California Special Needs Trust Advisors

Helping Families Successfully Navigate Special Needs Trusts

Since 1989, Ibar has helped California families and corporate trustees navigate complicated and stressful decisions that are a part of managing a special needs trust. Our dedicated Trust Advisors provide experienced, personal guidance, while keeping the beneficiary’s needs, goals, and quality of life at the center of all of our recommendations.

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How We Help

A Special Needs Trust is Far More Than Just Managing Assets...
It's About Supporting a Life

Planning for the future of a loved one with a disability comes with important decisions that don’t end after a trust is established. As life changes, new questions continually arise. Should the trust pay for housing? Transportation? Education? Medical expenses? Recreation? How will the outcome of these decisions support your loved one while protecting valuable public benefits? These decisions can feel overwhelming, but you don’t have to navigate these complex issues alone.

Ibar helps families navigate complex decisions that often arise throughout the life of a trust, while always keeping the beneficiary’s best interests at the center of every recommendation.

Learn More About Our Support

"They are my right arm in managing my son's financial needs."Elaine - Client Since 2004

Your Dedicated Trust Advisor

Personal Guidance Backed by an Experienced, Compassionate Team

At Ibar, every family and trustee we work with is supported by a dedicated Trust Advisor who gets to know the beneficiary, the family, the trustee, and the circumstances surrounding the trust. This continuity provides a consistent point of contact who understands the bigger picture behind each decision.

Your Trust Advisor is also backed by the knowledge and experience of Ibar’s broader team. When a situation is complex, our advisors collaborate, bringing decades of specialized special needs trust experience to each recommendation.

This means you benefit, not only from the personal relationship of a dedicated advisor, but also from the collective experience of an entire team.

Meet Our Team

The Ibar Difference

Our Principles That Guide Every Relationship

Since 1989, Ibar has specialized in the unique, ongoing needs that arise throughout the life of a special needs trust. Our approach combines personal relationships, specialized experience, collaboration, and a commitment to keep the beneficiary at the center of every recommendation.

Every Decision Starts with the Beneficiary

Every recommendation begins with one question: What is in the beneficiary’s best interest?

Guidance for the Life of the Trust

As needs, circumstances, and priorities change over time, Ibar is there to help families and trustees navigate what comes next.

Dedicated Relationships

Every family and trustee has a dedicated Trust Advisor who actually knows the beneficiary and their unique circumstances, and the details of the trust itself.

Team-Based Expertise

Every Trust Advisor is backed by the collective knowledge and experience of the broader Ibar team.

Decades of Specialized Experience

Special needs trusts are our specialty. Families and professional trustees throughout California have relied on Ibar’s experience since 1989.

Collaborative by Design

We work closely with corporate trustees, families, and other members of the beneficiary’s support network to help inform thoughtful decisions.

Testimonials

Why Families Turn to Ibar for Support

      EXCELLENT  
   Based on 26 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Emilee Bernardo 
 
 
 
 Trustindex verifies that the original source of the review is Google. We are incredibly grateful for the opportunity to work with Tyler and the team at IBAR Inc. From the very beginning, Tyler placed his trust in our agency to provide quality care, and that trust means a great deal to us.

Tyler is professional, responsive, and genuinely easy to work with. His communication is always clear, and he consistently demonstrates a commitment to ensuring clients receive the support and care they deserve. Building strong partnerships is important in this industry, and Tyler makes collaboration seamless.

We truly appreciate the confidence he has placed in our team and look forward to continuing our partnership. Thank you, Tyler, for your trust, professionalism, and dedication to those we serve. I highly recommend them!
  
 
      Posted on Google  
   
   John Penilla 
 
 
 
 Trustindex verifies that the original source of the review is Google. My experience working with Tyler at Ibar Special Needs Trusts was exceptional. I'm impressed by how much attention to detail, compassion, and advocacy he and his team bring to serving their families. I highly recommend Tyler and look forward to working with him in the future.
  
 
      Posted on Google  
   
   Express Employment Professionals 
 
 
 
 Trustindex verifies that the original source of the review is Google. Tyler is very responsive and Ibar is a great company to work with. Positive experience all around!
  
 
      Posted on Google  
   
   Gina Gonzalez 
 
 
 
 Trustindex verifies that the original source of the review is Google. Ibar Special Needs Trust has become part of our family. For more than 8 years we have worked together as a team. They are professional, kind, honest, caring, and even gone the extra mile to help our son’s needs. I been working with Sandy Dominguez and the Ibar Team in the journey to my son’s success and wellbeing. I have only but good experience with them.
  
 
      Posted on Google  
   
   Sonia Mercado 
 
 
 
 Trustindex verifies that the original source of the review is Google. Our family has been with Ibar Settlement Co for over 7yrs now , and we are very glad and pleased to be part of this wonderful company. Sandy Dominguez is our trust advisor and is always very professional,  helpful and available to help us with any questions we may have . She’s truly the best !! Over the years we’ve build   a relationship and feel very confident she is always looking out for our son and family’s best interest . We highly recommend them if you are looking for a special need trust ! Look no more this company is definitely the right one for you and your family !
  
 
      Posted on Google  
   
   Jeremy Holcomb 
 
 
 
 Trustindex verifies that the original source of the review is Google. Ibar has been my sons trust advisor for 5 years now. Emily Damiells is our advisor and she's always a pleasure to work with! Ibar is very attentive to my sons needs, quick to respond, and I always feel confident they are advising with my sons best interest in mind. I highly recommend Ibar if you have a special needs trust!