Special Needs Planning
Fort Lauderdale FL Special Needs Lawyer


If you have a child or loved one with special needs, you are probably very concerned about what may happen to them when you are no longer able to serve as primary care giver. Of course, you can make provisions for them to receive money and assets, but doing so can pose problems in maintaining eligibility for essential benefits under the Supplemental Security Income (SSI) and Medicaid programs. Such benefits may even be cancelled or denied. Fortunately, there are ways to provide money and other assets for your special needs loved one without jeopardizing eligibility for government assistance.

We can set up a Special Needs Trust, also known as a Supplemental Needs Trust, to ensure that government benefit eligibility is preserved while at the same time providing assets that will meet the supplemental needs of the person with a disability. These can include:

  • A personal care attendant or escort

  • Annual check-ups at an independent medical facility
  • Supplemental education and tutoring
  • Out-of-pocket medical and dental expenses
  • Transportation (this can include the purchase of a vehicle)
  • Vehicle maintenance
  • Materials or funds for a hobby or recreation activity
  • Funds for trips, vacations and entertainment (such as movies, shows or sporting events)
  • Goods and services that enhance quality of life, such as electronics, furniture, computers, musical equipment and videos
  • Physical fitness or athletic competitions
  • Attendance of religious services
  • Special dietary needs

If you have disabled beneficiaries you wish to provide for after your passing, a well-designed Special Needs Trust can prove invaluable. We invite you to contact us – Fort Lauderdale FL Special Needs Lawyers to learn more about how we can incorporate a Special Needs Trust into your overall plan.