This article reviews the most common Florida medicaid planning myths perpetuated by really smart estate planning attorneys.
Elder Care
What Does It Mean to Have Medicaid Planning
Medicaid planning involves legally and ethically protecting assets for those who do not already qualify for Medicaid (because their income or assets are too high).
Florida ABLE Accounts and Special Needs Trusts
As an elder law attorney, who focuses on Medicaid planning, more attention is being brought to ABLE accounts and how they interact with special needs trusts in Florida.
What is the ABLE Act?
Achieving a Better Life Experience (ABLE) Act went into effect on July 1, 2016. The ABLE Act authorizes the establishment of a special savings/investment account that has a tax-advantaged status.
How First Party Special Needs Trusts Can Safeguard SSI and Medicaid Eligibility in Florida
Legal guidance on first-party special needs trusts. Protect benefits eligibility while providing for your loved one’s future.
Can I Get Medicaid if I Have Money in the Bank?
Understand Medicaid eligibility with existing bank accounts. Learn about asset limits and strategies to qualify for benefits.
What is the HEMS Standard (Health Education Maintenance & Support)?
This article describes what a trustee, subject to a HEMS standard of distribution has to consider for the trust beneficiaries
Countable Assets vs. Uncountable (Exempt) Assets for Medicaid in Florida
Explore the differences between countable and exempt assets for Medicaid in Florida, including how Medicaid spend down and other strategies work for long-term care eligibility.
Jason Neufeld Esq Receives 2024 Attorney of the Year Award
Miami, Florida — Coast to Coast Legal Aid of South Florida, a prominent Broward Legal Aid organization, is proud to announce that elder law attorney Jason Neufeld has been named the 2024 Attorney of the Year.
Can a Trust Actually Protect Your Assets From a Lawsuit?
Understand how trusts can protect your assets from lawsuits and the limitations of this legal strategy.