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Income Test

In Florida, Medicaid eligibility depends on the amount of income that are available to the individual requiring services. The maximum income that an individual can have is $2194 / month. The income of their spouse is not counted. If an individual in need of Medicaid has income in excess of the $2194 we can prepare a Miller Trust or Qualified Income Trust to allow the individual to qualify.

The income trust works by taking the exce3ss gross income and depositing the excess into the account prior to applying for Medicaid and during each month.

To evaluate income we must look at all sources of joint income and those available to the individual including

  • Social security ( gross amount)
  • Pensions
  • Retirement plans
  • Interest from checking, savings, CD's, bonds, insurance annuities.
  • Pensions from deceased spouse
  • rental income
  • dividends from companies

If you have questions about Medicaid or would like more information about Medicaid in Jacksonville or other areas of Florida, CONTACT our Florida Elder Law Lawyers by email or call us at 904-685-1200 to discuss your situation today. For Medicaid related issues we offer a free 30 minute initial consultation and additional time is billed at hour standard hourly rates. When employed to work on Elder law issues, any fees for the initial consultation will be credited to the new retainer.

Client Reviews
After years of trying to protect my assets from creditors, I was shocked to find out that my assets were unprotected in ways I had never considered. Not only had I placed my assets at risk from my mother's creditors, but I had placed my assets at risk from other family members who were intent on manipulation. When my mother died, I discovered that a family member had changed my mother's estate planning documents. Mr. Goldman and his team were able to explain what went wrong and successfully defended my position in court. During the case, I learned that I could have had much better protection from family and creditors, thus avoiding years of litigation and undue familial stress. When it comes to protecting your assets and your family, I would highly recommend hiring Mr. Goldman and his team. Bill H.
As a real estate agent, I have been involved with many property transactions where I needed a probate attorney to help facilitate the transaction. I have used the services of Mr. Goldman and his staff over the last several years and continue to use them on a regular basis. His office has been able to navigate the court system and help estates sell their property quickly and efficiently. In addition, Mr. Goldman can help real estate investors structure trusts to protect their assets from creditors. Michael Starling
This office is fantastic. I was faced with a horrible situation and this office helped to put an end to the untenable situation. Ms. Kendal Schoepfer was always available before, during, and after office hours to answer any questions that I had. I highly recommend this law office to all. Tisha Brown
Kendal was an amazing answer to a difficult time. Highly recommend her!!! Dana Ramsey