California Special Needs Estate Planning Lawyer: SNT Guide 2026 (42 USC 1396p(d)(4)(A))

California special needs estate planning lawyer explains first-party vs third-party SNTs, 2026 asset limits, and CalABLE strategies. Serving San Diego and statewide.

“Key Takeaways”

• First-Party vs. Third-Party SNTs: Under 42 USC 1396p(d)(4)(A), first-party trusts (beneficiary’s own assets) require Medi-Cal payback upon death. Third-party trusts (parent-funded) have NO payback requirement.
• 2026 Medi-Cal Asset Limit Reinstated: Effective January 1, 2026, California reinstated asset limits for non-MAGI Medi-Cal. The limit is $130,000 for an individual, plus $65,000 for each additional household member (up to 10). Enrollees have until their annual renewal date to spend down excess assets or move them into an SNT.
• SSI Asset Limits Remain $2,000/$3,000: Federal SSI resource limits are unchanged: $2,000 for an individual, $3,000 for a couple. Countable assets over these limits disqualify SSI.
• CalABLE SSI Cliff – $100,000: CalABLE accounts protect up to $529,000 from Medi-Cal. However, for SSI recipients, the first $100,000 is protected—amounts above that count toward the $2,000 SSI limit. The 2026 annual contribution limit is $20,000 (increased from $19,000).
• Pooled Trusts for Those Over 65: Under 42 USC 1396p(d)(4)(C), pooled trusts have no age limit. Individuals over 65 can use a pooled trust when a traditional first-party SNT is unavailable.

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Full Pillar Page

Protecting Your Loved One: A California Special Needs Estate Planning Lawyer Explains SNTs, Medi-Cal, and SSI in 2026

Quick Answer: A special needs trust (SNT) allows a person with disabilities to receive gifts, settlements, or inheritances without losing eligibility for means-tested government benefits like Medi-Cal and SSI. California recognizes two main types: first-party SNTs (funded with the beneficiary’s own assets, requiring Medi-Cal payback at death) and third-party SNTs (funded by parents or others, with no payback requirement). With Medi-Cal asset limits reinstated to $130,000 in 2026, proper SNT planning has never been more critical.

For generations, California families have faced a painful choice: leave an inheritance to a loved one with disabilities and watch them lose their government benefits, or disinherit them entirely to preserve Medi-Cal and SSI. A special needs trust eliminates this choice entirely.

At Leeran S. Barzilai, A Prof. Law Corp., we see families across California making the same costly mistakes every year. This guide explains the exact differences between first-party and third-party SNTs, the 2026 asset limit reinstatement, CalABLE strategies, and the local San Diego court procedures that general resources miss.

For more insights on effective legal strategies, visit Legal Champ and Legal Sage.

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What Is a Special Needs Trust? (The 30-Second Explanation)

Quick Answer: A special needs trust is a legal arrangement that holds assets for the benefit of a person with disabilities without disqualifying them from means-tested government benefits like Medi-Cal and SSI. The trust pays for “supplemental” needs—things like education, travel, entertainment, and medical equipment not covered by government programs.

The key legal distinction lies in how the trust treats the assets. Government benefit programs count an individual’s personal assets toward eligibility. However, assets held in a properly drafted SNT are not counted as the beneficiary’s resources for Medi-Cal or SSI purposes.

California law governs SNTs under Probate Code §§ 3600-3605. These statutes implement the federal provisions of 42 USC 1396p(d)(4), which authorize states to establish SNTs as exceptions to normal asset-counting rules.

What a Special Needs Trust Can Pay For:

• Education and tutoring
• Travel and vacation expenses
• Entertainment (concerts, movies, streaming services)
• Computers, tablets, and assistive technology
• Vehicle purchases and modifications
• Medical and dental expenses not covered by Medi-Cal
• Personal care attendants not covered by government programs

What a Special Needs Trust Cannot Pay For:

• Food and shelter (these reduce SSI benefits)
• Cash directly to the beneficiary
• Anything that replaces government-funded services

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we begin every special needs planning engagement by identifying whether the funding source is the beneficiary’s own assets or a parent’s/grandparent’s assets. This single determination decides which type of SNT we draft.

