Episode
Navigating Special Needs Trusts and Avoidable Probate Pitfalls in California
- Podcast
- KGCI: Real Estate on Air
- Published
- Sep 16, 2026
- Duration seconds
- 2816
- Processing state
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Actions
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Summary
Summary: Attorney Aaron Feldman discusses the critical intersection of estate planning and special needs, emphasizing how a "third-party special needs trust" protects inheritance while maintaining a recipient's eligibility for needs-based benefits like SSI (which has a strict $2,000 asset limit). The episode outlines the complexities of California probate, including "Heggstad petitions" used to move omitted assets into trusts post-mortem. Agents will gain insights into the role of professional fiduciaries and the necessity of reviewing preliminary title reports immediately upon listing to identify liens or title issues.