Jacksonville Medicaid Planning Lawyer

Florida Medicaid Planning is an important part proper estate planning.  As people age, Florida estate planning is often supplemented with Florida Elder law and often this includes Medicaid Planning. Florida and the federal government have very strict requirements for Medicaid Eligibility in Florida. There is a cap on income as well as assets.  These amounts change every year and are different depending on whether you are single or married and whether one person needs coverage or both need coverage.

As a Jacksonville Florida estate planning law firm we provide Florida Medicaid Planning. We often work with individuals who are moving to Florida or have assets in Florida with Estate Planning Documents that complement or increase the efficiency of their Estate Planning needs.

The primary difference between a Elder Medicaid Planning Attorney and Florida Estate Planning Attorney is that Medicaid Planning deals with the unique issues that face elderly clients in managing their long-term care.  The state of Florida offers many types of Medicaid Benefits.  One of the main programs involves Institutional Care (ICP) and this program has very strict eligibility requirements.  There is an income and asset test that must be met before the program covers the cost of care.

Often families have made transfers in the last 5 years that can disqualify individuals if they are not undone correctly and at the right time.  Some families yearly income is over the cap and in those cases Miller or Qualified Income Trusts can be used to qualify for the programs.

There are many articles on Florida Medicaid Planning on the Florida Estate Planning Lawyer Blog that may be helpful.

Many of the procedures are similar, but what is acceptable in Jacksonville estate planning can be devastating for elder law purposes.  Florida Elder Law can be though of Estate Planning with an emphasis on making sure the individual or their spouse is not disqualified for benefits they may need as they continue to age.


Our Jacksonville, Florida Medicaid Planning Attorneys and lawyers can help you understand your Medicaid benefit needs and other aspects of Florida Elder law. Please email a Florida Medicaid Planning Lawyer or  us at  (904) 685-1200 to discuss your situation with a Florida Medicaid Planning Attorney.

Below are some of the recent articles on Medicaid: