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Elder Lawyer in Boca Raton

The Siegel Law Group, P.A.in Boca Raton, Florida helps South Florida families, seniors and their loved ones prepare for the future with personalized Elder Law strategies.

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On This Page
  1. Why Choose The Siegel Law Group, P.A.?
  2. The Many Ways Our Boca Raton Elder Attorneys Help
  3. How Older Adults and Their Loved Ones Benefit From Elder Care Law
  4. What Does an Elder Law Attorney Do?
  5. Do I Need an Elder Law Attorney?
  6. Our Boca Raton Elder Lawyers Protect Your Loved Ones

As we get older, health issues or other challenges can make it hard to manage our own decisions. Elder law and long-term care planning help you stay in control by making your wishes known ahead of time. With the guidance of a Boca Raton elder lawyer, you can ensure your health and future are handled the way you want if you’re ever unable to decide for yourself.

At The Siegel Law Group, P.A., our experienced elder law attorneys can guide you through the process of establishing a plan that addresses your unique needs. We have been serving our clients for over 22 years. Contact us today to schedule a free consultation.

Why Choose The Siegel Law Group, P.A.?

We help our clients and their families have better futures by addressing elder law concerns and preparing for life’s challenges. We offer personalized solutions tailored to your needs while protecting your family’s legacy.

You can rely on our team to be here for you:

  • No-cost first meeting: Your initial consultation is free. It’s a chance to talk through your situation, understand your choices, and see how we can help.
  • Trusted by clients: People who work with us consistently share positive feedback. With more than 200 five-star Google reviews, our reputation reflects the care, respect, and dependable legal support we provide.
  • Support that lasts: Planning for the future doesn’t end once documents are signed. As your needs and circumstances change, we help update your plan and make sure it continues to protect you. We’re here not just for today, but for the years ahead.

We know that when it comes to legal matters, timely answers are important. Our team responds quickly to your calls, emails, and messages. You can count on us to keep you informed every step of the way, explain your options clearly, and address any concerns as they arise.

For a free legal consultation with a Estate Planning lawyer serving Boca Raton, call 561-955-8515

The Many Ways Our Boca Raton Elder Attorneys Help

Aging doesn’t have to mean uncertainty. Our Boca Raton elder law attorneys help you protect your assets, prepare for future care, and reduce stress for you and your loved ones. With guidance tailored to your goals, we focus on long-term stability, dignity, and security.

Our legal team of Boca Raton elder lawyers includes:

  • Medicaid planning lawyers in Boca Raton:  Our attorneys help you qualify for Medicaid while protecting the assets you’ve worked hard to build, so you can afford care without sacrificing your financial security. The cost of assisted living or nursing care can drain savings quickly. Many people worry they’ll lose everything to pay for care.
  • Long-term care planning lawyers in Boca Raton: Because Medicare doesn’t cover most long-term care expenses, planning is critical to avoid financial hardship. Future care needs can be unpredictable. Whether you may need support at home, an assisted living setting, or full-time medical care, we help you prepare in advance.

Getting older brings unique legal, financial, and care-related decisions. We don’t use one-size-fits-all solutions; we take the time to understand your situation and create a plan that truly fits your needs. We will help you move forward with peace of mind and a clear path ahead.

Boca Raton Elder Lawyer Near Me 561-955-8515

How Older Adults and Their Loved Ones Benefit From Elder Care Law

Our experienced elder law attorneys in Boca Raton offer older Americans and their loved ones comprehensive legal support. Seeking the assistance of our elder law attorneys offers multiple benefits, including:

  • Solutions based on legal knowledge and experience: Our elder law attorneys understand the legal issues related to seniors, aging adults, and individuals with disabilities.
  • Securing your long-term care: With the help of our experienced elder lawyers in Boca Raton, seniors can prepare for potential health care needs, access vital services, and navigate complex health care systems with ease.
  • Plan before an emergency occurs: You can create a plan and protect yourself before a crisis occurs in the future by designating a trusted individual or individuals with your care.
  • Making your health care decisions in advance: Elder law attorneys help older adults appoint health care surrogates and make informed decisions about their medical care, empowering them to maintain control over their health care choices in times of incapacity.
  • Qualifying for public benefits to pay for care: We help seniors qualify for Medicaid benefits to cover long-term care costs while preserving assets and working to ensure access to necessary medical services. We utilize a range of tools that may allow even high-net-worth individuals to access public benefits.

