and my family with a true sense of security. Their profes...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.

Special Needs Planning

Disability benefits are provided by the state and federal governments to assist persons unable to earn a living because of a physical or mental disability. These programs include Supplemental Security Income (SSI), COPES, Medicaid, and medical coupons. Each program has strict requirements as to the amount of resources a person can have available to them and still receive disability benefits. Note: Medicare and Social Security Disability do not have financial eligibility requirements. Rather than be removed from a disability benefits program, there are planning options available involving trusts set up for the specific needs of the disabled person.

Q I receive Social Security Supplemental Income (SSI), and my father has left me an inheritance in his Will. Do I need to discontinue my disability benefits until the inheritance is depleted?
A Usually, payments from an inheritance, a lump sum payment from Social Security, or a large IRS refund would make a person ineligible for continued benefits under the SSI program. But, a trust option is available using monies of a disabled person. This type of trust must be set up by a parent, grandparent, court or guardian. It allows the monies to be spent on behalf of the disabled person for special needs, but when the disabled person dies, any monies remaining must be paid back to the state for some of the services it provided.

Q What if a person receiving disability benefits is injured and is to receive monies from the personcausing the injuries?
A A trust very similar to the one in the preceding answer can be set up. Care must be taken to do it carefully.

Q My parents and grandparents are deceased, and I don’t have a guardian. How difficult is it to have the court set up a trust?
ANot difficult at all. A proposed trust is drafted for the court’s review, and a petition is presented asking the court’s approval of the trust.

Q My sister has always helped me with my finances and major decision making. Can she be the Trustee of my Special Person Care Trust, or does the court decide who to appoint as Trustee?
A You can certainly chose who you would like to be your trustee. The court will require that person to be bondable. It is in your best interest to chose someone who has experience with managing money. Depending on the amount of funds in the trust, you may decide a professional trustee should manage your trust.

Q What kind of special needs can be provided?

A Usually, things such as health insurance premiums, dental care, unreimbursable medical expenses (for which there are no private or public funds available), supplemental nursing care, rehabilitation services, the excess cost of a private room over a shared room, psychological therapy, social support services, private case management, companion care, telephone, television, reading materials, recreation, exercise, personal grooming, subscriptions, flowers, pets and pet care, legal services, spiritual needs, advocacy, education, repair and replacement of lost or broken items, computer services, stamps and writing supplies, music, some equipment, and cultural experiences can be provided.

Q These ideas sound great. What are the disadvantages?

A The benefits are very exciting. The disadvantages are some initial costs, increased record keeping, and restriction on how your money is used. Many people feel the benefits far outweigh the disadvantages.

Q What else do I need to know?

A If you are on one of these programs and a relative is likely to leave you an inheritance, they can include special trust provisions in a Will.