Anselmo Investment Management
31493 Rancho Pueblo Rd. Suite 205, Temecula
Services cover all areas of financial management including special needs trusts. Specializes in helping clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.
Dignity Group – Jennings & Associates
1055 N Euclid Ave, Ontario
(909) 986- 2420
Non-profit organization that provides families with information on entitlement programs, proper preparation of wills and trusts, conservatorships, powers of attorney, and life care plans. Fees for this service is done on a donation basis.
The Elder & Disability Law Firm
104 E. Olive Ave, Ste 103, Redlands, CA
Provides special needs estate planning and represents clients who have issues with an SSI benefit being discontinued.
Law Offices of Robert J. Galliano
43521 Ridge Park Drive #201, Temecula
A specialized law firm devoted to assisting clients with estate, tax and elder planning (for the young and the young at heart). The firm has a practice which assists clients in dealing with the myriad of problems that occur upon incapacity or death.
Law Offices of Elizabeth McCoy
31493 Rancho Pueblo Road, Suite 205, Temecula
Special Needs Trusts, Comprehensive Estate Planning for families with autism and other disabilities.
Jeffery C. Nickerson, Attorney at Law
29970 Technology Drive, Suite 209, Murrieta
Assists individuals and families with estate planning & administration including: wills, trusts, Special needs planning, Public benefits planning, Planning for minors, Medi-Cal planning, Trust Administration, Special Needs Trust Administration, Probate Administration, Avoiding Probate and asset protection.
Law Office of Christopher A. Poulos
101 N. Orange Ave., Suite C, West Covina
Practice focuses on the rights of persons with developmental disabilities and their families. He assists families in creating supported living arrangements, Special Needs Trusts, Conservatorships, Limited Conservatorships, SSI, estate planning, administrative hearings against Regional Center, advising on the ABLE accounts and more.
Dennis M. Sandoval, A Professional Law Corp.
3233 Arlington Avenue Suite 105, Riverside
Dennis M. Sandoval, A Professional Law Corporation, offers estate planning, elder law and tax law services. He is a Trust & Probate Law Specialist, Certified Elder Law Attorney and Accredited Estate Planner.
Special Needs Alliance
National, non-profit organization that can determine availability of state and federal benefits, protect public benefits eligibility, establish Special Needs Trusts, and manage Trust benefits. Services and assistance includes wills, estate planning, conservatorship, guardianship, and more.