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What Does an Elder Law Attorney Do?

Elder law attorneys focus on providing legal services and creating legal documents for seniors that clearly express their wishes and direct their families in matters of health and finance should they become incapacitated and incapable of expressing them in the future.

We also help aging individuals and their family members eliminate uncertainty and avoid legal issues related to medical treatments, financial exploitation, and choices of long-term care facilities and long-term care services.

Complete a Free Case Evaluation form now

Do I Need an Elder Law Attorney?

Yes, you need an elder law attorney. In Florida, only a licensed elder law attorney can provide you with all of your legal options for Medicaid planning and asset protection. Furthermore, consulting an elder lawyer who focuses on offering legal services to support individuals as they age can help you navigate long-term care planning options effectively.

When choosing an elder law attorney, dedication and experience matter. Our practice focuses on estate planning and elder law. Our founder, Barry Siegel, was inspired to help others after watching his beloved grandmother spend down all her assets until there was nothing left to pay for care, because she did not have long-term care insurance.

Barry believes people should be able to age with dignity and have their needs met as they get older, feeling like a joy and not a burden to their families. They should be able to leave a proud legacy behind.

Our Boca Raton Elder Lawyers Protect Your Loved Ones

With over 100 years of combined experience, The Siegel Law Group, P.A., in Boca Raton, Florida, wants to guide you through every step involved in elder law. Our knowledgeable and dedicated elder law attorneys help South Florida families, seniors, and their loved ones prepare for the future with personalized strategies.

Whether you need to prepare for long-term care or have a loved one entering or already living in a nursing home, we are here to assist you. Contact us at or complete our online form to schedule a complimentary consultation.

Key Takeaways Regarding Elder Law in Florida

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How Do Older Adults and Their Loved Ones Benefit from Elder Care Law?

A knowledgeable and experienced Elder Law attorney offers older Americans and their loved ones comprehensive legal support for Asset Protection and Long-Term Care Planning and guidance on crucial matters like Medicaid and Estate Planning.Seeking the assistance of an Elder Law attorney offers multiple benefits, including:

  • Protection from Financial Abuse and Exploitation — Your Elder Law attorney can establish legal documents that protect you from potential financial abuse or exploitation should you ever become incapacitated.
  • Solutions Based on Legal Knowledge and Experience — Experienced Elder Law attorneys have profound knowledge of legal issues affecting aging Americans, such as Estate Planning, Medicaid and avoiding Guardianship, enabling them to offer targeted legal advice and solutions tailored to the unique needs of older adults. Elder Law attorneys understand the legal issues related to seniors, aging adults and individuals with disabilities.
  • Preservation of Your Assets — Through asset protection strategies, Elder Law attorneys help individuals safeguard their wealth from potential risks like long-term care expenses or creditors, protecting financial stability for the future.
  • Securing Your Long-Term Care — With the help of an experienced Elder Law attorney, older Americans can prepare for potential health care needs, access vital services and navigate complex health care systems with ease.
  • Plan Before an Emergency Occurs — You can create a plan and protect yourself before a crisis occurs in the future by designating a trusted individual or individuals with your care.
  • Making Your Health Care Decisions in Advance — Elder Law attorneys can help older adults appoint Health Care surrogates and make informed decisions about their medical care, empowering them to maintain control over their health care choices in times of incapacity.
  • Qualifying for Public Benefits to Pay for Care — Elder Law attorneys guide clients through the process of planning for Medicaid. They help older adults qualify for Medicaid benefits to cover long-term care costs while preserving assets and working to ensure access to necessary medical services. An Elder Law attorney can utilize a range of tools that may allow even high-net-worth individuals to access public benefits.
  • Engaging in Thoughtful Estate Planning — Through Estate Planning services, Elder Law attorneys assist older adults in managing their assets, creating Wills, Trusts and Powers of Attorney and establishing a comprehensive Estate Plan to protect assets and facilitate wealth transfer according to their wishes.

