california special needs trust | Marcia L. Campbell, CPA

A mom smiling with her special needs son, a person for whom she established a supplemental needs trust, and showing something on a tablet.

How to Manage a Supplemental Needs Trust in California

October 13, 2022 by Marcia Campbell Team

Establishing a supplemental needs trust or special needs trust is essential to preserving the quality of life for beneficiaries. Without these legal instruments, disabled individuals are vulnerable to losing benefit eligibility. However, managing these types of trusts can be complicated … Read More

A man enjoying gardening, a hobby made possible because of his california special needs trust.

Blog | Trust Accounting

What is a California Special Needs Trust?

September 1, 2022 by Marcia Campbell Team

If you have a special needs loved one, you want to ensure they have all the resources to live a fulfilling life after you pass, but they likely require support that government benefits are insufficient to provide. Unfortunately, leaving a … Read More