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Recent Blog Posts
Things to Consider When Naming a Trustee
When you establish a trust–whether it’s a revocable living trust, a testamentary trust, or a special purpose trust such as a special needs trust–you’ll need to name a trustee. Picking the right trustee is critical to ensure that the goals of the trust are fulfilled and that your finances, and your family, are protected…. Read More »
Planning for Disabled Children
Planning for the future of your children is always important, and it always requires care and forethought. When your child has a disability, however, it’s even more vital to have a secure plan in place. You need to know that your child will be cared for in all eventualities, especially if you become ill… Read More »
Understanding Your 2023 Long-Term Care Benefits
Long-term care is expensive, costing thousands of dollars a month. For most people, it’s an impossible expense without assistance. It’s important to start planning for your elder years, or for the possibility of earlier disability, while you are still able and working. There are a few different options for long-term care coverage in Florida,… Read More »
What Is a Medicaid Asset Protection Trust?
Long-term care is prohibitively expensive for many people. Medicaid and other needs-based programs can help pay for long-term care, but their standards for eligibility can be difficult to meet without planning. Dumping assets to qualify for Medicaid can create more problems than it solves. Legal solutions are available for people hoping to qualify for… Read More »
Florida Medicaid Myths
When it comes to understanding Medicaid, there are a lot of misconceptions and misunderstandings regarding how to qualify, what Medicaid can and can’t be used for, and even just exactly what Medicaid is. Below we explore and explain some common myths about Medicaid in Florida. For help addressing Medicaid issues in Florida now or… Read More »
What is spouse refusal for Medicaid planning?
Florida Medicaid is a state and federal partnership that provides health coverage, including long-term care, for selected categories of people with low incomes. Medicaid can literally be a lifesaver for people who cannot afford health insurance or health care coverage without assistance. Unfortunately, Medicaid can be difficult to qualify for due to its extremely… Read More »
What Are the Responsibilities of a Trustee of a Special Needs Trust?
A special needs trust can be an invaluable legal tool for parents of adults with special needs. A special needs trust allows a party to provide financial support to an individual with special needs without affecting the beneficiary’s eligibility for needs-based governmental programs such as Medicaid or Social Security benefits. Like other trusts, special… Read More »
Essential Characteristics of a Special Needs Trust
Special needs trusts (SNTs) are trusts designed to allow beneficiaries to receive supplemental benefits without affecting eligibility for Medicaid, Supplemental Security Income (SSI), and other needs-based programs. In order to qualify as SNTs–meaning the disbursements from the trust will not be counted as income and the assets in the trust will not count as… Read More »
What Are the Advantages and Disadvantages of a Special Needs Trust?
Special needs trusts (SNTs) can be extremely useful tools to provide supplemental income to an individual who needs special care but lacks the funds to pay for it. With proper utilization of an SNT, an individual can receive disbursements from the trust without affecting their eligibility for Supplemental Security Income (SSI), Medicaid, and other… Read More »
What Can a Special Needs Trust Be Used and Not Used to Pay For
Governmental programs such as Medicare and Supplemental Security Income (SSI) provide necessary assistance to individuals who need care but lack the funds. Those programs help a person with disabilities afford many of the basic necessities of life, including housing and medical care. However, if a person earns too much income, or is gifted too… Read More »