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Recent Blog Posts
Is There a Difference Between a Supplemental and Special Needs Trust?
Special needs trusts and supplemental needs trusts have similar names and appear to serve a similar purpose: They are meant to offer resources to persons who also receive public benefits such as Medicare and Medicaid without upsetting their eligibility to receive those benefits. Are they actually the same thing, or do the terms describe… Read More »
Consideration When Naming a Guardian in Your Will
Planning for your family’s future in the event of your passing is about more than deciding who gets what property. If you have young children, you need to ensure that they are well-cared-for, even if you unexpectedly pass away. You can choose who the court should name as legal guardian for your kids upon… Read More »
What’s the Difference Between Elder Law and Estate Planning?
Many people confuse elder law and estate planning or use the terms interchangeably. While both areas of law are important, and many attorneys offer both sets of services to the same clients, the two fields do serve distinct goals. When you are planning for your financial future and the future of your family, it’s… Read More »
Housing Options for Adults With Special Needs
Caring for children with special needs can be a challenge, involving added expense, effort, and complications to the typical hurdles that go with raising any child. When those children become adults, or if an adult otherwise becomes disabled due to illness or injury, the attendant costs and challenges are multiplied. Thankfully, we are no… Read More »
Can I Create a Special Needs Trust and Be Eligible for Medicaid and SSI?
If you or your spouse has special needs, you know that it can be costly to ensure that your or their needs are met, especially if you’re dependent on public benefits such as Medicaid or Supplemental Security Income (SSI). While it can be costly to afford basic expenses along with all of the treatments… Read More »
What You Need to Know About Estate Tax in FL
When preparing wills and trusts, our clients often ask about the estate tax (or “death tax”). The estate tax is often the bane of any estate going through probate, forcing beneficiaries to deal with a second round of taxation before they are entitled to collect their inheritance. While Florida law is especially favorable to… Read More »
What is Florida Medicaid Managed Care?
Florida’s Statewide Medicaid Managed Care (SMMC) program is the program through which most Medicaid recipients receive Medicaid services. The SMMC includes three different programs: The Managed Medical Assistance (MMA) Program, the Long-term Care Program (LTC), and the Dental Program. MMA covers medical services like doctor visits, hospital care, and transportation to these services; most… Read More »
Can You Use Out of State Medicaid in Florida?
Clients frequently ask us: If I have Medicaid from another state, will I be covered in a Florida hospital? Or, conversely, will my Florida Medicaid cover me if I am injured in another state? Medicaid is a federal program, so it stands to reason that it would apply across state lines. Unfortunately, the answer… Read More »
What are the Florida Medicaid Requirements?
Florida Medicaid is a needs-based governmental program operating as a collaboration between state and federal authorities. The program is only available for certain Floridians who satisfy certain criteria. The eligibility criteria update and change regularly, which is why it is all the more important to work with a seasoned West Palm Beach Medicaid planning… Read More »
What is a Special Needs Trust?
Long-term and end-of-life care are expensive. The costs can be even more exorbitant when a person is disabled. To avoid going bankrupt paying for medical costs and other expenses, needs-based governmental assistance programs such as Medicare, Medicaid, and Supplemental Security Income (SSI) are a must. These programs carry specific requirements, including strict limits on… Read More »