Why Choose The Siegel Law Group, P.A., P.A

Why Choose Siegel Law | Boca Raton Estate Planning Attorney | Call 561-955-8515

Our goal at The Siegel Law Group, P.A. is to help our clients and their families have better futures by addressing Elder Law concerns, preparing for life’s challenges through comprehensive Estate Planning and guiding personal representatives through the Probate process in Florida. We offer personalized solutions tailored to your needs while protecting your family’s legacy.

You can rely on our team to be here for you and by your side in the protection of your assets and interests:

  • We often work with the family members of an elder seeking comprehensive planning for care, protection of assets and related considerations such as protection and distribution of assets in circumstances such as Probate.
  • We take the important extra step of funding your Trust with your intended assets when we create your Trust, and we also routinely remind you in case you may have additional assets to fund.
  • We do a review of your Estate Plan with you every three years, discussing any changes in relationships, finances or laws that may affect your plans or intentions.
  • We educate our clients on bloodline planning to ensure children are in line for your assets when appropriate, preventing your assets from potentially being lost in divorces or blended family scenarios.
  • Our firm conducts free post-death consultation and successor seminars to guide your family through the full process.

With over 22 years of experience, our esteemed Florida firm guides you through each step of the Estate Planning process and tailors a plan that prepares for your concerns, your needs and a legacy for your family. Hablamos español.

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Professional Associations

Honoree 500 Law Firm in 2022 | Boca Raton Florida Estate Planning Attorney | Siegel Law Group, P.A.
Honoree 500 Law Firm in 2021 | Boca Raton Florida Estate Planning Attorney | Siegel Law Group, P.A.
Estate Planning Attorneys in Boca Raton | Call 561-955-8515
Avvo Client Choice 2019 - Top 500 Law Firm | Boca Raton Florida Estate Planning Attorney | Siegel Law Group, P.A.
BBB ACCREDITED BUSINESS | The Siegel Law Group, P.A. | Boca Raton, FL
Questions or Schedule An Appointment, Click To Contact Us: (561) 559-6232

What Does an Elder Law Attorney Do?

Elder Law attorneys focus on providing legal services and creating legal documents for older Americans that clearly express their wishes and direct their families in matters of health and finance should they become incapacitated and incapable of expressing them in the future. An Elder Law attorney helps aging individuals and their family members eliminate uncertainty and avoid legal issues related to medical treatments, financial exploitation and choices of Long-Term Care facilities and Long-Term Care services.Based on the unique circumstances and desires of each individual, an Elder Law attorney may advise the following:

Long-Term Care Planning

As we age, we could incur high costs for medical care and long-term care, whether it involves home care or residency in a nursing home. The long-term planning process involves setting up legal frameworks and financial strategies to prepare seniors for any future needs related to extended health care services and support. Elder Law attorneys help their clients navigate complex legal matters such as Medicaid Planning, Special Needs Trusts, Power of Attorney, Wills and other essential documents like Living Wills and Health Care surrogates.

Protection of Assets

Elder Law attorneys help individuals safeguard their wealth from potential risks such as long-term care costs or creditors by incorporating asset protection strategies that may include creating Trusts, structuring the ownership of assets and utilizing available legal tools.

Planning for Medicaid

Elder Law attorneys help older adults navigate the complexities of planning for Medicaid, helping them to qualify for the program without depleting their assets. Through careful planning and compliance with Medicaid regulations, you can preserve your assets and access much-needed health care services.

Drafting of Legal Documents

Elder Law attorneys can draft the appropriate legal documents, including Wills, Trusts and Powers of Attorney to help seniors protect assets, designate beneficiaries and secure a smooth transition of wealth to future generations.

