Memorandum of Intent in Special Needs Planning
What Information Goes into a Memorandum of Intent?
The letter provides detailed information about your child’s medical care, including:
- The names and contact information for doctors, therapists, and hospitals.
- Lists of medications that should be taken or avoided.
- Information about your attorney, power of attorney, successor trustees, caregivers, and caseworkers.
The memorandum of intent also describes your child’s daily routine, favorite pastimes, favorite foods, and foods to be excluded from your child’s diet. It also mentions your child’s educational experiences, how you would like your child to be educated in the future, your child’s desire to have a career, and any skills that your child possesses. You may include such details as the types of classes, names of schools, preferred teachers, and any extra-curricular activities.
Contact Lorenzo Law Today
If you are considering establishing a special needs trust for your loved one, be aware that the process can get a lot more complex than it might first appear. Contact estate attorney Jose Lorenzo by calling (305) 999-5411, completing our online contact form or visiting one of our offices in Coral Gables and Ft. Lauderdale. We handle cases throughout the entire state of Florida.