Explore related resources at Buy a Trust and LBAT Law.

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First-Party vs. Third-Party Special Needs Trusts (The Medi-Cal Payback Distinction)

Quick Answer: A first-party SNT is funded with the beneficiary’s own assets—such as a personal injury settlement or an inheritance directly left to the beneficiary. A third-party SNT is funded by someone else (typically parents or grandparents) and never belonged to the beneficiary. The critical difference: first-party trusts require Medi-Cal payback upon the beneficiary’s death; third-party trusts do not.

Under 42 USC 1396p(d)(4)(A), a first-party SNT must contain specific provisions. The trust must be established for a disabled individual under age 65. The assets must belong to the beneficiary. Upon the beneficiary’s death, the State of California must be reimbursed for all Medi-Cal benefits paid on the beneficiary’s behalf, up to the amount remaining in the trust.

Comparison Table: First-Party vs. Third-Party Special Needs Trusts

Feature	First-Party SNT (d)(4)(A)	Third-Party SNT
Source of funds	Beneficiary’s own assets	Parents, grandparents, or others
Beneficiary age limit	Must be under 65 at establishment	No age limit
Court approval required	Yes (Probate Code §§ 3600-3605)	No (but recommended)
Medi-Cal payback at death	Yes—full reimbursement	No
Can be funded by inheritance	Yes (if structured properly)	Yes (via will or trust)
Best for	Personal injury settlements, direct inheritances	Parental estate planning

The $130,000 Medi-Cal Asset Limit (2026):

Effective January 1, 2026, California reinstated asset limits for seniors and people with disabilities under non-MAGI Medi-Cal programs. California Assembly Bill 116 amended the Welfare & Institutions Code to reinstate the $130,000 limit plus $65,000 for each additional household member, up to 10 members per household. For a married couple, the combined limit is $195,000.

Important Nuance – Spend-Down Period: Enrollees do not lose Medi-Cal coverage the moment their assets exceed $130,001. They have until their annual renewal date in 2026 to “spend down” excess assets or move them into a special needs trust to remain compliant. This grace period provides critical planning time for families who missed the reinstatement deadline.

This reinstatement matters enormously for special needs planning. Between January 2024 and December 2025, California temporarily eliminated asset testing for Medi-Cal. Families who relied on that temporary elimination must now revisit their plans.

SSI Asset Limits (Unchanged at $2,000/$3,000):

Federal SSI resource limits remain at $2,000 for an individual and $3,000 for a married couple. Countable resources include bank accounts, cash, stocks, bonds, and additional vehicles beyond one personal car. The primary residence and one vehicle are exempt.

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we run a two-part eligibility analysis for every client: Medi-Cal eligibility ($130,000 limit with annual renewal spend-down) and SSI eligibility ($2,000 limit). A family can lose SSI but retain Medi-Cal—or lose both. Our planning addresses both scenarios.

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Pooled Special Needs Trusts (The Over-65 Workaround)

Quick Answer: A pooled trust is a special needs trust managed by a non-profit organization under 42 USC 1396p(d)(4)(C). Unlike traditional first-party SNTs, pooled trusts have no age limit. Individuals over 65 can use a pooled trust when they are no longer eligible for a traditional (d)(4)(A) SNT.

The California Department of Health Care Services explains that pooled trusts maintain a separate account for each beneficiary, but funds are “pooled” together for investment purposes. This structure allows non-profit organizations to manage trust assets efficiently.

