We serve as a resource of specialized information and knowledge about preserving settlement proceeds and inheritances in special needs trusts, guardianship, probate, estate planning, and other elder law issues. Legal professionals counsel with us about:
Advancing a lawsuit by initiating a guardianship proceeding for a client who is a minor or, an incapacitated adult who does not have a Durable Power of Attorney.
Assisting their client by preparing a Special Needs Trust so settlement proceeds can be used to supplement government assistance and enhance the client's quality of life.
Their ethical obligation to the client and their duty to report the settlement to the Agency for Health Care Administration.
Avoiding malpractice when representing a client receiving public assistance by being aware of structured settlements, special needs trusts and the laws that govern public assistance programs.
Knowing what legal documents a plaintiff should have in place to avoid guardianship in the event of their mental incapacity during the lawsuit.
Deciphering the myths and facts about Medicaid and asset protection planning.
Understanding how allocating settlement proceeds to a spouse or minor child's derivative claim presents unique issues for those receiving public assistance benefits and the solutions for preserving their government eligibility.
Facilitating the settlement and mediation process by providing you and your client with strategic planning options along with the benefits and drawbacks of each.
Educating themselves and their staff through a Florida Bar approved CLE course that explains the Medicaid Third Party Liability Act, the Medicaid Estate Recovery Lien and how to preserve settlement proceeds.
We offer a Florida Bar approved advanced level continuing legal education program entitled "Preserving the Personal Injury Settlement for the Aged and Disabled Client" at your office or bar association for CLE or certification credits.
We offer a Florida Bar approved advanced level continuing
legal education program entitled "Preserving the
Personal Injury Settlement for the Aged and Disabled Client" at
your office or bar association for CLE or certification credits.
We would be pleased to provide you with a reference
list of professionals who have retained our services.