Foundational Elder Law Tools Employed by Elder Law Attorneys

Elder Care Law offers many options for planning. With the legal assistance of a seasoned Elder Law attorney, Florida residents can employ multiple legal tools, including:

Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a type of Irrevocable Trust that protects assets from being counted toward the program’s asset limit. However, due to Florida’s look-back period, which spans five years, you must utilize this tool a minimum of five years before applying.

Irrevocable Funeral Trusts

Sometimes set up to pay for the Medicaid applicant’s funeral in advance, Irrevocable Funeral Trusts cannot be changed or canceled.

Spend Down

A spend down refers to spending excess assets by purchasing “excluded assets” or paying expenses.

Spousal Transfers

Spousal transfers are transfers of assets or income between a spouse in the nursing home and a spouse still residing in the outside community.

Qualified Income Trusts / Miller Trusts

Income over the limit is allocated into a Qualified Irrevocable Income or Miller Trust generally used to pay one’s medical bills and care.

Lady Bird Deeds

With a Lady Bird deed, the recipient of Medicaid retains ownership of their home during their lifetime. However, upon their death, the house is automatically transferred to the named beneficiary.

Durable Power of Attorney

If you become unable to make vital decisions about your finances, business and legal matters, would you trust the Court to appoint someone to make decisions for you?

A Durable Power of Attorney (DPOA) allows you to appoint a trusted loved one, known as your agent or attorney-in-fact, to handle these crucial matters if you become unable to handle them yourself. However, giving a loved one complete control of your financial decisions is a significant decision that should be made with the help of a seasoned Elder Law attorney.

Veterans Benefits Planning

Guardianships

Guardianship should be a last resort, limited to cases where it’s not possible to employ less restrictive types of intervention. Individuals who require Guardianship could have dementia, Alzheimer’s disease, a developmental disability, chronic illness or other such conditions that create functional impairments. Before a Court will establish Guardianship, it must be established that the alleged incapacitated person (AIP) lacks capacity.

The term “Guardianship” refers to a legal relationship between the guardian, the person given authority and the ward, an individual whom the Court has declared legally incapacitated with some of his or her rights removed. Guardianship statutes in Florida provide procedures to safeguard the rights of individuals deemed incompetent, seeking to procure fair treatment and protection.

In its consideration of the needs of the ward, the Court may appoint a:

  • Guardian of the Person — Guardians of the person can exercise only the personal rights that the Court has removed from the wards and delegated to the guardians.
  • Guardianship of the Property — Property guardians are only allowed to act on rights delegated by the Court, not make decisions independently. Selling, transferring, mortgaging, or donating property requires Court approval. Any proposed transactions must be deemed appropriate by the Court for the ward’s benefit.
  • Guardianship of the Person and Property — Guardians of the Person and Property have the Court’s approval to make decisions about the ward’s personal and property rights.

However, guardianship is a less-than-ideal situation you and your family can avoid with the proper forethought and proactive planning. An Elder Law attorney at our firm can help you pursue a preferred strategy to avoid guardianship. Schedule a free consultation with our experienced team so we can assess your family’s situation and identify the right alternative strategy for your future.

Wills and Trusts

Establishing Wills and Trusts can feel overwhelming, whether you’re in the planning stage or in the process of updating an existing plan. An experienced Elder Law attorney can collaborate with you to create legally sound documents that clearly express your wishes.

A Will, which becomes effective upon your death only long enough to make a one-time distribution to your beneficiaries, specifies how you want your assets and property to be distributed after your death. It must go through Probate before becoming part of the public record.

A Florida Living Will states whether you want to be on devices to prolong your life, under any of these three conditions:

  • Terminal condition
  • End-stage condition
  • Persistent vegetative state

A Living Will alleviates the burden of making your healthcare and end-of-life wishes from your family members and upholds your preferences.

A Revocable Living Trust is a legal agreement in which one person holds onto assets or property within a Trust during their own lifetime for the benefit of another person who will be able to take ownership of the assets or property when the creator of the Trust dies. When properly funded, the assets a Revocable Living Trust contains avoid Probate. In contrast to assets that go through Probate and become a matter of public record, only your beneficiaries will know the contents of the Trust, which you can revoke at any point during your lifetime.

