Parents and grandparents of disabled children face difficult questions about the future. Addressing the financial concerns of special needs family members can be a challenge, but effective solutions do exist. Teresa K. Bowman, P.A. in Sarasota works closely with clients who seek to provide financial support to loved ones without affecting their eligibility for government assistance. By crafting personalized legal instruments, I can relieve your stress and build a strong foundation for your loved one’s future.
Trusts are very flexible instruments that you can tailor to your specific needs. I work closely with you to create a trust that achieves your goals for your loved one. If you have questions or concerns about other issues associated with special-needs trusts, or your own long-term planning, I am ready to offer knowledgeable, compassionate help.
Teresa K. Bowman, P.A. advises people in Sarasota and Manatee counties on the creation and administration of special needs trusts. Please call 941-735-5200 or contact my office online to schedule an appointment.
"In October 2009, my fiancé (and future wife) and I wanted to have estate documents prepared. Upon the recommendation of friends, we contacted an elder law firm in Sarasota, FL. We were assigned to Teresa K. Bowman, an estate planning and elder law attorney. Over the course of several months, she helped us to develop and refine our documents to our exact specifications and requirements, with our complete satisfaction. During the next few years, various modifications to our documents were required, and she helped us to implement these changes, always with absolute professionalism and precision, and with a warm, friendly manner. Incidentally, Teresa Bowman, serving in the role of Justice of the Peace, presided over our wedding ceremony in May, 2010. It was the first wedding ceremony she had ever performed, so we trust that it is just as memorable an event for her as it was for us. In 2014, when Teresa Bowman established her own Estate Planning and Elder Law practice, we, of course, transferred our accounts to her new firm. She has since implemented additional modifications to our estate documents, with the same high level of service that we have come to expect and appreciate. We would have absolutely no reservations in recommending Teresa Bowman and her firm to anyone who has need of the services she renders." - Robert G. and Judith L. Hores