• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
logo

The Edwards Law Firm

Estate Planning For All Generations

  • phone-icon (904) 215-3550
  • phone icon (904) 672-7600
  • Schedule a Free Consultation
  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Family-Owned Businesses & Farms
    • Incapacity & Caregiver Support
    • LGBTQ Estate Planning
    • Medicaid & Elder Law Planning
    • Pet Planning
    • Probate & Trust Administration
    • SECURE Act
    • Special Needs Planning
    • Wills & Trusts
  • Elder Law
    • Are You A Caregiver?
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Veteran’s Benefits
  • Resources
    • Docubank
    • Estate Planning Resources
      • Estate Planning Checkup
      • Definitions
      • Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Elder Law Reports
    • Frequently Asked Questions
      • LGBTQ Estate Planning Frequently Asked Questions
      • Incapacity Planning Frequently Asked Questions
      • Frequently Asked Estate Planning Questions
      • Trust Administration & Probate Frequently Asked Questions
    • Pre-Consultation Form
    • Special Needs Resources
    • Trust Administration
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
  • EVENTS
  • BLOG
  • Reviews
    • Review Us
  • Contact Us

Special Needs Planning

Do you have a family member, such as a child or sibling, with a disability? Do you have a plan in place to continue caring for them after your death?

Without the right plan, you’re putting the future personal and financial well-being of your loved one at risk.

Fortunately, with a dedicated approach to special needs planning, you can ensure that your loved one maintains their standard of living and quality of life after you’re gone.

Create a Special Needs Trust

A special needs trust allows you to provide funds and direction to an individual with a disability without disrupting their eligibility for government aid, such as Medicaid benefits.

Just the same as any type of trust, attention to detail is critical. The decisions you make when creating a special needs trust will affect your loved one in the future.

Important points of consideration include:

  • Who you will name as the guardian of your child
  • Who you will name as the trustee (this person is responsible for managing the trust)
  • Instructions related to education, housing, personal, and emotional needs

With the right special needs planning strategy, you can address the financial, legal and social aspects of a person’s future life. Not only will this provide them with stability, but it’ll also give you the peace of mind you’re seeking.

Don’t delay in creating a special needs trust. If you leave your loved one assets in a more traditional manner—such as with a will—it could harm their eligibility for government benefits. At The Edwards Law Firm, P.A., we can help you create a special needs plan that suits both you and your loved one. Over the years, we have helped many people from the Jacksonville, Florida area with all aspects of special needs planning. Contact us online or via phone for more information on our services and how we can help.

Primary Sidebar

Free Estate Planning Worksheet

There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.

FOLLOW US ONLINE

Footer

The Edward Law Firm

Jacksonville
3030 Hartley Road, Suite 210
Jacksonville, FL 32257
Phone: (904) 215-3550
Secondary phone: (904) 672-7600

ST. AUGUSTINE (By Appointment Only)

1750 Tree Boulevard, Suite 9
St. Augustine, FL 32084
Phone: (904) 824-1750

Map/Location

Jacksonville FL estate planning office
Map

Office Hours

Monday  8:30 AM – 5:00 PM

Tuesday  8:30 AM – 5:00 PM

Wednesday  8:30 AM – 5:00 PM

Thursday  8:30 AM – 5:00 PM

Friday  By Appointment Only

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

  • Privacy Policy
  • | Disclaimer
  • | Site Map
  • |
  • Powered by American Academy of Estate Planning Attorneys
© 2023 The Edwards Law Firm. All Rights Reserved.