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Boca Raton Estate Planning Lawyer / Boca Raton Trust Professionals

Boca Raton Trust Professionals

The estate planning attorneys at SAMUELS WOOD PLLC create a variety of different types of Trusts for our elder law clients – revocable living trusts, irrevocable trusts, special needs trusts, Medicaid asset protection trusts, and more. Establishing and managing these Trusts appropriately can involve the advice and assistance of a wide variety of professionals – financial advisors, care managers, accountants, and others. The elder law attorney is the focal point that ties all of these professional services together. At SAMUELS WOOD PLLC, we have built a network of capable and trusted professionals in Boca Raton and surrounding areas. These professionals come to us when they believe their clients need a Trust to protect their interests, and we work with them when their services will benefit our clients and provide them with the comprehensive service they need and deserve. Learn more about some of these professionals below, and contact SAMUELS WOOD PLLC when you need sound advice and professional assistance from an experienced Boca Raton trust attorney.

Financial Advisors

A skilled and trusted financial advisor is a must when you are engaging in financial planning. There are so many considerations when planning for retirement, whether it is a few years or a few decades away. You want to afford to retire and live comfortably off your savings and investments while considering the possibility of needing long-term care and the desirability of leaving a legacy to family members or charities. Some considerations that need to be addressed are: are you risk-tolerant or risk-averse? Should you focus on growth or equity when building a balanced and diverse portfolio? Should you consider an annuity? What about a reverse mortgage?

A financial advisor can answer all your questions and address all your needs for wealth building, wealth management, asset preservation and risk management. In concert with your estate planning and elder law attorneys, a financial advisor can help ensure you generate and preserve the funds needed for healthcare and living expenses while leaving an ample inheritance as well.

Care Managers

Care managers are healthcare professionals with backgrounds in fields such as nursing, social work, or gerontology. They know about services that are available for seniors. They are familiar with the different programs and service providers, including which ones are worthwhile and which ones to avoid. They can evaluate your needs and connect you with a quality provider to serve those needs.

A care manager can also assess your eligibility for assistance. They advise you and advocate for you, connect you with service providers and arrange for the provision of the services you need. Care managers can be a key part of family support, checking in with elders and communicating with family members to help ensure seniors are being properly cared for.


Certified Public Accountants (CPAs) can of course advise on taxes and prepare tax returns, but they can also provide other valuable services. CPAs provide financial advice whenever it’s needed, along with accounting and financial management year-round. A CPA can be a financial planner or a business consultant who can prepare or review financial statements and help you understand them. A CPA is both a trusted financial advisor and a tax expert. Tax planning is often an integral part of Trust creation and is a driving force behind the creation of some Trusts. We work with CPAs in our network to make sure your tax-advantaged Trust is performing as you intend.

Personal Injury Attorneys

A personal injury settlement can create an urgent need to create or update an estate plan. You might need to create a Trust to set aside funds for your children or to pay for the healthcare needs of the accident victim; or you might desire an Asset Protection Trust to protect the settlement proceeds from creditors. Accident and injury victims might also need special planning including Powers of Attorney, health care documents and other advance directives. We can help ensure your settlement is structured appropriately along with creating necessary Trusts to consider tax consequences, asset protection, and other vital issues.


At SAMUELS WOOD PLLC, we concentrate on elder law, estate planning and probate in Boca Raton, and we work with a wide field of trusted professionals to make sure you are getting the best advice and comprehensive services you need. Call us today to discuss your needs and goals.

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