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Special Needs Trust

Disabilities impact the lives of people young and old. If you or anyone in your family has special needs or disabilities, you should understand the value of an attorney. A practitioner of law like Carol Bertsch is available to counsel disabled individuals and their family members. We are knowledgeable about Supplemental Security Income (SSI), Medicaid and other matters pertaining to benefit programs available to the public.

 

How our Special Needs Planning Attorney Carol Bertsch can Help

Carol has a wide range of skill sets, experiences, educational background and unique insights. You can lean on her to help you determine your eligibility for federal or state benefits. Carol will also help you preserve your eligibility for public assistance after an inheritance or settlement. Or, maybe you are looking for a Supplemental and/or Special Needs Trust that will help you manage and safeguard your benefits. Carol can even help you blend special needs with your long-term planning for a comprehensive estate plan.

 

Supplemental Needs Trust and Special Needs Trust

It is imperative that you consider a number of important factors when establishing a special needs trust. You must think about tax planning issues, unique family situations, dynamic requirements for benefit programs, long-term settlement management and beyond. Ally with Carol and she will ensure that you go with the option that is ideal for your short and long-term planning care.

 

Reach out to Attorney Carol Bertsch

If you have any sort of special needs questions, Carol Bertsch is ready to help. Carol and her legal team will ease your worries and provide you with the guidance you need for flawless special needs planning.

 

Testimonials

“-Love you guys! -Trustworthy, logical and caring!”

RG and LG

Due to our inexperience with such matters, your advice and the help from your staff was greatly appreciated – thank you all.

Mark D.

Great help to me! Concise, knowledgeable, reassuring. Work done in timely manner – relaxed atmosphere and conversation.

Anonymous

Extremely satisfied.

John I.

I really appreciate you taking time to patiently answer all my questions.

Anonymous

Excellent service!

Daniel M.

Very helpful, courteous knowledgeable staff. Carol made completing dreaded tasks easy, thoughtful, and professional.

Anonymous

You all were great help in a confusing time and I really appreciate all your efforts.

Nancy H

We are happy with our dealings with you. Your knowledge and caring were greatly appreciated.

Bernadette Q

Everything was very professional. Thank you.

Mary C

We thought Carol and her staff were extremely professional and did an outstanding job.

Rick H

The one thing that was exceptional with the company was their thoughtfulness and consideration. That was very meaningful to me and my family.

Mario T

Your services were handled timely professionally, & friendly.

Scott D

I was very pleased with the services I received by Carol and her staff. Everyone was quite helpful and went over and beyond to make the process easy. I recommend her to anyone who needs legal assistance.

Lindy C

Each and every one of you are wonderful, attentive, knowledgeable, and helpful.

Ed V

You have been most helpful. I am completely satisfied

Daniel M

It was an absolute pleasure

Nancy M

Everyone was very accommodating and we both felt you gave us excellent attention.

Joe L

Your services were done in a timely manner and you were honest about your fees! It was a delight working with you on my behalf.

Ethel M.

Great service – thank you for your assistance.

Ruben F.

Everyone was helpful and kind.

Debbie C.

Carol (and team) Thank you for helping me plan my future during this difficult time in our lives. You took time to explain everything and that is truly appreciated.

Michelle H.

Services provided were very professional.

Bill C.

You have always taken excellent care of our affairs and know you will continue t do so in the future.

R. A. N.

Carol took the time to listen to my sister and I explain our situation and answered all our questions thoroughly.

Nancy D.

Everything was perfect and we so appreciate all the kind help Carol Bertsch gave us.

Crystal S.

Ms. Bertsch was a caring individual as well as a knowledgeable attorney. She brought comfort and peace to my mother.

Denise C.

You were always available when I had a question

Velda C.

In the short time we met you provided exceptional advice and follow-up with sincere care and concern.

Lori D.

Carol is the most compassionate and knowledgeable attorney I know

Julia M.
Phone: 210-892-4555
4950 San Pedro Avenue
San Antonio, Texas 78212