Special needs trusts
First-party, third-party and pooled trusts that hold assets for your loved one's benefit without disqualifying them from SSI or Medicaid.
Special needs planning · Tampa Bay, Florida
A plan that protects your loved one for life.
We help Florida families provide for a child or adult with a disability: protecting eligibility for public benefits, arranging decision-making support, and making sure care continues when parents no longer can.
How we help
Every family's situation is different. These are the areas we work through together.
Guardian advocacy and alternatives
Florida guardian advocacy for adults with developmental disabilities, and less restrictive options such as powers of attorney and health care surrogates.
Public benefits planning
Planning around SSI, Medicaid, Medicaid waiver services and ABLE accounts, so that gifts, inheritances and settlements help rather than harm.
Estate planning for parents
Wills, trusts and beneficiary designations coordinated with your child's trust, plus a letter of intent that tells future caregivers what matters.
Turning eighteen
At 18 your child becomes a legal adult. We help you get decision-making, benefits applications and school-to-adult transition in place before that birthday.
Trust administration
Guidance for trustees on permitted distributions, reporting and recordkeeping, so the trust keeps doing its job for decades.
Planning for every stage of life
Needs change as your loved one grows. We plan for today and revisit the plan at each transition.
- Infancy and childhood
Name guardians in your will and set up a third-party special needs trust to receive gifts and inheritances.
- Adolescence
Prepare for adulthood: evaluate decision-making needs, school transition planning and future benefits eligibility.
- Early adulthood
Put guardian advocacy or alternatives in place, apply for adult benefits and open an ABLE account if appropriate.
- Adulthood
Keep the trust, benefits and care plan current as parents age and responsibilities pass to the next caregiver.
About the firm
Jack M. Rosenkranz, P.A. has provided legal services to Tampa Bay families since 1991. Attorney Jack M. Rosenkranz focuses on elder law and special needs planning, including Medicaid planning, guardianship, special needs trusts and estate planning.
We work closely with parents, siblings and caregivers, and we explain each step in plain language.