Special Needs

Special Needs Estate Planning

Custom plans for future care and advocacy for loved ones with disabilities

Reliable & Effective Solutions To Protect Your Family

Parents of children with special needs must make careful estate planning choices to prepare for their legal, financial, and care needs – both now and in the future.

Since 1997, Merhab Robinson & Clarkson has been proud to help families in Southern California provide for the special needs of loved ones to ensure that they are properly protected.

We will provide the information you need to make an informed decision and set up the guardianship, conservatorship, special needs trust, or support trust that is right for your loved one. And the MRC team will address potential challenges proactively and keep you updated on changes to the law that could impact your plans.

Extremely Responsive to All My Questions

“I am a trust client of Paula and I cannot say enough positive things about her/their knowledge of trusts and estate planning. She has always been extremely responsive to my questions and concerns and educates me in the process. I have referred my son and a close friend to her, and they are also very pleased. I was referred to her by a friend in family law, and I remain impressed.”

– Anne B., Client

Ms. Robinson is an Excellent Attorney

“Ms. Robinson is an excellent attorney. She and her firm have represented our company as corporate counsel for over 30 years. I have worked with Marla for over 20 years, and she is extremely knowledgeable, articulate, responsive, helpful – the list goes on. She can form a corporation or LLC, write or revise a contract within minutes, and she’s a highly effective negotiator. She and her colleagues have seen us through countless corporate ventures, contract negotiations, employee matters, and more.”

– Aimee M., Client

Timely, Professional, and Reasonable

“Ms. Clarkson inherited me when my attorney left his practice to serve as a judge, so I was a bit apprehensive using this firm initially. But after my first visit, and every time since over the last few years, Ms. Clarkson and her staff have done everything I needed in a very timely, professional, and reasonable manner. I highly recommend this firm for your Estate planning.”

– T. Gibson, Client

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Your estate plan needs to keep up with you. The problem is that your estate plan does not update itself. Documents you signed years ago may still be legally valid, but that does not necessarily mean that they still reflect your life today or that they will work the way you expect when they are needed.

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Creating an estate plan is an important step in protecting your loved ones and ensuring that your assets are distributed according to your wishes.

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Teachers often have a unique financial portfolio—pension rules, supplemental retirement accounts, and district benefits layered on top of everyday assets. Comprehensive estate plans acknowledge this complexity and coordinate all the moving parts.

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Request A Meeting Today!

Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.

1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705

(714) 972-2333
Reach us by email