Creating, Changing & Revoking A Florida Special Needs Trust

How does a special needs trust fit into someone’s general estate plan’ and how do you go about creating, changing or revoking this kind of trust? To find out, we asked Sarah E. Peart, an attorney from Tampa Florida whose practice focuses mainly in the areas of wills, trusts, estate planning and real estate law.

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Florida Estate Planning: Special Needs Trusts’ Defined

Special needs trusts can be one of the most important tools in a family’s estate plan; yet, they’re not for everyone. To explain what they are, who might need them and how they differ from traditional trusts, we asked a Florida attorney whose practice focuses in this area of the law.

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What Goes Into A Florida Special Needs Trust?

If you’re thinking about creating a special needs trust, it’s important to know how this unique estate planning tool works’ including what must be done to comply with both federal and state law, how it can be funded and how the funds can be spent.

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Florida Special Needs Trusts: How An Attorney Can Help

Let’s face it; most of us don’t really understand the differences between the various types of trusts that can be created for estate planning purposes. The special needs trust, in particular, can be a valuable estate planning tool. Unfortunately, legal experts say that it is a tool that is often misunderstood. An experienced special needs trust attorney can put it all in perspective.

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Florida Estate Planning: Funding & Administering A Special Needs Trust

A special needs trust, created for the benefit of a disabled individual under the age of 65 who qualifies as disabled under federal law or a relevant state statute, can be a valuable estate planning tool. To explain the pros and cons and how one of these trusts can be funded and administered, we asked a Florida attorney whose practice focuses in this area of the law.

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Florida Estate Planning: Special Needs Trust FAQ

Special needs trusts are commonly misunderstood in an estate planning context. To clear up some of the confusion, we asked Sarah E. Peart, an attorney from Tampa Florida whose practice focuses mainly in the areas of wills, trusts, estate planning and real estate law to provide us with answers to some frequently asked questions.

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Florida Trusts, Living Trusts & Living Wills

A will is a document that allows you to specify what should happen to your property after you die. However, for a will to be enforceable, it must be valid – and in Florida, a testator (the creator of the will) must adhere to the state’s various estate planning laws to ensure that his or her wishes are followed.

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