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Marcia L. Campbell, CPA

california supplemental needs trust

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

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

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  • Home
  • Services
    • Eldercare Financial Planning & Care
    • Court Accounting
    • Private Fiduciary
    • Tax Services
  • About
  • Success Stories
  • News
    • Financial Articles for Seniors & Families
    • Publications
    • Newsletters
  • Contact