Independent Case Consultations for Special Needs Trust Planning
Helping families and professionals navigate Supplemental Security Income (SSI), Medi-Cal, and special needs trust eligibility with clarity and confidence.
About Jeremy B. Sanchez
With almost a decade of experience in trust administration and government benefits (Supplemental Security Income and Medi-Cal), I’ve helped hundreds of families and professionals navigate the complexities of special needs trust planning with clarity and confidence.
Today, I offer independent educational consultations designed to help others better understand the rules and options that apply to individuals who receive government benefits.
As an independent consultant, I’m not affiliated with any trustee organization, allowing me to provide unbiased education focused solely on understanding the process and empowering informed decisions.
My goal is to make the trust and benefits process understandable so that decisions can be made based on knowledge, not confusion.
What You’ll Gain From a Consultation
Each session is tailored to your situation.
In general, you can expect three key takeaways.
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After reviewing your specific circumstances, you’ll gain a clear understanding of the available options for individuals who receive government benefits and whether establishing a Special Needs Trust may be appropriate to discuss with your legal or financial professional.
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You’ll learn how the rules of Supplemental Security Income (SSI) and Medi-Cal may affect your situation, and how eligibility can be preserved when followed correctly.
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You’ll leave with practical questions and considerations to help you evaluate potential trustees, ensuring you can identify the best fit for your needs or those you support.
What to Expect
Private Consultation (60 mins.)
Meet one-on-one in a 60-minute educational session focused on understanding how SSI and Medi-Cal rules may apply to your situation. Video conference is recommended, though phone consultations are also available.
Session Details
Each session is $200. A $50 deposit reserves your appointment and is applied toward the total fee. The first 15 minutes serve as a no-cost discovery period. If it’s determined during this time that the consultation is not a good fit, your deposit will be fully refunded.
Follow-up Summary
Following your consultation, you’ll receive a brief written summary and helpful resources to guide your next steps or discussions with trustees, attorneys, or other professionals.
Testimonials
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As a personal injury attorney, understanding how settlement funds affect my clients’ government benefits is essential, but often complicated. Jeremy’s guidance has been invaluable. His expertise, responsiveness, and ability to simplify complex rules have supported both my firm and my clients. I would recommend Jeremy to fellow attorneys without hesitation.
Rebecca T.
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Jeremy’s ability to explain complex rules, policies, and regulations in simple terms was invaluable. His attention to detail was second to none, and I always had complete confidence referring clients to him. Most importantly, he showed empathy and compassion to those going through some of the most difficult times in their lives. He consistently demonstrated judgment, tact, and kindness in all of his work.
Marjorie S.
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Having partnered with Jeremy on a multi-year, complex project, I can easily share what an incredibly kind, hardworking, and professional leader he is to work with. I was always impressed with Jeremy's natural ability to shift from setting strategic goals to breaking them down into manageable tasks for his team to achieve success. Moreover, it was always comforting to have Jeremy in the room when faced with a project challenge as he consistently demonstrated patience, perseverance, and collaboration to solve the problem. For any organization looking for a professional, organized, flexible problem-solver, Jeremy is the person you want — and he does everything with a smile
Heather H.
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DISCLAIMER: Jeremy B. Sanchez provides independent educational consultations and is not affiliated with any trustee or government agency. This service does not constitute legal or financial advice.