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Home >> Special Needs Planning

How to Use a Memorandum of Intent with Your Special Needs Trust

April 25, 2019 by Robert Kulas.

Port St. Lucie special needs planning

The moment you become a parent, the need to have an estate plan in place becomes apparent. If you are the aren’t of a child with special needs, the need for a well thought out and comprehensive estate plan is heightened. Care must be taken when providing for your child because making direct gifts can do more harm than good. As part of your special needs planning component within that estate plan, … [Read more...] about How to Use a Memorandum of Intent with Your Special Needs Trust

Filed Under: Special Needs Planning

Tips for the Parents of a Child with Special Needs

August 7, 2018 by Andreas Kulas

special needs planning

For the parents of a child with special needs, estate planning takes on a heightened importance. Simply including your child as a beneficiary in your estate plan will not suffice when your child has special needs because direct gifts could jeopardize eligibility for much-needed assistance programs such as Medicaid and Supplemental Security Income (SSI). The special needs planning attorneys at … [Read more...] about Tips for the Parents of a Child with Special Needs

Filed Under: Special Needs Planning

Florida Special Needs Evacuation Registry Could Save a Life

June 29, 2017 by Joshua K. Crawford

special needs

If you are a resident of the State of Florida, you are well aware of the potential for bad weather. The majority of the year Floridians enjoy sunny skies and miles and miles of beautiful coastline. Occasionally, however, hurricane season brings destructive storms to the Sunshine State. If you, or someone you know, have special needs, need medical monitoring, and do not have someone to provide … [Read more...] about Florida Special Needs Evacuation Registry Could Save a Life

Filed Under: Special Needs Planning

Florida Special Needs Shelter Beds in Short Supply: What You Need to Know

October 27, 2016 by Joshua K. Crawford

If you think that your special needs loved one will have the electricity he or she needs when the next disaster strikes Florida, think again. Learn about the shelter bed shortage, and what you can do to protect yourself and your loved ones.

When Hurricane Andrew reached the state of Florida in 1992, it left a trail of destruction in its wake that was the costliest in our state’s history. It also highlighted many glaring weaknesses in the state’s disaster-response infrastructure – particularly when it comes to providing for individuals with special needs. Since that event, the state has undertaken a massive effort to correct those … [Read more...] about Florida Special Needs Shelter Beds in Short Supply: What You Need to Know

Filed Under: Special Needs Planning

Why You Should Consider a Special Needs Trust for Your Disabled Loved One

June 2, 2016 by Joshua K. Crawford

Roughly 21 million American families have at least one disabled family member. Many have care needs that will continue long after their caregivers pass away.

If you’re a parent of a disabled child or caring for someone with special needs, there is often little time to think about how your loved one will get by in the event that something happens to you. Still, that is something that must be considered if you want to ensure that he or she is properly cared for when you are gone. And while it is common for many people in your situation to just assume … [Read more...] about Why You Should Consider a Special Needs Trust for Your Disabled Loved One

Filed Under: Special Needs Planning

What Is a Special Needs Trust?

May 26, 2016 by Robert Kulas.

Special needs trust

If you are the parent of a child with special needs, a well drafted and comprehensive estate plan is particularly important to ensure that your child is protected and provided for, both now and in the future. Like all parents, you undoubtedly want to continue providing financial support to your child long after you are gone. Simply gifting assets to your child in your estate plan though, however … [Read more...] about What Is a Special Needs Trust?

Filed Under: Special Needs Planning

The Difference Between a Guardian and a Guardian ad Litem

September 14, 2015 by Joshua K. Crawford Leave a Comment

It is not uncommon for people to talk to estate planning attorneys about concerns they have surrounding guardians and a guardian ad litem. Some of these questions involve the idea of a guardian ad litem. While guardians and guardians ad litem serve similar purposes, they also have very different roles in the law. To help clarify and prevent any potential confusion, today we're going to take a … [Read more...] about The Difference Between a Guardian and a Guardian ad Litem

Filed Under: Special Needs Planning Tagged With: guardian ad litem, guardianship

Basic Questions About Estate Planning – What is Special Needs Planning?

March 26, 2015 by Andreas Kulas Leave a Comment

Basic Questions About Estate Planning – What is Special Needs Planning?

One particularly important part of estate planning involves developing tools that are designed to help those with special needs, or those who have physical or cognitive disabilities. When family members of people with disabilities consider their loved one's future, they often worry that no one will be there to protect that person. For example, what will happen to  your child with special needs … [Read more...] about Basic Questions About Estate Planning – What is Special Needs Planning?

Filed Under: Special Needs Planning

Avoiding Special Needs Planning Mistakes

December 6, 2013 by Robert Kulas. Leave a Comment

A special needs plan is something that has to be carefully prepared and executed. Estate planning attorneys commonly help parents of children with disabilities create special needs plans that are suited to their individual circumstances. Because no two plans fit every situation, you need to be prepared to spend some time researching and developing the plan that is right for you. It is also … [Read more...] about Avoiding Special Needs Planning Mistakes

Filed Under: Special Needs Planning Tagged With: special needs

Support Autism by Educating Yourself About it

April 19, 2013 by Robert Kulas. Leave a Comment

The month of April is autism awareness month, a time when families with autistic children or other family members, as well as people not directly affected by the disorder, can take some time to educate themselves about this very common disability. Basics Autism affects every race, gender, social economic group, and ethnicity. It’s estimated that one out of every 88 children has been diagnosed … [Read more...] about Support Autism by Educating Yourself About it

Filed Under: Special Needs Planning Tagged With: special needs

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

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Janice M
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Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

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Mildred W.
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August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

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Joan C.
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We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

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