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Special Needs Planning

Special Needs Planning

Business Services - Others

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When a family knows that they are planning for the future of a child or adult with a disability, it is even more important to consider the effect of inheritance. Without proper planning, even a small inheritance can cause a loss of benefits on which they have come to rely. In such cases, there are options that allow for multiple family members to make gifts without disrupting needed benefits. We are knowledgeable in special needs planning and can help you develop a plan that will maintain required support for a family member or loved one with a disability.

The Estate Plan
135 San Lorenzo Ave Suite #750
Coral Gables, FL 33146
(305) 677-8489

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