Legacy Solutions Law Firm was born from a simple, powerful observation: traditional estate planning often treats families like a one-size-fits-all problem. Founded by Attorney Randy Narkir after years of seeing families feel confused and vulnerable, the firm centers its practice on trust, relationships, and results. For families caring for a loved one with special needs or anyone who wants a plan tailored to their life, the difference between a generic document and a thoughtful strategy can be profound. This article explores how the firm approaches estate planning, special needs trusts, and real-world examples that demonstrate the value of customized legal solutions.
Comprehensive Estate Planning Built Around Your Family
Estate planning at its best does more than prepare documents; it creates a roadmap for the future that protects assets, clarifies intentions, and reduces stress for loved ones. At its core, effective estate planning uses instruments such as wills, revocable living trusts, durable powers of attorney, and healthcare directives to ensure legal and financial wishes are honored. Legacy Solutions Law Firm takes the additional step of designing each plan around the family’s dynamics, financial goals, and long-term care needs, rather than simply filling in a template.
Attorney Randy Narkir emphasizes listening first: learning who will manage affairs, who might need ongoing care, and what legacy the client hopes to leave. This approach allows the firm to address tax considerations, probate avoidance, and asset protection through appropriate trust structures. For many families, a well-drafted revocable trust is paired with a pour-over will to ensure continuity, while irrevocable trusts may be used to protect assets from long-term care costs or to qualify a loved one for public benefits. Throughout the process, clear communication is prioritized so that trustees and agents understand their roles and responsibilities.
Another critical element is contingency planning. Unexpected events—illness, incapacity, or sudden changes in family composition—require mechanisms that avoid court intervention and preserve dignity. Legacy Solutions Law Firm crafts durable powers and successor trustee designations to ensure seamless transitions. By focusing on individualized strategies rather than off-the-shelf answers, the firm helps families reduce conflict, limit litigation risk, and preserve both financial resources and relationships over time.
Special Needs Planning: Protecting Dignity, Benefits, and Future Care
Planning for a family member with disabilities demands legal tools that both protect assets and preserve access to public benefits like Medicaid and Supplemental Security Income (SSI). Generic estate plans can inadvertently disqualify a dependent from vital benefits or leave them financially vulnerable. Legacy Solutions Law Firm specializes in creating special needs trusts, ABLE account strategies, and guardianship alternatives designed to enhance quality of life without jeopardizing eligibility for government programs.
Special needs planning begins with a careful assessment of the individual’s current and projected needs—medical, educational, vocational, and social. From there, attorneys design a trust that supplements, rather than supplants, public benefits. A supplemental needs trust can pay for therapies, assisted technology, travel, and enrichment activities that benefits do not cover. The firm also addresses how distributions are managed, who serves as trustee, and how to coordinate inheritance language so an inheritance or life insurance proceeds do not become a barrier to care.
Families often find reassurance when long-term guardianship and decision-making strategies are clarified in advance. Legacy Solutions Law Firm offers alternatives where appropriate, such as supported decision-making agreements or limited guardianships, to maximize autonomy while ensuring safety. For those seeking more information, the firm provides educational resources and guidance tailored to Florida’s statutes and benefit rules, helping families make informed choices that protect both the person and their future access to care. For direct assistance with special needs planning in Florida, consider reaching out to Legacy Solutions Law Firm for a consultation that centers your family’s unique needs.
Case Studies and Real-World Examples That Illustrate Success
Practical examples highlight how targeted planning prevents common pitfalls. One family faced the risk of losing public benefits when an elderly parent intended to leave a significant inheritance to a son with disabilities. Without a proper vehicle, a lump-sum inheritance would have disrupted benefit eligibility. The firm implemented a properly funded special needs trust with clear trustee instructions, preserving both the son’s care and the family’s intent to provide additional support. The solution balanced immediate needs with long-term oversight, avoiding costly court proceedings and preserving benefits.
Another client sought to protect a small business passed between siblings. Rather than exposing the enterprise to probate and potential creditor claims, Legacy Solutions Law Firm created a tailored trust and buy-sell provisions that specified succession, management authority, and valuation methods. The plan included tax-minimizing strategies and contingency buyouts to maintain business continuity while protecting family relationships.
In a third example, a couple with blended family dynamics wished to ensure their biological children inherited specific assets while their spouse maintained lifetime support. The attorneys drafted a combination of life estate planning, marital trusts, and carefully worded beneficiary designations that balanced income needs with ultimate distribution goals. Clear trustee powers and succession plans reduced the risk of disputes and provided transparency for all beneficiaries.
These scenarios underscore a common theme: when legal strategies are crafted around the particularities of a family’s life—health, business interests, blended relationships, and long-term care needs—the outcomes protect assets and preserve relationships. Legacy Solutions Law Firm’s client-focused process, rooted in listening, education, and practical drafting, consistently delivers plans that are functional, enforceable, and aligned with each client’s values and priorities.