Yikes! Who Did I List As Beneficiary?

Yikes! Who did I list as Beneficiary? Often when an Elder Law attorney meets with a client it includes discussing how the client may want their bank accounts, brokerage accounts, and other assets distributed at death. Many clients are surprised to hear beneficiary designations trump what they have listed in their Last Will and Testament.…

Legal Documents for Travel

Legal Documents for Travel Plan Ahead We planned a trip to Vietnam over one year ago and are now on our way.  While we are very excited, there also is a lot of curiosity about what we will experience when we arrive.  Never having flown on such a long flight, I’m hoping that sleep comes…

I WANT MY CHILDREN TO BE EQUAL

I WANT MY CHILDREN TO BE EQUAL Clients often state when deciding who to name as their Agent under the Durable Power of Attorney that they would like their children to each be able to act.  While that is a nice idea, it is often difficult, if not impossible to determine how your children will…

Florida Medicaid Long Term Managed Care Update

Florida Medicaid Long Term Managed Care Update It’s hard to believe it’s been 5 years since the initial implementation of the Statewide Medicaid Managed Care Long Term Care program (SMMC LTC).  For those of you not acquainted with the program, the LTC program provides nursing facility and home based services to adults who meet the…

ABLE Accounts Are Coming July 1.

ABLE Accounts (they are not “Trusts”) are coming to Florida July 1, 2016. ABLE United is Florida’s ABLE program and will start taking participants July 1. ABLE accounts can be very helpful and powerful tools for certain individuals with disabilities. Remember, to use an ABLE account the disability has to have occurred prior to age…

ABLE United

Florida ABLE (to be called ABLE United) is scheduled to launch in June, 2016.  A lot has occurred since we last posted on this subject earlier in the year.  We have Policy adopted by Social Security in the form of a new POM, SI 01130.70.  We have the point person for ABLE in Florida, Will…

Welcome Kimarie

Special Needs Lawyers welcomes Kimarie Bock as our new office manager.  Kimarie is a graduate of the University of South Florida and also attended the University of West Florida in Pensacola and Spring Hill College in Mobile Alabama where she played on both school’s College Women’s Basketball Teams.  Look for Kimarie out at some of…