Special Needs Planning FAQs
Answers to common questions about planning for a child or adult with disabilities, preserving benefits, selecting trustees, and structuring inheritances.
These materials are prepared by Cohen Samuels, PLLC for general educational purposes. They are not legal advice and do not create an attorney-client relationship.
Questions Answered
Why is special needs planning important?
An inheritance or gift can unintentionally affect needs-based benefits. Planning can help preserve eligibility while still supporting quality of life.
What is a special needs trust?
A special needs trust can hold assets for a beneficiary with disabilities while setting rules for supplemental support and trustee management.
Who should serve as trustee?
The trustee should be financially responsible, organized, familiar with the beneficiary’s needs, and able to follow trust rules and legal requirements.
Can grandparents leave assets to a special needs beneficiary?
Yes, but the gift should be coordinated with the beneficiary’s planning documents so it does not disrupt benefits or care arrangements.
How does Cohen Samuels approach this planning?
The firm helps families coordinate estate documents, beneficiary designations, trustee roles, family communication, and long-term support goals.
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Contact Cohen Samuels, PLLC to discuss your Florida estate planning, probate, trust administration, or elder law concerns.
