TRU LEGAL
South Florida coastline
Special Needs Planning

Lifelong care,
protected by law.

Planning for a loved one with special needs is not just about having a will. It is about making sure the right people, documents, and protections are in place if something happens to you.

For Families · Key Terms

The four terms every
family should know.

Special Needs Trust

A trust designed to hold money for a person with a disability while helping preserve eligibility for important public benefits.

ABLE Account

A savings account for an eligible person with a disability that can be used for qualified disability expenses.

Guardian Advocate

In Florida, a court may appoint a guardian advocate for a person with developmental disabilities who needs help making some decisions.

Letter of Intent

A written guide for future caregivers explaining routines, needs, providers, preferences, and wishes for care.

Special Needs Planning Checklist

Check what applies
to your family.

A practical guide for parents, caregivers, and family members. If you check off five or more items below, call us to schedule an appointment right away.

Protecting Benefits & Money

Planning for Age 18

Estate Planning Gaps for Parents & Caregivers

Care Continuity Plan

0 / 20 checked

Check the items that apply to your family.

Or call 305-419-4940

This checklist is for educational purposes only and is not legal advice. Every family's situation is different.

For Providers & Organizations

Partner with
TRU Legal.

Your families trust you. TRU Legal helps you give them the legal education they need to plan for their child's future with confidence — educational presentations for special needs families, providers, and staff.

Help Families Plan Beyond Today

Parents often have questions about benefits, age 18, decision-making, inheritance, and long-term care.

Add Value Without Adding Workload

We provide the legal education. Your team simply helps create the opportunity.

Support Your Staff

Your team gains a better understanding of the legal concerns special needs families face.

Strengthen Trust With Families

Families remember providers who go the extra mile.

Be a Community Resource

Position your organization as a complete, family-centered partner.

Presentation Topics

Special Needs Trusts ABLE Accounts Guardian Advocacy Turning 18 Protecting SSI & Medicaid Estate Planning for Caregivers Emergency & Care Continuity Grandparents & Extended Family

Ideal For

ABA Therapy Centers Special Needs Schools Speech / OT / PT Providers Adult Day Programs Parent Support Groups Community Organizations

Presentation Options

Parent Workshop Staff Training Lunch-and-Learn Interactive Webinars Small-Group Q&A Resource Table at an Event Custom Events & More

Let's bring this resource
to your families.

TRU Legal can help your organization offer valuable, family-focused education without adding more work to your team.

305-419-4940
Schedule a Conversation

Educational presentations only. No legal advice is provided and no attorney-client relationship is established.