Special Needs Trusts for a Disabled Beneficiary in Florida: A Practical Guide
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and elective-share pitfalls.
June 23, 2026
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and elective-share pitfalls.
Step-by-step checklist for making a legally valid will in Florida. Witness rules, self-proving affidavits, and pitfalls Miami residents should avoid.
A step-by-step Miami, FL checklist for funding a revocable living trust: retitling real estate, accounts, and beneficiary forms under Florida law (Ch. 736).
When do irrevocable trusts make sense in Florida? A Miami estate planning attorney explains Medicaid, creditor, tax, and elective-share considerations.
Do Miami residents really need a will? A practical Florida checklist on when a will matters, what it cannot do, and when a trust may be better.
Florida revocable living trust vs. will: a Miami estate attorney explains probate, costs, spousal rights, and which plan fits your family.
Marriage, divorce, or a new baby in Miami? Florida law may change your plan automatically. A checklist for what to update and why it matters.
Split time between Miami and up north? A snowbird checklist for establishing Florida residency, coordinating documents, and protecting your homestead.
Unmarried in Miami? Florida law gives partners no automatic rights. A practical checklist to protect each other through wills, deeds, and key documents.
How Medicaid asset protection planning works in Florida: the 5-year lookback, ICP limits, irrevocable trusts, and spousal rules. Miami estate planning guidance.
How Florida pour-over wills work with a living trust, what they catch, the probate they still trigger, and why elective-share rules matter for spouses.
Common Florida power of attorney mistakes Miami residents make, from outdated forms to missing durable language, and a checklist to avoid them.
How a pour-over will works in Miami, FL: it catches stray assets and routes them into your living trust. A practical Florida checklist and homestead notes.
How Florida business owners plan their estates and structure succession to protect spouses, partners, and the company. Buy-sell, trusts, and elective share.
A Miami estate planning attorney explains the core documents every Florida adult needs, including how the 30% elective share protects a surviving spouse.
How to fund a revocable trust correctly in Florida: retitling assets, beneficiary coordination, homestead, and elective-share traps to avoid probate.
A Miami checklist on ILITs: how an irrevocable life insurance trust works under Florida law, who needs one, and the tradeoffs to weigh.
A Miami estate attorney explains Florida incapacity planning: durable powers of attorney, health care surrogates, and how to avoid guardianship.
A Miami checklist comparing DIY estate forms with attorney-drafted plans, and the Florida-law traps that sink do-it-yourself documents.
A Miami checklist of life events and Florida-law changes that should trigger an estate plan review, so your documents never go stale.
How to designate a health care surrogate and create a living will in Florida under Chapter 765, plus what surviving spouses in Miami should know.
A Miami estate attorney explains when and why to review your Florida estate plan, with key triggers, the elective share, and surviving-spouse pitfalls.
What happens if you die without a will in Florida? A Miami checklist on intestacy, who inherits, homestead, and the probate process that follows.
A Miami estate planning attorney explains how to update your estate plan after divorce, marriage, or a move to Florida — and why it matters.
How to name a guardian for your minor children in a Florida estate plan, including who decides, how courts rule, and the documents you actually need.
How Florida spendthrift trusts and staggered distributions protect an inheritance from creditors, lawsuits, and a young or financially reckless heir.
In Florida, beneficiary designations on life insurance, IRAs and accounts override your will. Learn how this affects surviving spouses and elective share.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, accountings, creditor claims, and a surviving spouse’s rights.
What estate planning really costs in Miami, FL: flat fees vs. hourly, what a plan includes, and why probate is the hidden cost. A practical Florida checklist.
How Florida second-marriage estate plans and prenuptial agreements coordinate elective share, homestead, and children from a prior marriage.
