Special Needs Financial Planners Orlando FL

Read on to learn information on special needs financial planners in Orlando, 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.

Donna L. Kirk, Esquire
(407) 401-9575
Kamleiter & Kirk
Orlando, FL
Support Services
Educational Advocacy, Legal Services
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Magical Toys and Products
(321) 235-1400
7435 Marseille Circle
Orlando, FL
Support Services
Products/Stores

Data Provided By:
Quest Kids
(407) 872-3378
406 E. Amelia Street
Orlando, FL
Support Services
ABA/Discrete Trial, Disability Advocacy, Occupational Therapy, Physical Therapy, Residential Facility, Speech Therapy, Support Organization, Therapy Providers

Data Provided By:
Threshold Childhood Development
(407) 671-7060
3550 N Goldenrod Rd
Winter Park, FL
Support Services
Education, Educational Advocacy
Ages Supported
1-5 Grade

Data Provided By:
Central Florida Hyperbaric O2, P.A (Kristen Grider, CHT)
(407) 671-5055
5423 Lake Howell Rd.
Winter Park, FL
Support Services
Biomedical Intervention

Data Provided By:
Patrick McGreevy, Ph.D., P.A. and Associates
(407) 629-1099
P.O. Box 140251
Orlando, FL
Support Services
ABA/Discrete Trial, Other, Therapy Providers, Training/Seminars

Data Provided By:
QuestKids Academy
(407) 218-4300
Orlando, FL
Support Services
ABA, Therapy Services, Occupational Therapy, Physical Therapy, Private School (Autism Only), Private School (Multi-disability), Social Skills Training, Speech Therapy, Verbal Behavior
Ages Supported
1-5 Grade,6-8 Grade,Kindergarten

Data Provided By:
Autism Recovery Network of Florida
n/a
n/a
Orlando, FL
Support Services
Doctor Referrals, Educational Advocacy, Support Group Meetings, Support Organization, Vaccine Awareness
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
ABA, Inc. (Emily Hicks, Ed.S., BCBA)
(407) 691-8335
1250 Minnesota Avenue
Winter Park, FL
Support Services
ABA/Discrete Trial, Other, Psychological Counseling, Therapy Providers

Data Provided By:
Florida Respite Coalition
(407) 740-8909, ext. 104
2304 Aloma Avenue, Suite 100
Winter Park, FL
Support Services
Respite/Childcare/Babysitting

Data Provided By:
Data Provided By:

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.

I cannot thin...

Click here to read the rest of this article from Autism Support Network