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...
Desde hace muchos años, la planificación del retiro para futuro ha tenido un solo significado, la planificación del estado...
Many years ago, planning for the future meant retirement and estate planning. In recent years, planning for the future has taken on new meaning. It now includes planning for long term care. This change in society is a result of an aging population Living beyond...
When a person applies for Medicaid, the inclusion of all or a portion of the value of vehicles, as well as the determination of value, differs according to the Medicaid program. Specifically, a person applying for Nursing Home Medicaid, who may or may not have...
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...
The Medicaid application process can be a difficult undertaking. Even nursing homes, who regularly file Medicaid applications, can encounter problems when applying or re-certifying a case for Medicaid. Here are a few basic tips to assist when applying for Medicaid. Since the Medicaid application is done...
Although much has been written about Lady Bird Deeds, there still persist many unresolved issues and differences of opinion. For example, The Fund has been clear about not insuring title when a life tenant under a Lady Bird Deed reconveys the property to himself or...
Some of the typical Lady Bird Deed scenarios include a husband and wife retaining a life estate, with the remainder to children upon their death. The remaindermen can be tenants in common or joint tenants with right of survivorship. If there are several remaindermen and...
The Funds’ position regarding judgments against the life tenant or remainderman, death of the remainderman prior to the life tenant, homestead, and elective share are discussed below. Judgments recorded against the life tenant in the county where the property is located will be insured depending on...
When families meet with our Elder Law Attorneys, they sometimes ask if The Department of Children & Families (DCF) will regard some of the funds in a joint bank account as belonging to the family member and not the Medicaid applicant. On the surface it...