Key Features of Pooled Trusts:

• No age limit for the beneficiary
• Established and managed by a non-profit association
• Separate account for each beneficiary with pooled investments
• May be established by the beneficiary, parent, grandparent, guardian, or court
• Upon death, remaining funds may be retained by the non-profit for other disabled beneficiaries (no payback requirement if structured properly)

When to Use a Pooled Trust:

Scenario	Recommended Trust Type
Beneficiary under 65, receives personal injury settlement	First-party (d)(4)(A) SNT
Beneficiary under 65, parents want to leave inheritance	Third-party SNT
Beneficiary over 65, receives inheritance directly	Pooled trust
Beneficiary over 65, no family to manage trust	Pooled trust

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we advise clients that a pooled trust should be a last resort for beneficiaries under 65. Traditional SNTs offer more control, lower fees, and better investment options. However, for beneficiaries over 65 or those without family support, a pooled trust may be the only viable option.

Learn more about effective legal planning at Demand Letter on Demand.

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CalABLE Accounts: A Powerful Supplement (But Watch the $100,000 SSI Cliff)

Quick Answer: A CalABLE account is a tax-advantaged savings account for people with disabilities, authorized under the federal ABLE Act. California’s CalABLE program allows eligible individuals to save up to $529,000 without affecting Medi-Cal eligibility. However, for SSI recipients, the first $100,000 is protected—amounts above that count toward the $2,000 SSI asset limit. The 2026 annual contribution limit is $20,000 (increased from $19,000).

As of January 1, 2026, CalABLE expanded eligibility to include individuals whose disability began between ages 26 and 45. Previously, the age cutoff was 26. This expansion brings thousands of additional Californians into the program.

2026 CalABLE Key Figures:

Feature	2026 Amount
Total contribution limit	$529,000
Annual contribution limit	$20,000 (plus work credit)
SSI protection limit	$100,000
Medi-Cal protection limit	Full $529,000
Eligibility age (disability onset)	Up to age 46

CalABLE vs. Special Needs Trust:

Factor	CalABLE Account	Special Needs Trust
Cost to establish	Free	$1,500-$5,000
Annual fees	Low (0.3%-0.5%)	Varies
Control over investments	Limited to state options	Full control
Medi-Cal payback at death	Yes (for remaining funds)	First-party only
Age limit	Disability onset before 46	None for third-party
Best for	Smaller savings, everyday expenses	Large inheritances, settlements

The $100,000 SSI Cliff Explained:

For SSI recipients, money in a CalABLE account is not counted as a resource—but only up to $100,000. Once the account balance exceeds $100,000, the excess amount counts toward the $2,000 SSI resource limit. This means a beneficiary with $120,000 in CalABLE would have $20,000 counted toward the $2,000 limit, making them ineligible for SSI.

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we often recommend using both tools together: a CalABLE account for smaller, flexible savings and a third-party SNT for larger inheritances. This layered approach maximizes protection while minimizing costs.

For more resources, visit Immigration LBAT Law.

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SB 974 (Hearing April 8, 2026): Property Tax Portability for Special Needs Trusts

Quick Answer: SB 974, which had a hearing in the Senate Revenue and Taxation Committee on April 8, 2026, would allow severely and permanently disabled persons to transfer their low property tax base to a new home using a letter certifying a special needs trust. Until this bill passes, the certification letter strategy remains a proposed benefit, not current law.

Under current California law (Proposition 19 and Revenue & Taxation Code § 69.6), homeowners over 55, severely and permanently disabled persons, and wildfire or natural disaster victims may transfer their property’s taxable value to a replacement dwelling. However, the law requires direct proof of disability status.

SB 974, as amended March 25, 2026, would require the county assessor to determine that a person is eligible as a severely and permanently disabled claimant if the assessor receives a letter certifying a special needs trust.

