Special Needs Planning in Florida
Protecting Benefits, Dignity, and Long-Term Care
KEY TAKEAWAYS
● Special needs planning requires customization
● Benefits can be unintentionally lost
● Long-term planning protects caregivers and loved ones
● Strategy-first planning is essential
What is special needs planning in Florida?
Special needs planning in Florida involves creating legal strategies that protect a loved one’s eligibility for public benefits while providing long-term care, support, and financial stability. This planning requires careful coordination under Florida law.
Families caring for a loved one with disabilities face complex decisions — often under pressure.
Attorney Sonia Muñoz Gallagher provides compassionate, strategic guidance to help families protect benefits, plan for the future, and move forward with clarity and dignity.
Who is this for
● Parents of children with disabilities
● Families planning for adulthood transitions
● Caregivers concerned about long-term care
How Clients Start
Most families begin with a Care & Protection Planning Strategy Session™, designed to clarify options before irreversible mistakes are made.
“Special Needs Trusts in Florida: Protect Benefits, Plan for Life, and Build a Long-Term Family Plan”
Can I leave money directly to my child with special needs?
Often no. Doing so can jeopardize benefits. Planning ahead is critical.