Special Needs Financial Planners Miami FL

Read on to learn information on special needs financial planners in Miami, FL and gain access to public-private funding, special needs trust establishment, traditional investments, insurance services, and special needs supplement reporting, as well as advice and content on special needs financial panning.

Therapy Zone Center, Inc.
(305) 878-3898
782 Le Jeune Road, 334
Miami, FL
Support Services
Speech Therapy
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

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Center for Autism and Related Disabilities-UM
(800) 928-8476
1500 Monza Ave., 3rd Floor
Miami, FL
Support Services
Early Intervention, Government/State Agency, Medical, Therapy Providers, Training/Seminars

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UM-NSU Center for Autism & Related Disabilities
(305) 284-5263
Coral Gables, FL
Support Services
ABA, Ideas For Finding Therapists, Adult Support, Disability Advocacy, Doctor Referrals, Helpful Websites, Publications, Research, Support / Tutoring, Support Group Meetings, Training/Seminars
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Adult,Kindergarten,Preschool

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UM Center for Autism and Related Disabilities
1-800-9-AUTISM or (305) 284-6563
5665 Ponce de Leon Boulevard
Coral Gables, FL
Support Services
Behavorial Intervention, Education, Marriage & Family Counseling, Support Organization

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Hope Center, Inc.
(305) 545-7572
666 Southwest 4th Street
Miami, FL
Support Services
Residential, Training/Seminars

Data Provided By:
Jennifer Borr
(786) 355-8271
Miami, FL
Support Services
ABA, Therapy Services, ABA/Discrete Trial, Behavorial Intervention, Early Intervention, Verbal Behavior
Ages Supported
Kindergarten,Preschool

Data Provided By:
Amy Beaumont, Autism Spectrum Assessment Clinic
(305) 284-6140
Coral Gables, FL
Support Services
Behavior Assessment, Behavorial Intervention, Educational Assessment, Psychological Counseling, Social Skills Training
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Adult,Kindergarten,Preschool

Data Provided By:
Childrens Health and Education Management
(305) 663-0896
780 SW Red Road #126
South Miami, FL
Support Services
ABA/Discrete Trial, Behavorial Intervention, Marriage & Family Counseling, Music Therapy, Nutritional Counseling, Occupational Therapy, Physical Therapy, Sensory Integration, Social Skills Training, Speech Therapy, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Center for Autism and Related Disabilities (Coral Gables)
(305) 284-5264
University of Miami, 5665 Ponce de Leon Blvd.
Coral Gables, FL
Support Services
Early Intervention, Government/State Agency, Medical, Therapy Providers, Training/Seminars

Data Provided By:
Mestre Behavior Development, LLC
(305) 668-8644
South Miami, FL
Support Services
ABA, Therapy Services, Behavorial Intervention, Early Intervention, Social Skills Training, Verbal Behavior
Ages Supported
1-5 Grade,Kindergarten,Preschool

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Common Mistakes Parents Make With Their Special Needs Trusts

Common mistakes parents make with their special needs trusts

Heath Burch, CFP

We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with the best of intentions in hopes of providing ongoing care for their loved one with special needs. Unfortunately, many of these plans are incorrectly designed and fall short of providing the desired outcome.

The most common errors we see are often related to the drafting of a special needs trust. We'll outline below three of the most common mistakes we encounter when working with reviewing these trusts.

Each week we review a number of special needs trusts given to us by parents simply looking to confirm that what they have works. The family has done exactly what they thought they needed in that they have created a trust in order to provide ongoing care for their loved one with special needs should they no longer able to provide it. The problem is that many of these documents are put into place without the parents truly understanding what they are signing.

We've seen documents that do not successfully preserve access to benefits like social security, often the primary goal of the trust. We have encountered documents that make the state (Medicaid) the named beneficiary of any assets remaining after the child's life in cases when it is not necessary. At times we have even seen documents that ultimately disinherit a child with special needs without the parents even aware of the fact.

If you aren't certain that your legal documents are designed as you intended or worse, you aren't sure exactly what they contain, please get them reviewed by an attorney that specializes in this type of planning. It never hurts to get a second opinion and provide yourself the sense of security of knowing that you have a well-drafted, effective set of legal documents to protect your family.

In the event that you have a well-drafted special needs trust your work may not be done. If the attorney or advisor you worked with hasn't walked you through how to title all of your various assets and you haven't moved most of your assets into the trust when appropriate, or directed them to the trust through a beneficiary designation or transfer on death designation when appropriate, you aren't done.

This is not an easy task, which is exactly why so many families walk into our office without having it done. There are a lot of reasons why the titling work may not have been done. It is possible the advisor didn't want to take on the responsibility. Maybe you weren't sure how to title an asset such as your house in the trust? Or maybe you had every intention of updating your beneficiary designations, but just forgot or ran out of time?

Regardless, you must finish what you started. If the attorney or advisor that helped you with the trust hasn't helped you finish the job, it is your responsibility to find someone who can.

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