Key Provisions of SB 974 (Pending):

• County assessor must accept a special needs trust certification letter as proof of disability
• The Department of Health Care Services must develop a method for requesting certification letters
• Claimants have 5 years to produce the certification letter
• If the trust fails to produce the letter within 5 years, the claimant is liable for property tax at the appraised value for all intervening years

Status as of April 2026: SB 974 was heard in the Senate Revenue and Taxation Committee on April 8, 2026. The bill remains pending. At Leeran S. Barzilai, A Prof. Law Corp., we track this legislation closely and will advise clients as soon as it passes.

Strategic Note: If passed, SB 974 would be a game-changer for California families with special needs trusts. A disabled person could transfer their low property tax basis to a new home—saving thousands annually—using nothing more than a DHCS-issued certification letter. However, until that happens, families cannot rely on this strategy.

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San Diego Probate Court Procedures for Special Needs Trusts

Quick Answer: In San Diego County, establishing a first-party special needs trust requires filing a petition with the Probate Division at the Central Courthouse, 1100 Union Street. The court must approve the trust under Probate Code §§ 3600-3605, which includes a court investigator’s review. Third-party trusts generally do not require court approval.

San Diego Superior Court – Probate Division
Address: Central Courthouse, 1100 Union Street, San Diego, CA 92101
Phone: (619) 844-2800 (Probate Clerk)

Step-by-Step for Court-Approved First-Party SNT:

1 – Determine Necessity:
A court-approved SNT is required when the beneficiary’s own assets (settlement, inheritance, or award) exceed the $2,000 SSI limit or the $130,000 Medi-Cal limit, and the beneficiary cannot manage their own funds.

2 – File Petition:
File a petition for establishment of a special needs trust using Judicial Council forms GC-350 (Petition for Appointment of Guardian of the Estate) or GC-355 (Petition for Special Needs Trust), depending on whether a guardianship or conservatorship exists.

3 – Court Investigator Review:
Under Probate Code § 1851.5, a court investigator conducts a field investigation before the court approves the trust. An assessment fee applies for each report prepared.

4 – DHCS Notification:
At trust establishment, the trustee must notify the Department of Health Care Services at least 15 days prior to the hearing under Probate Code §§ 3600-3605 and 3610-3613. Notices go to: DHCS, Special Needs Trust Unit, MS 4720, P.O. Box 997425, Sacramento, CA 95899-7425.

5 – Court Approval:
The court reviews the proposed trust terms and makes specific determinations under Probate Code § 3604(b):

• The beneficiary has a disability that substantially impairs their ability to provide for their own care
• The money to be paid to the trust does not exceed the amount reasonably necessary to meet the beneficiary’s special needs
• All statutory liens in favor of DHCS are satisfied before funding

For Third-Party SNTs (No Court Approval Required):
Third-party SNTs established by parents or grandparents as part of their estate plan generally do not require court approval. However, we always recommend having the trust reviewed by legal counsel to ensure compliance with Medi-Cal and SSI rules.

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we handle the entire court approval process for first-party SNTs. We also draft third-party SNTs as part of comprehensive estate plans for families with disabled loved ones.

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2025-2026 Legal Updates Affecting Special Needs Planning

Quick Answer: Three major changes affect special needs planning in 2026: (1) Medi-Cal asset limits reinstated to $130,000 per individual with an annual renewal spend-down period, (2) CalABLE eligibility expanded to disability onset before age 46 with annual contribution limit increased to $20,000, and (3) pending SB 974 (heard April 8, 2026) would add property tax portability for special needs trust beneficiaries.

Medi-Cal Asset Limit Reinstatement (January 1, 2026):

After a two-year period without asset testing (January 2024 through December 2025), California reinstated asset limits for non-MAGI Medi-Cal programs. California Assembly Bill 116, Section 59, amended the Welfare & Institutions Code to reinstate the $130,000 limit plus $65,000 for each additional household member.

