Florida Guardianship Risk Update
Practical Guidance for Guardians Managing Complex Legal Situations
If you attended the Coordinated Long-Term Planning CLE, you can download the resource below.
Guardianship matters often intersect with several areas of law including Medicaid eligibility, Social Security benefits, probate administration, trust planning, and fiduciary coordination.
This guide highlights common legal situations professional guardians encounter.
• A ward receiving an inheritance or settlement
• Questions involving SSI or Medicaid eligibility
• Coordination between guardians and trustees
• Probate distributions affecting wards
• Authority conflicts involving powers of attorney
Prepared by
Sonia Muñoz Gallagher, Esq.
Family Wealth Law, LLC
Practice areas:
• Estate Planning
• Probate
• Special Needs Planning
• Business Succession and Guardianship
Guardianship matters sometimes involve legal questions related to:
• trusts
• probate administration
• durable powers of attorney
• special needs trust planning
• business succession planning
When these situations arise, coordination between guardians and planning counsel can
help prevent disruption to benefits or authority conflicts.
Contact
Sonia Muñoz Gallagher, Esq.
Family Wealth Law, LLC
Email: sonia@familywealthlaw.net
Direct: 954-228-0701