Elder Law

02 Jan LEONARD E. MONDSCHEIN, J.D., LL.M, CELA, CAP receives “The Jerome Solkoff Advocacy Award”

Posted at 19:16h in Elder Law

LEONARD E. MONDSCHEIN, J.D., LL.M, CELA, CAP receives, "The Jerome Solkoff Advocacy Award" The Academy of Florida Elder Law Attorneys (AFELA) presented "The Jerome Solkoff Advocacy Award” to Leonard E. Mondschein at the organization’s annual meeting in December, 2022. The annual award is given to an...

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15 Jul All Powers Of Attorney Are Not The Same

Posted at 19:22h in Elder Law

When a person is mentally incapacitated, it is important to have a power of attorney already in place in order to take care of his or her affairs. There are many tasks, such as banking, bill paying, and creating other legal documents, that have to...

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04 Apr Planning for Married Couples: PART 4 – flexibility in plan

Posted at 23:21h in Elder Law

Building Flexibility into the Estate Plan Formula Clauses: “Disclaimer Funded Credit Shelter Trust” The most flexible trusts include the “Disclaimer Funded Credit Shelter Trust” and the “Clayton Trust.” The discussion below explains the benefits of each trust. Disclaimer Funded Credit Shelter Trust: With a disclaimer funded Credit Shelter...

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21 Mar Planning for Married Couples: PART 2 – Asset protection

Posted at 23:18h in Elder Law

Strategy for Asset Protection: Inter Vivos (Lifetime) QTIP Trusts: For married couples who are concerned with asset protection, non reciprocal inter vivos QTIP trusts may be considered. Using this planning technique, each spouse creates and funds an inter vivos QTIP trust for the benefit of the...

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21 Dec CUAN PRONTO, PUEDO CUALIFICAR PARA EL BENEFICIO DE MEDICAID, 
EN EL ESTADO DE LA FLORIDA

Posted at 16:53h in Elder Law

Una de las primeras preguntas que el cliente en prospecto, me hace en relación al tema de la crisis de derecho de los ancianos, como consulta es, “Cuan pronto puedo yo calificar para Medicaid?” La repuesta a esta pregunta, depende de los hechos del caso. Para...

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01 Apr LONG TERM CARE INSURANCE AND ANNUITIES

Posted at 19:54h in Elder Law

The following audio presentation was recorded at the Elder Law Section of The Florida Bar’s “Essentials of Elder Law” program in Orlando, Florida on January 15, 2015. This program was presented to Elder Law Attorneys seeking a solid background on the most important areas of...

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06 Oct HOW TO DECIDE WHO SHOULD BE YOUR HEALTH CARE SURROGATE

Posted at 12:54h in Elder Law, Healthcare

  Choosing a Health Care Surrogate (HCS) is a critical part of a client’s estate plan, since the person that the client is appointing may determine his or her future healthcare needs. However, most clients concentrate on their wills or trusts and spend very little time...

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04 Feb Part One: What’s New in the Social Security Administration’s Approach to Special Needs Trusts?

Posted at 18:07h in Elder Law, Special Needs Planning, Special Needs Trust

Part One Establishing a Self-Settled Special Needs Trust Is Easier Said Than Done: A Two-Step Process Under the POMS, the resource counting provisions of Section 1613(e) do not apply to a trust: 1. Which contains the assets of a disabled individual under 65 years of age: 2. Which is established...

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20 Dec What is Elder Law?

Posted at 05:59h in Elder Law

Miami Elder law is a specialty of law that addresses the rights of the elderly. It is a broad area of law that encompasses many distinct specialties. National and State Certification exams require an understanding of almost twenty areas of law. Some of these specialties...

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18 Nov Leonard E. Mondschein Speaks at NAELA D.C. Conference

Posted at 19:34h in Elder Law

Leonard E. Mondschein, Chair of The National Academy of Elder Law Attorney's Practice Development/Practice Management Section organized and helped present a one-half day program at the 2012 NAELA D.C. Conference on November 8, 2012, entitiled "Advancing Your Practice." This program was attended by almost 100...

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