What This Means for Families:

• Families who relied on the no-asset-limit period must review their planning
• Assets over $130,000 for an individual will disqualify the beneficiary from Medi-Cal unless placed in a special needs trust
• Enrollees have until their annual renewal date to spend down or transfer excess assets into an SNT
• The timing of transfers matters—simply moving assets before the reinstatement may trigger penalties

CalABLE Expansion and 2026 Contribution Limit:

Under the ABLE Age Adjustment Act (federal law effective January 1, 2026), eligibility for CalABLE accounts expanded from disability onset before age 26 to disability onset before age 46. Additionally, the IRS increased the annual gift tax exclusion to $20,000 for 2026, raising the CalABLE annual contribution limit from $19,000 to $20,000.

AB 2397 (Effective 2025): Child Support into Special Needs Trusts:

This California law authorizes courts to direct child support payments for children with disabilities into a special needs trust. This ensures child support payments do not count as income for SSI eligibility.

Pending Legislation – SB 974 (Heard April 8, 2026):

As described above, SB 974 had a hearing in the Senate Revenue and Taxation Committee on April 8, 2026. At Leeran S. Barzilai, A Prof. Law Corp., we track this bill weekly.

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The Special Needs Planning Checklist (7 Steps)

Use this checklist to ensure your loved one is protected:

Step	Action	Deadline/Status
1	Determine beneficiary’s current assets	Before any planning
2	Calculate Medi-Cal eligibility ($130,000 limit, annual renewal)	Immediate
3	Calculate SSI eligibility ($2,000 limit)	Immediate
4	Decide: first-party, third-party, or pooled trust	Based on asset source
5	Open CalABLE account (up to $529,000; $20,000 annual limit)	Any time
6	Draft trust and file court petition (if first-party)	Within 90 days of settlement
7	Notify DHCS 15 days before court hearing	First-party only

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we provide a free 30-minute special needs planning consultation for any California family caring for a loved one with disabilities. We identify whether a first-party or third-party trust is appropriate, calculate current benefit eligibility, and draft all necessary documents.

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FAQ Section

Contact Our Office

Ready to protect your loved one’s future with a special needs trust?

Contact Leeran S. Barzilai, A Prof. Law Corp. for a free 30-minute special needs planning consultation. We’ll identify whether a first-party or third-party trust is right for your family and calculate current Medi-Cal and SSI eligibility.

Address: 4501 Mission Bay Dr. #3c, San Diego, CA 92109
Phone: (619) 436-7544
Email: info@lbatlaw.com
Website: https://lbatlaw.com/

We serve families throughout California—from San Diego to San Francisco. Evening and weekend appointments available.

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• California SSI Preservation Lawyer

Subpages (10)

Subpage 1: First-Party Special Needs Trust California

English

Top 3 Keywords: first-party special needs trust, d4A trust California, self-settled SNT
Meta Description: First-party special needs trusts under 42 USC 1396p(d)(4)(A). For personal injury settlements and inheritances. Medi-Cal payback required at death.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.ssa.gov/OP_Home/ssact/title19/1396p.htm, https://www.dhcs.ca.gov/services/Pages/Special-Needs-Trust.aspx

Chinese (中文)

标题: 加州第一方特殊需求信托 – d4A信托指南
关键词: 第一方特殊需求信托, d4A信托加州, 自设SNT
描述: 根据42 USC 1396p(d)(4)(A)设立的第一方特殊需求信托。适用于人身伤害赔偿和遗产。去世时需偿还Medi-Cal费用。

Hebrew (עברית)

כותרת: נאמנות צרכים מיוחדים First-Party בקליפורניה – מדריך d4A
מילות מפתח: נאמנות צרכים מיוחדים first-party, נאמנות d4A קליפורניה, SNT במימון עצמי
תיאור: נאמנויות צרכים מיוחדים first-party לפי 42 USC 1396p(d)(4)(A). להתנחלויות נזקי גוף וירושות. החזר Medi-Cal נדרש בפטירה.

