David Terk at Serenitas is in my corner. That’s the bottom line. He helped create our will, family trust, and special needs trust. But more than that he has guided us through this extremely complicated landscape of disability planning and Social Security benefits. He picks up the phone when I call even off hours. He texts. He checks in. He answers questions and clarifies. Highly recommend David and his group.
Provided invaluable assistance...
David Terk of Serenitas and his associates have provided invaluable assistance to us in our estate planning for our son with special needs. We had two lawyers who created “special needs trusts” that did not do what a special needs trust is supposed to do and could have created many problems. David and his associates created a special needs trust that does what it it supposed to do and provided a wealth of other useful information that we didn’t know. Unlike a high-power law firm, you won’t receive a $ 100 bill from David for a five minute phone call and an answer to a simple question. We would recommend David and his associates for all of your special needs planning. If you have a special needs trust that was not drawn up by an attorney who is an expert in special needs, we would recommend that you take that trust to David. He and his associates will review it to see if it protects your loved one the way it is supposed to do.
Goes the extra mile...
I first met David Terk at an informational seminar he conducted that was sponsored by my one of my son’s service providers. My son is special needs and very high functioning, but I wanted to be sure that he would be protected and provided for should something happen to me or should other unforeseen circumstances occur. David provided swift and professional guidance on a number of topics, including setting up a Special Needs Trust, financial planning for the future, government benefits and so on. If he didn’t know the answer, he did not hesitate to investigate and get back to me with the information I needed. David goes the extra mile to ensure that his clients are well taken care of and that no box goes unchecked, so to speak. And his concern doesn’t stop when the paperwork is delivered. I’ve found that he is always willing to answer a question down the road when one arises. I highly recommend his services to anyone seeking a reliable and knowledgeable resource to help guide them through the maze of assistance for those with disabilities.
The effort paid off...
David, A follow-up on the Confirmation Letter for Rent. It worked!
I spoke with my contact at the Torrance SSA office and he said there was no need to come in with the letter. Just fax it. I did on December 6th last year. Yesterday I received notice that my son’s monthly benefit was increased by $250 to $910 and change per month. Thank you for the letter and the advice. I was skeptical but the effort paid off.
David is very kind and understanding...
Serenitas Special Needs Planning helped my family plan for the future. It’s not always easy thinking about what will happen when someone you love is no longer with you. David is very kind and understanding. He really took the time to understand our complex family needs.
It all came together...
David Terk at Serenitas was great at helping me and my family through the process of estate planning for the disabled. Ours was one of the most complicated cases they’d had, mainly because we were selling and buying a house at the same time and are a family with many disabled members. But it all came together as painlessly as possible, mainly because these are responsive people who really know their stuff. I felt very at ease with David and knew that he truly cares about his clients. Plus they gave me access to lots of sources of information to help set up our estate planning. I highly recommend this company.
Thank you, David, beyond words...
Thanks to David Terk, Serenitas Special Needs Planning Director, I have tackled a huge “to-do” that was victim to endless procrastination. Like most people, I knew I needed an Estate Plan as well as a Special Needs Trust and I had time to develop and finalize one – as long as I “didn’t die tomorrow” (as one colleague it put it to me bluntly). David was responsive to my requests, met with me soon after I spoke with him,and together, we established my needs and objectives in planning to protect my assets and the assets of a family member with special needs. David is personable and knowledgeable which are two of the most important character traits I felt were necessary in order for me to have a successful experience in developing and implementing my Estate Plan.
David is a people person and cares about his clients. He engages in a conversation to establish your needs and to help you understand what is needed by answering your questions and guiding you to achieve your goal. Static business language is not what is needed for this job – a reciprocal conversation wherein your questions are addressed and time is given for specifics about your own personal situation is vital. David is great at respecting that Estate planning is not a one-size-fits all task. He has the answers and delivers them with care.
This really is my note of gratitude to David for flawlessly designing and finalizing two Estate Plans and a Special Needs Trust for our family. Thank you, David, beyond words for helping me to check this off of the extremely important “to-do” list!
Makes the process easy and stress-free...
David is a warm and reassuring partner in a sensitive and deeply personal process. He makes the process easy and stress-free and is extremely knowledgeable about his expertise. He is accessible and responsive and provides a strong guiding hand. I sleep better at night knowing things are in order for my son.
We now have a much firmer plan in place...
We had long been putting off making financial arrangements for our family and our 17yr old son with autism. We are very happy to have found Serenitas Special Needs Planning to help us with our wills, powers of attorney, and trusts. We now have a much firmer plan in place for what will happen when we are no longer able to care for our son. We also have a trusted advisor in David to help us understand and navigate what’s coming our way as our son reaches adulthood.
Given us so much peace of mind and security...
We met David Terk at our regional center. We had been thinking of setting up some sort of will and estate planning but did not know where to start. Once we met with David, he set up the whole package of Special needs trust, wills and estate planning. Having those documents in place has given us so much peace of mind and security. I also appreciate how David checks in on us yearly to ensure no major issues have occurred that need addressing. We are happy with the advice he has given us as our son moves on to adulthood.