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Special Needs Planning: Protecting Your Loved One’s Future

Special Needs Planning focuses on creating legal and financial protections for individuals with disabilities—while preserving their eligibility for essential government benefits like Medicaid and SSI.

Without the right plan, an inheritance or financial gift could unintentionally disqualify a loved one from the support they rely on. We help you safeguard their future while enhancing their quality of life.


When is Special Needs Planning Needed?

When a child with disabilities is approaching adulthood (age 18)

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When parents or caregivers want to leave an inheritance

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When applying for or maintaining Medicaid or SSI benefits

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When planning for lifelong care, housing, and financial security

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Our Special Needs Planning Services

Special Needs Trusts

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File for guardianship of an adult child

Navigate the court process with compassionate legal support

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Explore alternatives like supported decision-making when appropriate

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Government Benefits Preservation

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Coordinate trusts and inheritances carefully

Prevent disqualification from essential programs

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Plan for housing, caregiving, and medical needs

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Guardianship for Adults with Disabilities

File for guardianship of an adult child

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Navigate the court process with compassionate legal support

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Explore alternatives like supported decision-making when appropriate

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Life Care Planning

Develop a Letter of Intent to guide future caregivers

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Plan for education, employment, healthcare, and residential needs

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Provide peace of mind for the entire family

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Schedule a free consult to learn more

Why Choose Sosa Legal for Special Needs Planning?

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20+ Years of Experience – Helping families plan, protect assets, and navigate legal challenges.

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Advanced Degrees in Tax & Estate Planning – Specialized training to handle even the most complex legal matters.

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Board-Certified Elder Law Attorney – Certified expertise in elder law.

Bilingual & Culturally Aware – Serving English- and Spanish-speaking families in South Florida.

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Local, Personalized Service – Unlike large firms, we offer a hands-on, personal approach to every case.

A Law Firm with a Heart – We take the time to listen, understand, and provide solutions tailored to your needs.

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Common Special Needs Planning Questions

  • Without a Special Needs Trust, they could lose their eligibility for Medicaid, SSI, and other essential benefits.

  • Yes—anyone can fund a third-party Special Needs Trust to support your loved one without jeopardizing their benefits.

  • The sooner, the better. Early planning gives you more options and greater peace of mind for the future.

Kind words from our previous clients

  • Smiling woman with blonde hair and a Google Local Guide badge in the corner.

    We had the pleasure of working with this firm on my mother-in-law’s estate. Horacio and Alexandria were our primary contacts, and they handled everything efficiently, answering all of our questions with clarity and professionalism. As the lead attorney, Alexandria was compassionate, kind, and always willing to help. The entire team made the process smooth, and I would highly recommend this firm without hesitation.

    ⭐⭐⭐⭐⭐ Joslyn Varona

  • A woman with long brown hair, wearing a black top, appears to be taking a selfie indoors.

    "...we couldn't be more satisfied with the service received. -- What impressed us the most was their commitment to their motto: "We Feel, We Love, We Care." These are not just words to them; they truly put them into practice in every interaction. -- I highly recommend the services of Horacio Sosa to anyone in need of advice and management. With them, you can be sure that you are in good hands, with professionals who truly feel, love, and care about you and your situation.

    ⭐⭐⭐⭐⭐ Margie Nino

  • Portrait of a smiling woman with dark hair and a red lips. She is in front of a blurred background with greenery. An orange star icon is overlayed on the bottom right of the image.

    My name is Gloria Jensen I want to thank Mr Sosa for his great job , very trustable , his advices were excelente I always recommend him to my friends , I will always come to him if I need any job done

    ⭐⭐⭐⭐⭐ Gloria Jensen

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    "The office motto is “CARE”. They exceeded our expectations in providing legal services with care to our family. Atty. Sosa, Alexandra, and Gloria handled my father’s legal matters promptly, explained the process in great detail, and answered all our questions. We highly recommend this legal team."

    ⭐⭐⭐⭐⭐ Lisa Bates