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Subpage 2: Third-Party Special Needs Trust California

English

Top 3 Keywords: third-party special needs trust, parental SNT, no Medi-Cal payback
Meta Description: Third-party special needs trusts for parents leaving inheritance to disabled children. No Medi-Cal payback at death. No court approval required.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.dhcs.ca.gov/services/Pages/Special-Needs-Trust.aspx, https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=3600

Chinese (中文)

标题: 加州第三方特殊需求信托 – 父母SNT，无需Medi-Cal偿还
关键词: 第三方特殊需求信托, 父母SNT, 无需Medi-Cal偿还
描述: 为残疾子女留下遗产的父母设立的第三方特殊需求信托。去世时无需偿还Medi-Cal费用。无需法院批准。

Hebrew (עברית)

כותרת: נאמנות צרכים מיוחדים Third-Party בקליפורניה – SNT להורים
מילות מפתח: נאמנות צרכים מיוחדים third-party, SNT הורי, ללא החזר Medi-Cal
תיאור: נאמנויות צרכים מיוחדים third-party להורים המשאירים ירושה לילדים עם מוגבלויות. אין החזר Medi-Cal בפטירה. אין צורך באישור בית משפט.

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Subpage 3: California Medi-Cal Asset Limits 2026

English

Top 3 Keywords: Medi-Cal asset limits 2026, California Medi-Cal eligibility, non-MAGI asset test
Meta Description: 2026 Medi-Cal asset limits: $130,000 per person plus $65,000 per household member. Reinstated January 1, 2026. Annual renewal spend-down period applies.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.dhcs.ca.gov/, https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260AB116

Chinese (中文)

标题: 2026年加州Medi-Cal资产限额 – 非MAGI资产测试
关键词: Medi-Cal资产限额2026, 加州Medi-Cal资格, 非MAGI资产测试
描述: 2026年Medi-Cal资产限额：每人130,000美元加每户65,000美元。2026年1月1日恢复。适用年度续期支出期。

Hebrew (עברית)

כותרת: תקרות נכסים ל-Medi-Cal בקליפורניה 2026 – מבחן נכסים non-MAGI
מילות מפתח: תקרות נכסים Medi-Cal 2026, זכאות Medi-Cal קליפורניה, מבחן נכסים non-MAGI
תיאור: תקרות נכסים ל-Medi-Cal 2026: 130,000$ לאדם ועוד 65,000$ לכל בן בית. חודשו ב-1 בינואר 2026. תקופת הוצאה שנתית חלה.

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Subpage 4: CalABLE Account California 2026

English

Top 3 Keywords: CalABLE account, ABLE account California, disability savings plan
Meta Description: CalABLE accounts let disabled Californians save up to $529,000 without losing Medi-Cal. $100,000 SSI protection limit. 2026 annual contribution: $20,000. Eligibility to age 46.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.calable.ca.gov/, https://www.dds.ca.gov/calable/

Chinese (中文)

标题: 加州CalABLE账户2026 – 残疾储蓄计划
关键词: CalABLE账户, ABLE账户加州, 残疾储蓄计划
描述: CalABLE账户允许加州残疾人储蓄高达529,000美元而不影响Medi-Cal。SSI保护限额100,000美元。2026年年度供款20,000美元。资格至46岁。

Hebrew (עברית)

כותרת: חשבון CalABLE בקליפורניה 2026 – תוכנית חיסכון לנכים
מילות מפתח: חשבון CalABLE, חשבון ABLE קליפורניה, תוכנית חיסכון לנכים
תיאור: חשבונות CalABLE מאפשרים לתושבי קליפורניה עם מוגבלויות לחסוך עד 529,000$ מבלי לאבד את Medi-Cal. מגבלת הגנה SSI של 100,000$. תרומה שנתית 20,000$ ל-2026. זכאות עד גיל 46.

