Blog: Special Needs

If you are considering getting married or re-married or you are already married, you might think that you don’t want to leave an inheritance for your future spouse or spouse when you die.  You might have this thought because you have children from a prior marriage, or your spouse is financially comfortable, or you don’t…

If you have a beneficiary who has a disability (i.e. Parkinsons, Multiple Sclerosis) or special needs (i.e. Down’s Syndrome, Autism, Intellectual Disability), you do not need to disinherit that person.  After all, you want to improve the quality of that person’s life and care by leaving them an inheritance.  There is a safe way to…

Do you have an aging relative who needs long-term medical care for a  chronic illness? Is your loved one living at home, in an assisted living facility or a skilled nursing home? Are you concerned about how to pay for their medical expenses? If you answered ‘yes’ to any of these questions you need to…

There’s no better time than summertime – rest, relaxation and seeing the world. You’ve waited all year for your vacation. You’ve got your passport, the pet sitter is confirmed but wait- do you have your estate & incapacity plan in place? If you do is it so old it needs to be updated to meet…

If you you or a  friend has a family member that is a child with a disability you probably know the challenges it presents.  When a person with a disability is receiving Medicaid and/or SSI benefits and receives money (from a lawsuit or inheritance) it can unintentionally cause the child to lose government benefits. We were invited by a…

All trustees face the challenge of forecasting future needs of special needs trust beneficiaries. In order to develop an expenditure plan that is reasonable and based on realistic expectation of the beneficiary and their family requires the trustee must get to know the person. Otherwise, the trust assets will not be used in the most…

Premium content from South Florida Business Journal – by Jeff Zbar Debra Giblin-Davis, worked with attorney Stephanie L. Schneider, left, to make plans that would protect her son, who has multiple sclerosis. Debra and Robin Giblin-Davis were traveling several years ago when they had an epiphany. Both were in their 50s. Sean, the youngest of…