trusts & estates
special needs planning

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Welcome to our resources page. This is where you may find a variety of downloadable content concerning estate planning for yourself and those you love. To access some (but not all) of the content, you will need to login to the website.


Click to View Video Will Your Living Trust Work Or Break Down When It’s Tested?

Brian Wyatt discusses why it’s so important to have an up-to-date living trust. If you want to know that your estate plan will actually work when it needs to, this is a video for you.

Click to View Video Five Things Parents of Children with Special Needs Must Know about Estate Planning

Brian Wyatt covers five essential things that parents of children with disabilities need to know about estate planning. Do you have a child with special needs? Are you looking for information about Special Needs Trusts? This is a must watch video for parents who want to make the best legal choices for themselves and those they love.

Click to View Video Brian Wyatt and Client Discuss Special Needs Planning on Capital Public Radio

Brian Wyatt and his client Jill Swett discuss special needs planning with Insight radio host Jeffrey Callison.

Reports & Other Useful Documents

Choosing the Best Guardian for Your Child
Having trouble deciding who should be your child’s guardian if something should happen to you? This handy Guide might be just what you need.

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Confidential Information Form - Couples
This form is for our prospective clients who are couples. Completing this form in as much detail as possible will help us maximize the value to you of our first meeting. You need not worry about giving perfect answers (i.e., your best guess will do). Without this form, we will spend our first meeting gathering data, rather than learning about your particular concerns. All information you provide is protected by the attorney-client privilege under California law.

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Confidential Information Form - Singles
This form is for our prospective clients who are single. It is virtually identical to the form for couples.

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Confidential Information Form - Special Needs Planning
This form is for prospective clients who want to plan for an individual with a disability.

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How Should Your Clients Take Title to Their Homes?
If you are a real estate professional, this Guide will help you assist your clients in making wise decisions when it comes to titling their homes.

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Helpful Links

External Link Academy of Special Needs Planners
External Link California State Bar
External Link Disability Benefits 101
External Link Families for Early Autism Treatment
External Link National Academy of Elder Law Attorneys
External Link Nursing Home Guide
External Link Sacramento County Bar Association
External Link Sacramento Estate Planning Council
External Link Superior Court of El Dorado County
External Link Superior Court of Placer County
External Link Superior Court of Sacramento County
External Link Superior Court of Yolo County
External Link UC Davis MIND Institute
External Link UCP of Sacramento and Northern California
External Link WealthCounsel

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