Protect SSI & Medicaid benefits
Your Florida Probate Questions — Answered
Will an inheritance disqualify my loved one from benefits?
It can, if left directly. A properly drafted special needs trust helps preserve SSI and Medicaid eligibility while still providing for them.
What’s the difference between a first-party and third-party SNT?
A first-party SNT holds the person’s own assets (such as a settlement); a third-party SNT holds assets from someone else (such as a parent). The rules differ, and we’ll help you choose.
Can a special needs trust pay for everyday things?
It can cover many quality-of-life expenses that benefits don’t. Some distributions have rules, which we’ll explain clearly.
What happens to my child when I’m gone?
That’s exactly what this planning addresses — trust funding, a successor trustee, and a care plan so your loved one is never left unprotected.
Do we need guardianship when my child turns 18?
Sometimes — and there are also less-restrictive alternatives. We’ll help you decide what’s appropriate.
Should the trust be part of my estate plan?
Yes — it should be coordinated with your wills, trusts, and beneficiary designations so nothing conflicts.
