Gregory J. Lederman has particular expertise in the area of special needs trusts and planning for persons with special needs. Mr. Lederman frequently assists personal injury attorneys, medical malpractice attorneys and workers’ compensation attorneys with clients who have suffered serious injuries and are concerned that a settlement or verdict will jeopardize their ability to receive certain government benefits. The primary purpose of a special needs trust is to ensure continued government benefits for a disabled beneficiary. Usually these benefits have income limits, so if the person receives a sizeable verdict, settlement, or inheritance, they risk losing their benefits. Benefits with these limits include Supplemental Security Income ("SSI") and Medi-Cal.
Special Needs Trusts are a specialized area of planning, and the laws regarding this type of planning are ever evolving. It is important to consult with an attorney with extensive experience in this area of estate planning. Gregory J. Lederman is a recognized leader in this area of planning who has spoken on the subject for the Consumer Attorneys of California at the 26th Annual Convention.
Gregory J. Lederman established the Law Offices of Gregory J. Lederman in 2001 to assist clients with their estate, trust and probate needs. Drawing upon his prior experience as an extern for the Internal Revenue Service's ("IRS") Estate and Gift Tax Division, Mr. Lederman possesses a thorough understanding of the tax implications of various estate planning strategies. His practice focuses exclusively on the areas of estate planning, probate administration, trust administration and probate, trust and estate litigation.
Mr. Lederman is a noted authority in the area of Special Needs Trust planning, and is frequently called upon to share his expertise with his peers at continuing education programs for fellow attorneys.
Tell us about your special needs issue and we will put you in touch with Gregory J. Lederman