Trusts Created for Support & Self-Advocacy
We pride ourselves in thinking outside of the box for tools and solutions for individuals that need assistance, but do not need the same restrictions that apply with respect to Third Party and First Party Special Needs Trusts. We have customized numerous trusts that are not built for the purpose of qualifying for government benefits, but rather, they are built for the purposes of allowing the beneficiary access to their own funds with mechanisms in place to allow guidance from a trusted confidant to assist with managing the funds and to protect them from others looking to take advantage of them.
The Estate Plan
135 San Lorenzo Ave Suite #750
Coral Gables, FL 33146