Felix Varnum
Partner, trusts and special needs planning
Felix drafts revocable trusts and special needs trusts, and the deeds, account letters and beneficiary forms that make a trust actually hold what it should.
Works on
- Revocable living trusts
- Special needs trust planning
- Deeds and funding
- Beneficiary reviews
Felix’s admissions, courts and schools
- Bar admissions
- Florida2012
- Courts
- Twelfth Judicial Circuit2012U.S. District Court, Middle District of Florida2014
- Education
- LL.M., Estate Planning, University of Miami School of Law2013J.D., University of Florida Levin College of Law2012
- Languages
- EnglishPortugueseConversational
- Memberships
- The Florida Bar, Real Property, Probate and Trust Law Section
A trust is only as good as its funding
Felix has seen too many signed trusts that held nothing, because the house and the accounts were never moved into them. So the plan isn’t finished, in his view, until the deed is recorded and each bank has its letter.
For families with a child who gets SSI or Medicaid, he writes the special needs trust and the letter of intent with the parents, and sends grandparents the wording for their own plans.
He reads every plan the firm drafts before it reaches the client, and runs the three-year reviews.
Talk to Felix
The first meeting takes about an hour, at the office or by video.