Welcome to SilverTree Special Needs Planning


We are a full service special needs planning firm focusing on individuals, professionals and families caring for a loved one living with disabilities or other special needs.

We help families coordinate all aspects of their loved one's lives.  Areas covered include, but are not limited to, special needs planning, special needs trusts, guardianship/conservatorship filing, government benefit eligibility analysis and preservation, investment, estate, retirement, education, insurance and lifestyle planning.

We are pleased to have you visiting our site and encourage you to explore the different pages to learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email or call us. We look forward to hearing from you.


Scottsdale  |  Thousand Oaks  |  Studio City  |  San Diego |  Pasadena  |  Las Vegas