Estate Planning / Special Needs Planning

Estate Planning

Satel Law is poised to assist you with all of your estate planning needs. While a will is a legally binding document that details the distribution of assets after your death, an estate plan is a broader term. Estate planning is the process of arranging the distribution of your assets in a way that maximizes the benefits received by your beneficiaries.

With an estate plan, you can give direction regarding personal matters that cannot be handled by a will, even if they are mentioned in a will. A comprehensive estate plan should include the following:

  • Wills
  • Trusts (plus a “pourover” will)
  • Durable Power of Attorney 
  • Designation of Health Care Surrogate
  • Living Will
  • HIPAA Authorization
  • Beneficiary designations
  • Superannuation/Company pension plan
  • Property transfer
  • Transfer of financial assets

Estate planning allows you to name a guardian or trustee to ensure that appropriate protections are in place for the beneficiaries, to ensure smooth transfer of business assets, to purchase your shares, and to distribute your estate among the beneficiaries according to your wishes.


Special Needs Planning

An estate plan is important for every adult, but it is essential for people who have dependents with special needs. There are a variety of ways to approach establishing long-term plans for special needs dependents. Carefully assessing your estate is the first step in determining the best course of action. 

The essence of all special needs estate planning is to ensure that the portion of the parents’ estate, which passes to their special needs child at the time of their death, is not considered an available asset as defined by public benefit agencies. We work with you to preserve public benefits for the disabled child while supplementing and enhancing the child’s life.

Satel Law is well-versed on all of your estate planning options and ready to guide you toward the best customized plan for your family’s future.

Contact Us

SATEL LAW, PLLC

3903 Northdale Blvd., Ste. #100E
Tampa, FL 33624


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