Ibar Special Needs Trust Advisors:

Providing specialized services and support for the special needs community

We provide advisory services for special needs trusts (SNT) incorporated as part of a personal injury litigation and estate planning for families with a loved one who has special needs. We have over 30 years of experience helping individuals and families with their special needs trusts and estate planning services. Our trust advisors work closely with you to protect your loved one’s public benefits to ensure they maintain the best quality of life possible. We are a family owned and operated special needs advisory firm based in California with a team of experienced SNT advisors to guide you through the process of incorporating a special needs trust into your estate plan. Choosing a special needs trust firm is important and, at Ibar, our number one goal is to make sure your loved ones are safe and well taken care of. Contact Ibar, California’s leading special needs trust advisory firm, today.
Special Needs Trusts Administration
Special Needs Trusts Administration

A Special Needs Trust (SNT) preserves an individual’s Medicaid (Medi-Cal) and Supplemental Security Income while allowing them to receive various quality-of-life services, items and living accommodations through the allocation of the SNT funds.

Trust Planning
Trust Planning

Parents and Grandparents who have a child or grandchild with a disability often incorporate a Special Needs Trust as part of their estate plan to better insure that their loved one will receive the protection they need and deserve.

We Are Your Partners
We Are Your Partners

Ibar Special Needs Trust Advisors act as the liaison between the Special Needs Trust Beneficiary, their family, the trustee responsible for investing the trust funds, vendors, care providers and public benefits agencies to coordinate and to insure that the Beneficiary receive the services and items which they require and are entitled to.

Testimonials

  • I have been working with Ibar since 2004. I am grateful that Ibar has been able to take a lot of stress off my shoulders. They are my right arm in managing my son’s financial needs. One of the most important ways Ibar assists me is in coordinating the hiring of outside caregivers. Ibar is always advising me on what and how to purchase items for my son. I have enough to do in caring for my son and making his life as enriched and comfortable as possible. I feel comfortable that if I was not able to care for my son, Ibar would make sure that his needs are met.

    Elaine
    Elaine
  • Ibar has been supporting my grandmother and me since 1997. My experience with them has been nothing short of amazing. They work efficiently and effectively to handle all of my needs.

    Jeremiah
    Jeremiah
  • Ibar has been instrumental in helping to keep my severely disabled son at home with good quality of care. I am able to renovate and modify our home for his needs as well as give him the best therapists and services I can find. Also, everyone at Ibar has been wonderfully compassionate and supportive regarding the difficulties and issues we face caring for a disabled family member.  It has been a blessing and a comfort to be able to have my boy close to me amidst everything we have to contend with.

    Patty

Get in Touch