Legacy Solutions Law Firm: Personalized Estate and Special Needs Planning That Puts Families First

Attorney Randy Narkir founded a practice born from frustration with cookie-cutter documents that left families exposed. At the core of this approach is a commitment to trust, meaningful relationships, and measurable results—helping clients feel secure and understood, especially when planning for a loved one with special needs. The goal is to create flexible, legally sound plans that protect assets, preserve benefits, and ensure peace of mind for every generation.

Personalized Estate Planning Designed Around Your Family

Too many estate plans are created as though every family’s situation is identical. A truly effective plan requires a careful assessment of family dynamics, financial realities, and long-term care needs. Legacy Solutions Law Firm emphasizes bespoke strategies—wills and revocable living trusts are drafted not merely to pass assets, but to manage how those assets are used over time, minimizing probate, addressing taxes, and protecting inheritances from creditors and predators.

For families with a member who has a disability, standard distributions can unintentionally disqualify that person from critical government benefits. Tailored tools such as supplemental needs trusts, pooled trusts, and ABLE accounts are integrated into a larger plan to preserve eligibility for Medicaid and Supplemental Security Income while enhancing quality of life. Equally important are durable powers of attorney and advance health care directives designed to ensure that trusted agents can act immediately if incapacity occurs, avoiding costly guardianship proceedings.

A comprehensive plan also anticipates life changes: marriages, divorces, business sales, retirement, and the evolving needs of children or aging parents. Asset protection strategies, Medicaid planning, and long-term care contingencies are layered into documents so that a family’s intentions remain intact no matter what the future brings. The result is a plan that does more than distribute assets—it secures a family’s legacy, preserves benefits, and minimizes confusion during emotional times.

How Legacy Solutions Builds Trust: Process, Team, and Long-Term Support

The hallmark of a trusted practice is process. Legacy Solutions Law Firm starts by listening—deeply and patiently—to understand not just the facts of an estate, but the values that should guide decision-making. That client-first approach means sitting with families, explaining options in plain language, and co-creating a plan that fits rather than imposing one-size-fits-all templates. This iterative process builds confidence and ensures documents match real-life goals.

Behind that process is a multidisciplinary team that supports implementation and ongoing maintenance. Attorneys collaborate with paralegals, financial planners, and care coordinators to map out cash flow, benefits interaction, and potential future needs. Estate documents are crafted with an eye toward clarity and enforceability, and post-signing services include reviews after major life events and assistance coordinating beneficiary designations, titling, and trust funding.

Continuity of care matters. Legacy Solutions approaches client relationships as long-term partnerships—walking alongside families instead of simply delivering documents and moving on. This philosophy is reflected in regular plan reviews, proactive updates for tax or law changes, and emergency response procedures for incapacity or unexpected loss. For families seeking a law firm that balances compassion with technical expertise, visiting Legacy Solutions Law Firm connects them with advisors who prioritize both the legal mechanics and the human story behind every plan.

Case Studies and Real-World Examples of Tailored Planning

Case Study 1: Protecting Benefits for an Adult Child with Disabilities. A couple faced the dilemma of leaving an inheritance to their adult son, who receives SSI and Medicaid. A straightforward bequest would have disqualified him from benefits. The firm recommended a supplemental needs trust funded by the parents’ trust and structured distributions for housing and therapy through a third-party trustee. With careful coordination, the son’s benefits continued uninterrupted while his quality of life improved through supplemental support.

Case Study 2: Medicaid Crisis and Asset Preservation. An aging widow required long-term care and faced rapid asset depletion. The team performed a thorough review of income streams, countable assets, and timing, then implemented a Medicaid-compliant plan that included a combination of annuitization and trust-based transfers designed to protect the home and certain savings for a surviving spouse. The strategy minimized spenddown and preserved a portion of the estate for heirs.

Case Study 3: Blended Family and Business Succession. A blended family with a privately held business needed a plan that balanced spousal support with children’s inheritance and business continuity. The solution combined buy-sell agreements, a dynasty trust to protect the business interests, and tailored distribution provisions to ensure liquidity for non-business heirs. The plan reduced conflict risk, clarified roles, and created a roadmap for the business transition while honoring family priorities.

Each example illustrates how granular analysis and creative legal tools—special needs trusts, ABLE accounts, Medicaid planning, durable powers of attorney, and customized trust provisions—work together to deliver practical outcomes. The common thread is an emphasis on empathy, clarity, and proactive planning to protect both individuals and family legacies.

Comments

No comments yet. Why don’t you start the discussion?

Leave a Reply

Your email address will not be published. Required fields are marked *