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Our NAELA membership demonstrates our recognized commitment to providing our clients with the highest quality expertise and service in the area of legacy wealth planning, estate planning and elder law.

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image_2Advanced Planning

When planning for one’s future, it is important to consider not only what your needs will be as you age but also what your needs might be if you become ill or injured.


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Florida Senior Information Center – Medicaid and Legal Planning
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Click here for additional Florida Medicaid Information, Assistance with Estate Planning and Veterans Benefits

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Do you need answers to areas of concern for a senior?:
We concentrate our practice in areas that pertain specifically to the elderly and aging legal issues.
For additional Florida Medicaid Information, Assistance with Estate Planning and Veterans Benefits, Click here to visit Senior Information Centers.

Wills & Trusts:

  • If I have a will, will that prevent Probate?
  • My estate is small. Do I need a will anyway?
  • Can I appoint a guardian for a minor child in my will?
  • How does a Living Trust help me avoid Probate?
  • What is the difference between a revocable trust and an irrevocable trust in Florida?
  • Can the Grantor of a Living Trust appoint himself as the Trustee?
  • How can I keep my son-in-law and daughter-in-law out of the estate?
  • Can I control how my money is disbursed after my death to my heirs?
  • How a trust can be beneficial in a second marriage?
  • More info on Wills and Trusts

Florida Medicaid:

  • How do I qualify for Florida Medicaid if I need a nursing home?
  • Why can’t I simply give my money to my children in order to qualify for Medicaid?
  • Florida Medicaid laws are complex. Can a lawyer specializing in elder law help me understand them?
  • Why can’t I simply put my money in a Medicaid Annuity?
  • If I have assets left when I die, can Medicaid take them?
  • New rules apply Deficit Reduction act of 2005 enacted in Florida November 2007.
  • Do not pay high legal fees.
  • Too much income? No Problem.
  • Too many assets? No Problem.
  • More info on Florida Medicaid

Advanced Planning:

  • What documents are included in Advanced Planning?
  • How can a lawyer assist with advanced planning for myself or for my elderly mother or father?
  • Will a Health Care Surrogate prevent the need for a guardianship for an elderly individual?
  • If I have a Living Will, do I need a Health Care Surrogate?
  • If I have a Living Will, do I need a Do Not Resuscitate Order (DNRO)?
  • More info on Advanced Planning

Living Trusts

A Trust is a legal entity that is an efficient and flexible estate planning tool. A Trust is created to own, manage, and distribute assets to beneficiaries with minimal involvement from the courts thus avoiding the probate process. Trust can be revocable or irrevocable trusts.

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Living Trusts are valid in all 50 states. However, we advise that if you move to Florida that you have your trust amended to Florida laws and change of address be made. More info on Living Trusts