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Special Needs Trusts in Orlando, FL

If you're caring for a loved one with disabilities, a special needs trust protects their benefits. It also gives them extra support.

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3 Years Serving Orlando Families 4.5 Stars · 8 Reviews Flexible Virtual & In-Office Consults
Special Needs Trusts in Orlando, FL
Why It Matters

When You Need a Special Needs Trust in Orlando

Families come to us when a child or adult with disabilities is set to receive an inheritance, settlement, or gift. Without proper planning, that money can disqualify them from Medicaid or SSI. We've seen parents in Lake Nona and Baldwin Park worry for years about what happens after they're gone. A special needs trust lets you leave money behind. Your loved one won't lose the government benefits they rely on.[1] Waiting to set this up is risky. If a settlement or inheritance arrives before the trust exists, benefits can be lost fast.

3 Years
We've helped Central Florida families protect benefits and build lasting plans.
Flexible
Meet virtually, by phone, in the hospital, or in our office near UCF.
Clear
We explain every option in plain language, no confusing legal jargon.
Common Situations

Inheritance for a Disabled Child

Parents want to leave money to a child with disabilities. We set up the trust so benefits stay intact.

Personal Injury Settlement

A settlement can disqualify someone from Medicaid overnight. We build the trust before funds arrive.

Aging Caregivers Planning Ahead

You won't always be around to manage care. A trust names a trustee to carry on your wishes.

Divorce or Custody Changes

When family situations shift, benefit eligibility rules still apply. We update trusts to match new needs.

Existing Trust Needs Review

Old trusts can miss new Medicaid rules. We review and fix gaps before they cause problems.

Guardianship and Trust Together

Some families need both a guardianship plan and a trust. We coordinate both so nothing gets missed.

Our Approach

Why Orlando Families Trust Us With Special Needs Trusts

These decisions feel heavy, and they should get careful attention. Waiting too long can cost your loved one their benefits for months. Attorney Fallon M. Gomez built this firm so legal planning doesn't have to feel scary. You'll get a plan built around your family, not a form pulled off a shelf.

What to Expect When You Call

✓ A real conversation about your family's situation, not a sales pitch.
✓ Flexible meeting options, including in-hospital or virtual consultations.
✓ A trust built around your loved one's specific benefits and needs.
✓ Clear answers about costs and next steps before you decide anything.
Next Step

Protect Your Loved One's Benefits Today

Don't wait until a settlement or inheritance is already on the way. Talk with our estate planning attorney team now and get a plan in place.

Call Now (321) 765-3118
The Process

How Special Needs Trust Planning Works

We keep the process simple so you know what to expect at every step.

1

Initial Conversation

We talk through your loved one's needs, current benefits, and any money coming their way. This can happen by phone, video, or in person.

2

Trust Drafting

We draft a trust built around Florida and federal benefit rules. You review every detail before anything gets finalized.

3

Signing and Funding

We finalize the trust and help you fund it correctly. We also explain how to manage it going forward.

Fair Pricing

Special Needs Trust Cost in Orlando

Pricing depends on how complex your family's situation is and whether a settlement or inheritance is already involved. A straightforward trust costs less than one tied to an active personal injury case or guardianship. We give you a clear quote before any work starts, so there are no surprises. Central Florida families from Winter Park to Pine Hills come to us for honest, upfront numbers.

✓ Upfront quote before we start any work.
✓ No hidden fees added later.
✓ You approve every step before we move forward.
Typical price range
$1,500 - $4,500
Whether the trust is first-party or third-party changes the drafting work.
An active settlement or inheritance can add urgency and complexity.
Coordinating with a guardianship plan adds extra steps.
Reviewing or updating an existing trust costs less than building a new one.
Common Questions

Special Needs Trust Questions

Here are answers to the questions we hear most often from Orlando families.

  • How much does a special needs trust cost?

    Most straightforward trusts run between $1,500 and $4,500. Cost depends on complexity and whether a settlement is involved. We give you a firm quote before starting any work.

  • How long does it take to set up a trust?

    Most trusts are ready within two to four weeks. Cases tied to a pending settlement move faster when needed. We'll tell you a realistic timeline at your first meeting.

  • Can I write a special needs trust myself?

    We don't recommend it. A small mistake can disqualify your loved one from Medicaid or SSI. These rules are strict, and a licensed attorney knows how to avoid costly errors.

  • What's the difference between first-party and third-party trusts?

    A first-party trust holds the disabled person's own money, often from a settlement. A third-party trust holds money from parents or relatives. Each type follows different rules.

  • How fast do I need to act after a settlement?

    You should act right away. Benefits can be cut off the moment funds land in the wrong account. Calling us before the settlement closes gives us time to protect your loved one.

  • What are signs my current plan isn't enough?

    If your existing trust hasn't been reviewed in years, it may miss updated Medicaid rules. Family changes like divorce or a new diagnosis are also signs it's time for a review.

  • Who manages the trust after it's created?

    You choose a trustee, often a family member or professional fiduciary. We explain the trustee's duties clearly so whoever you pick understands the responsibility.