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A Professional Tax Planning, Special Needs Planning, Accountancy, & Business Advisory Firm
Based In Los Angeles | Serving Clients Worldwide

Estate Planning for Families with Special Needs Children
Estate planning is an essential component of financial security, especially for families caring for children with special needs. Beyond distributing assets, a well-crafted estate plan safeguards your child’s future, ensuring they receive the care and support they need without jeopardizing eligibility for government programs.
At A.Y. Bassam & Co. LLP, we work alongside experienced estate attorneys to develop plans that address every aspect of your family’s needs. This includes establishing special needs trusts, which allow you to set aside funds for your child’s care while maintaining access to public benefits. We also provide guidance on guardianship arrangements and strategies for minimizing estate taxes, ensuring your assets are preserved for those who need them most.
We work with attorneys to:
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Creation of special needs trusts to secure your child’s financial future.
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Comprehensive plans that account for long-term care and medical needs.
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Strategies to reduce estate taxes and avoid probate.
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Peace of mind knowing your child’s needs will be met, even in your absence.
Your family’s future deserves thoughtful preparation. Let us help you create a plan that protects your loved ones and honors your legacy.