An Irrevocable Trust is a legal agreement in which the creator of the Trust gives ownership of their assets to a trustee who manages these assets for the Trust beneficiaries. When properly funded, an Irrevocable Trust avoids Probate. It protects assets against creditors, lawsuits, taxes, Long-Term Care costs and other threats. As the name suggests, it cannot be removed or revoked once it’s funded.

Special Needs Planning

If someone you love has a disability, you may worry about what will happen if you pass away before them. Special Needs Planning supports an individual with a physical, mental, emotional or behavioral disability.

When someone with a disability accepts SSI or Medicare, it places a limit on their savings and income. If they gain an inheritance or any large lump sum of money, it can jeopardize their benefits. Establishing a Special Needs Trust as part of your overall Estate Plan ensures this does not happen.

A Special Needs Trust holds funds for the benefit of your disabled loved one and manages the money on their behalf. Since they won’t have direct control over the funds, they remain eligible for Medicare and SSI benefits.

The funds in a Special Needs Trust are discretionary. While the beneficiary does not control how they are used, the trustee can use the money for the beneficiary’s benefit for various expenses, including education and books, vacations or travel, clothing, household furnishings and personal care items.

The Trust can pay for all these items and more while still allowing the beneficiary to accept SSI and Medicare to pay for medical care and housing.

Long-Term Health Care Planning

Long-term health care planning in Florida is a critical aspect for individuals looking to secure support for chronic conditions and ensure independence. It can encompass:

  • Medicaid Long-Term Care Services: Medicaid in Florida offers various Long-Term Care services, including assisted living bed holds, move-in baskets and day trip meal reimbursements, catering to the needs of individuals requiring ongoing care and assistance.
  • Statewide Medicaid Managed Care Program: The Statewide Medicaid Managed Care Long-Term Care (SMMC LTC) program provides essential services and support to Medicaid beneficiaries who qualify for nursing home placement.
Questions or Schedule An Appointment, Click To Contact Us: (561) 559-6232

Do I Need an Elder Law Attorney?

In Florida, only a licensed Elder Law attorney can provide you with all of your legal options for Medicaid Planning and Asset Protection, per Florida Statute 454.23. Furthermore, consulting an Elder lawyer who focuses on offering legal services to support individuals as they age can help you navigate Long-Term Care Planning options effectively.However, when choosing an Elder Law attorney, dedication and experience matter. At The Siegel Law Group, P.A., our practice focuses on Estate Planning and Elder Law. We have been serving South Florida seniors and their loved ones for over 22 years. Our founder, Barry Siegel, was inspired to help others after watching his beloved grandmother spend down all her assets—until there was nothing left—to pay for care, because she did not have Long-Term Care insurance.

Barry believes people should be able to age with dignity and have their needs met as they get older, feeling like a joy and not a burden to their families. And they should be able to leave a proud legacy behind.

The Siegel Law Group, P.A. provides compassionate counsel and effective legal representation in the areas of Estate Planning, Elder Law, Probate and Trust Administration and much more.

Contact Us below or Complete Our Online Form
Contact Us below or Complete Our Online Form
Call Us Today 561-955-8515

The Siegel Law Group, P.A. Offers Protection for Your Loved Ones, Peace of Mind for You

With over 100 years of combined experience, The Siegel Law Group, P.A. in Boca Raton, Florida wants to guide you through every step involved in Elder Law. Our knowledgeable and dedicated Elder Law attorneys help South Florida families, seniors and their loved ones prepare for the future with personalized strategies.

Whether you need to create or update your Estate Plan, prepare for Long-Term Care, have a loved one entering or already living in a nursing home or need to develop a strategy for your business, we are here to assist you.

Contact us at or complete our online form to schedule a complimentary consultation.

The Siegel Law Group, P.A. ~ Reviewing Estate Plans with our Valued Clients Every Three, Six and Nine Years to Keep Pace with Life’s Inevitable Changes.