EXAMPLES OF PROBLEMS CAUSED BY NONLAWYER MEDICAID PLANNERS

What is the potential for harm to the public? Nonlawyer Medicaid planners expose Florida nursing home residents to various dangers, including the denial of Medicaid eligibility ineligibility penalties, costing tens or hundreds of thousands of dollars, because of wrongful transfers or purchasing unfit financial products exploitation of vulnerable, unsuspecting Florida citizens leaving seniors and their [...]

By | October 29th, 2018|Medicaid|0 Comments

WHO ARE NONLAWYER MEDICAID PLANNERS?

Individuals and companies with no license to practice law, yet stake their claim as Florida “Medicaid planners” run the gamut. Individuals as Medicaid planners Public record shows that the following types of individuals have been Medicaid planners in Florida: annuity salesmen insurance salesmen geriatric care managers Florida licensed nurses former nursing home employees former DCF [...]

By | October 24th, 2018|Medicaid|0 Comments

WHAT SORT OF TRAINING, EDUCATION AND LICENSING DO NONLAWYER MEDICAID PLANNERS HAVE?

What is the background, education and knowledge base of nonlawyer Medicaid planners? Annuity and insurance sales agents Annuity and insurance sales agents sell annuities, life insurance and related financial products and earn commission from the sale. There is no requirement for a college degree, but a sales agent must pass a state insurance commission exam [...]

By | October 18th, 2018|Medicaid|0 Comments

WHO REGULATES NONLAWYER MEDICAID PLANNING IN FLORIDA?

Nonlawyer Medicaid planning is a completely unregulated business. As the Florida Supreme Court reaffirms in the 2015 Advisory Opinion, there is no state or federal agency to license and regulate Medicaid planners. Likewise there are no educational, testing or advertising requirements. While someone might hold a professional license to sell annuities or practice financial planning, [...]

By | October 9th, 2018|Elder Law|0 Comments

NURSING HOME REFERRAL LIABILITY

It is very common for seniors who need help qualifying for Medicaid to accept referrals from trusted sources—such as family, friends, social workers, nursing home administrators and hospital discharge planners. The trouble is, these referrals are frequently to nonlawyer Medicaid planners. In some cases, referrals are made without the knowledge or awareness of the nursing [...]

By | October 1st, 2018|Elder Law, Medicaid, Nursing Home|0 Comments