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Subpage 5: Pooled Special Needs Trust California

English

Top 3 Keywords: pooled trust California, d4C trust, non-profit SNT over 65
Meta Description: Pooled special needs trusts under 42 USC 1396p(d)(4)(C). No age limit. Managed by non-profits. Ideal for beneficiaries over 65 or without family support.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.dhcs.ca.gov/services/Pages/Special-Needs-Trust.aspx, https://www.ssa.gov/OP_Home/ssact/title19/1396p.htm

Chinese (中文)

标题: 加州集合特殊需求信托 – d4C信托65岁以上
关键词: 集合信托加州, d4C信托, 非营利SNT 65岁以上
描述: 根据42 USC 1396p(d)(4)(C)设立的集合特殊需求信托。无年龄限制。由非营利组织管理。适合65岁以上或无家庭支持的受益人。

Hebrew (עברית)

כותרת: נאמנות צרכים מיוחדים Pooled בקליפורניה – נאמנות d4C
מילות מפתח: נאמנות Pooled קליפורניה, נאמנות d4C, SNT ללא מטרות רווח מעל גיל 65
תיאור: נאמנויות צרכים מיוחדים Pooled לפי 42 USC 1396p(d)(4)(C). אין הגבלת גיל. מנוהלות על ידי מלכ”רים. אידיאלי למוטבים מעל גיל 65 או ללא תמיכה משפחתית.

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Subpage 6: SSI Asset Limits California 2026

English

Top 3 Keywords: SSI asset limits, SSI resource limits 2026, California SSI eligibility
Meta Description: SSI asset limits remain $2,000 for individuals and $3,000 for couples in 2026. Countable resources include bank accounts, cash, and stocks. Primary residence exempt.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.ssa.gov/ssi/, https://www.ssa.gov/ssi/text-resources-ussi.htm

Chinese (中文)

标题: 2026年加州SSI资产限额 – SSI资源限制
关键词: SSI资产限额, SSI资源限制2026, 加州SSI资格
描述: 2026年SSI资产限额：个人2,000美元，夫妇3,000美元。可计算资源包括银行账户、现金和股票。主要住宅豁免。

Hebrew (עברית)

כותרת: תקרות נכסים ל-SSI בקליפורניה 2026 – מגבלות משאבי SSI
מילות מפתח: תקרות נכסים SSI, מגבלות משאבי SSI 2026, זכאות SSI קליפורניה
תיאור: תקרות נכסי SSI נותרו 2,000$ ליחיד ו-3,000$ לזוג ב-2026. משאבים נספרים כוללים חשבונות בנק, מזומנים ומניות. בית מגורים ראשי פטור.

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Subpage 7: SB 974 Special Needs Trust Property Tax Portability

English

Top 3 Keywords: SB 974 California, special needs trust property tax, disability property tax transfer
Meta Description: SB 974 (pending, heard April 8, 2026) would allow severely disabled persons to transfer property tax base using special needs trust certification letter. Not yet law.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB974, https://www.boe.ca.gov/prop19/

Chinese (中文)

标题: SB 974 特殊需求信托房产税可移植性
关键词: SB 974 加州, 特殊需求信托房产税, 残疾房产税转移
描述: SB 974（待决，2026年4月8日听证）将允许严重残疾人使用特殊需求信托认证信转移房产税基数。尚未成为法律。

Hebrew (עברית)

כותרת: SB 974 ניידות מס רכוש לנאמנות צרכים מיוחדים
מילות מפתח: SB 974 קליפורניה, מס רכוש לנאמנות צרכים מיוחדים, העברת מס רכוש לנכים
תיאור: SB 974 (בהמתנה, נדון ב-8 באפריל 2026) יאפשר לאנשים עם מוגבלות חמורה להעביר בסיס מס רכוש באמצעות מכתב אישור לנאמנות צרכים מיוחדים. טרם הפך לחוק.

