At The Lineage & Legacy Law Firm, we know that families supporting a loved one with disabilities face unique legal, financial, and emotional challenges. Our mission is to help you create a plan that ensures lifelong care, stability, and dignity for your loved one—while protecting essential benefits and family harmony.
We proudly serve families throughout Florida. Our special needs planning attorneys provide the guidance you need to make informed decisions and build a secure future for your loved one.
Why Families Need a Special Needs or Disability Plan
A well-crafted plan is critical for families supporting a person with disabilities. Without proper legal and financial planning, even the most well-intentioned inheritance or gift could unintentionally disqualify your loved one from important public benefits such as Medicaid or Supplemental Security Income (SSI).
Our experienced Florida special needs planning lawyers help you:
- Protect eligibility for government benefits
- Create financial structures that support long-term care
- Appoint trusted guardians, advocates, and caregivers
- Reduce family stress and uncertainty about the future
We believe peace of mind comes from knowing your loved one will always be cared for—both emotionally and financially.
Special Needs Trusts: A Key Tool for Protection
A Special Needs Trust (SNT) allows you to set aside funds for your loved one without jeopardizing their access to vital public benefits. At The Lineage & Legacy Law Firm, we guide families in establishing and managing these trusts to ensure compliance and effectiveness.
We offer:
- First-party special needs trusts (using the individual’s own assets)
- Third-party special needs trusts (created by parents, grandparents, or other relatives)
- Pooled trust options for simplified administration
Our attorneys explain each option clearly, helping you choose the best path to meet your family’s goals.
Guardianship and Supported Decision-Making
Every individual deserves to have their voice heard and their rights respected. For families caring for an adult with disabilities, legal tools like guardianship or supported decision-making can help ensure your loved one’s well-being while preserving independence.
Our team assists with:
- Establishing legal guardianship for minors or adults.
- Petitioning for limited or full guardianship in Florida courts.
- Creating supported decision-making agreements.
- Developing a care and transition plan for the future.
Planning for Special Needs Children and Dependents
Families with children or relatives who have special needs face unique challenges when planning for the future. Proper planning is crucial to ensure that your loved ones continue to receive the care and support they require while maintaining eligibility for vital government benefits such as Medicaid and Supplemental Security Income (SSI). We work closely with you to create specialized solutions like special needs trusts that protect assets for your family member’s benefit without jeopardizing their access to public assistance. Our guardianship planning ensures that their personal and medical needs are met with dignity and respect. We tailor every aspect of these plans to prioritize long-term security, quality of life, and peace of mind for you and your family.
Coordinating Estate and Family Planning
Your family’s estate plan should seamlessly integrate with your loved one’s disability plan. We help you coordinate wills, trusts, beneficiary designations, and life insurance so your plan protects—not disrupts—your loved one’s benefits.
We also assist with:
- Letter of intent to guide future caregivers
- Tax and financial planning for long-term support
- Successor trustee and guardian appointments to ensure continuity of care
Why Choose The Lineage & Legacy Law Firm?
- Compassionate Guidance: We understand the emotional and financial complexities of caring for a loved one with special needs.
- Comprehensive Planning: We integrate estate, disability, and guardianship law for full-circle protection.
- Customized Strategies: Every family’s journey is unique—we create plans that reflect your loved one’s specific needs, strengths, and future goals.
Plan Today for Tomorrow’s Peace of Mind
Planning for the future of a loved one with disabilities can feel overwhelming—but you don’t have to do it alone.
At The Lineage & Legacy Law Firm, we’re here to walk alongside your family, offering compassion, clarity, and confidence every step of the way.
Contact us online to learn how we can help you protect your loved one’s care, rights, and future.
