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Battaglia & Waltari San Diego
Special Needs Trusts | Estate Planning | Medicaid (Medi-Cal) Planning | Probate | Conservatorships |   
  

Resources

  • Special Needs Alliance
  • Special Needs Trust Foundation
  • Golden State Pooled Trust
  • San Diego Regional Center
  • San Diego Superior Court-Probate Division
  • The Arc

  • Special Needs Trust Articles
  • Annuities and SNT’s
  • Family Members Should Consider Trust Protector Role
  • Getting Compromises Approved 2001
  • Litigation SNT Info
  • Litigation Special Needs Trust
  • Minors Compromises
  • Retirement Funds and SNTs - Watch Out for the Details
  • SNA Members at The Arc Convention
  • SNA Spend Down Article
  • SNTs Qualified Disability Trusts and ABLE Accounts - Slashing Tax Liability
  • Strategies for Funding a Special Needs Trust
  • The Special Needs Trust Foundation of San Diego
  • Two Kinds of SNTs (2013)
  • Through a Parent’s Lens - When a Child Has Special Needs
  • When a Family Member Serves as Trustee - “Fair and Honest is Not Enough”
  • Benefits Articles
  • Government Benefits as a Foundation for Special Needs Planning
  • Government Program for Children with Disabilities
  • How In-Kind Support and Maintenance Affects Benefits
  • Reporting Benefits
  • SSDI Is Often a Lifeline
  • SSI Makes Allowances for Student Finances
  • Conservatorship Articles
  • Guardianship and Mental Illness
  • Transferring Guardianship Across State Lines
  • ABLE Act Articles
  • How to Open an ABLE Account
  • Should You Transfer 529 College Savings to an ABLE Account?
  • Practice Areas
  • Special Needs Trusts
  • Estate Planning
  • Medicaid (Medi-Cal) Planning
  • Probate
  • Conservatorships
  • San Diego, CA
  • Battaglia & Waltari
  • 9903 Businesspark Ave., Ste. 105
  • San Diego, CA 92131-1120
  • Phone: 858-689-0613
  • Fax: 858-689-0036

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  Contact Battaglia & Waltari

9903 Businesspark Ave., Ste. 105
San Diego, CA 92131-1120
(858) 689-0613