This post will help you understand how trustee abuse happens, what legal duties trustees owe under Florida law, how to detect red flags early, and, most importantly, how to build safeguards into your plan to protect your child’s trust from ever being misused. 

Many Florida parents unintentionally jeopardize their child’s SSI or Medicaid benefits by leaving assets directly to them instead of through a special needs trust. This simple mistake can cause benefit loss and financial hardship. Learn the #1 mistake families make when setting up a special needs trust and how to fix it before it puts your child’s future at risk.

Special needs planning isn’t a one-time task. Laws, Medicaid rules, and SSI eligibility requirements change constantly in Florida. Our Special Needs Family Checklist helps you review Medicaid, guardianship, ABLE accounts, and trusts to keep your child’s future secure. Regular updates prevent costly mistakes and protect lifelong benefits.

When planning for a loved one with special needs, even a small financial move can risk SSI and Medicaid. The SSA reviews all transfers within 36 months, and a mistake could mean months without benefits. With the right planning, like exempt trusts and proper documentation, you can protect your child’s future and avoid costly penalties.

How do you provide for your child with lifelong disabilities without leaving siblings feeling overlooked or burdened? Equal shares may sound fair, but in reality, they can put benefits at risk and create future resentment. In this blog, we explore how Florida families can balance inheritance planning using tools like special needs trusts, life insurance, and clear communication so your plan protects every child and strengthens family bonds.

Creating a trust for a loved one with special needs can unintentionally disqualify them from SSI. The SSA carefully reviews trust structure and disbursements, and even small errors can suspend benefits for months. Florida families must ensure their trusts are drafted and administered with SSI rules in mind.

Planning for the lifelong care of a loved one with special needs isn’t just a legal matter, it’s an emotional, financial, and deeply personal journey. Unlike traditional retirement planning, this process must cover unpredictable medical costs, changing public benefits, and the reality that your loved one may outlive you by decades.

Planning for a loved one with special needs in Florida means balancing love with strategy. Learn how ABLE accounts and special needs trusts work, when to use each, and how they can work together to protect benefits like Medicaid and SSI while supporting your family’s long-term goals.

Learn how the Big Beautiful Bill Act 2025 changes Medicaid eligibility and ABLE account rules, and how it impacts your family’s special needs planning in Florida.

Losing a parent is hard enough; figuring out what to do next shouldn’t add to the pain. This step-by-step guide from Legacy Solutions Law Firm walks Florida families through the probate process with clarity and compassion, from securing documents to distributing assets. Let us help you protect your parent’s legacy and avoid costly mistakes.

When a parent dies, the legal aftermath can feel overwhelming. This guide breaks down Florida’s probate process step-by-step—from handling property and wills to filing court petitions so you don’t have to face it alone. Clear. Compassionate. Practical.

Trying to decide between summary and formal administration in Florida? This guide breaks down the key differences in cost, timeline, and complexity, so you can choose the probate process that gives your family the fastest, most affordable path forward.

Wondering if probate is necessary after a loved one’s passing in Florida? The answer depends on several factors, from asset types to how they’re titled. In this guide, we break down when probate is legally required and when you might be able to avoid it altogether.

A Letter of Intent is a written document created by a parent or caregiver of a person with special needs. It captures everything someone would need to know if they had to step into your shoes tomorrow.

Planning for a child with special needs isn’t just about love; it’s about making sure your support doesn’t jeopardize vital benefits like SSI or Medicaid. In Florida, a third-party special needs trust offers families a way to provide financial care while preserving eligibility. Learn how these trusts work, why they matter, and how you can protect your child's future with intention.

When a child or adult with special needs receives a legal settlement or inheritance, it can unintentionally disqualify them from vital benefits like SSI and Medicaid. In Florida, a properly structured first-party special needs trust can protect both their future and their eligibility. Learn what makes these trusts compliant, why timing matters, and how families across Hollywood and Broward County are securing lifelong support the right way.