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Subpage 8: San Diego Probate Court Special Needs Trust

English

Top 3 Keywords: San Diego Probate Court SNT, special needs trust approval San Diego, GC-350 GC-355 forms
Meta Description: San Diego Superior Court Probate Division procedures for first-party special needs trust approval. Required forms, DHCS notification, and court investigator fees.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://www.sdcourt.ca.gov/probate, https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=3600

Chinese (中文)

标题: 圣地亚哥遗嘱认证法院特殊需求信托 – SNT法院批准
关键词: 圣地亚哥遗嘱认证法院SNT, 圣地亚哥特殊需求信托批准, GC-350 GC-355表格
描述: 圣地亚哥高等法院遗嘱认证部门的第一方特殊需求信托批准程序。所需表格、DHCS通知和法院调查员费用。

Hebrew (עברית)

כותרת: נאמנות צרכים מיוחדים בבית המשפט להוכחות בסן דייגו – אישור SNT
מילות מפתח: בית משפט להוכחות סן דייגו SNT, אישור נאמנות צרכים מיוחדים סן דייגו, טפסים GC-350 GC-355
תיאור: נהלי מחלקת ההוכחות של בית המשפט העליון של סן דייגו לאישור נאמנות צרכים מיוחדים first-party. טפסים נדרשים, הודעה ל-DHCS ועמלות חוקר בית משפט.

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Subpage 9: Community Spouse Resource Allowance California 2026

English

Top 3 Keywords: CSRA 2026 California, community spouse resource allowance, spousal impoverishment Medi-Cal
Meta Description: 2026 Community Spouse Resource Allowance (CSRA) is $162,660. Medi-Cal spouse may have $130,000. Protects healthy spouse from impoverishment.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://canhr.org/using-californias-spousal-impoverishment-rule/, https://www.dhcs.ca.gov/

Chinese (中文)

标题: 2026年加州社区配偶资源补贴 – CSRA配偶贫困保护
关键词: CSRA 2026加州, 社区配偶资源补贴, 配偶贫困Medi-Cal
描述: 2026年社区配偶资源补贴为162,660美元。Medi-Cal配偶可拥有130,000美元。保护健康配偶免于贫困。

Hebrew (עברית)

כותרת: קצבת משאבי בן הזוג הקהילתי בקליפורניה 2026 – CSRA
מילות מפתח: CSRA 2026 קליפורניה, קצבת משאבי בן זוג קהילתי, מניעת התדלדלות בן זוג Medi-Cal
תיאור: קצבת משאבי בן הזוג הקהילתי (CSRA) ל-2026 היא 162,660$. בן הזוג המקבל Medi-Cal רשאי להחזיק ב-130,000$. מגן על בן הזוג הבריא מפני התדלדלות.

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Subpage 10: AB 2397 Child Support Special Needs Trust California

English

Top 3 Keywords: AB 2397 child support SNT, special needs trust child support, disability child support California
Meta Description: AB 2397 allows California courts to direct child support payments into a special needs trust. Prevents SSI disqualification. Effective 2025.
Internal Link: https://lbatlaw.com/california-special-needs-estate-planning-lawyer
External Links: https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520240AB2397, https://www.ssa.gov/ssi/

Chinese (中文)

标题: AB 2397 子女抚养费特殊需求信托 – 加州残疾子女抚养费
关键词: AB 2397 子女抚养费SNT, 特殊需求信托子女抚养费, 加州残疾子女抚养费
描述: AB 2397允许加州法院将子女抚养费支付到特殊需求信托中。防止SSI资格取消。2025年生效。

Hebrew (עברית)

כותרת: AB 2397 מזונות ילדים לנאמנות צרכים מיוחדים בקליפורניה
מילות מפתח: AB 2397 מזונות ילדים SNT, נאמנות צרכים מיוחדים מזונות ילדים, מזונות ילדים עם מוגבלות קליפורניה
תיאור: AB 2397 מאפשר לבתי המשפט בקליפורניה להפנות תשלומי מזונות ילדים לנאמנות צרכים מיוחדים. מונע פסילה מ-SSI. נכנס לתוקף 2025.

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