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Medicaid Planning 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 Medicaid Planning that complies with federal law and state law.

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On This Page
  1. Why Hire a Medicaid Planning Lawyer in Boca Raton, FL?
  2. Medicaid Eligibility Rules for Residents of Florida
  3. Medicaid Planning Considers All Aspects of Your Estate and Care Needs
  4. Why Choose Us to Help with Medicaid Planning
  5. What You Need to Know About Medicaid's Look-Back Period
  6. Do You Need an Elder Law Attorney to Help with Medicaid Planning?

You do not have to try to plan for your future alone. Instead, you can rely on a Boca Raton Medicaid planning lawyer from our team at The Siegel Law Group, P.A. to assist with your situation. We can answer your questions, explain what you need to know about Medicaid benefits, and provide the support you deserve.

A Boca Raton elder lawyer can guide you every step of the way. Our law firm has over 100 years of combined experience, and we’re ready to provide the compassionate assistance you and your family need.

Why Hire a Medicaid Planning Lawyer in Boca Raton, FL?

Hiring an attorney means you’ll always have someone on your side to help with Medicaid challenges and long-term care planning. Our team can:

Explain Medicaid Misconceptions

There are many unfortunate misconceptions regarding Medicaid planning. Although adult children or other family members may want to care for their parents as they age, many do not have the time or resources to provide the 24/7 health care that older adults often require.

Most families also lack the legal guidance needed to properly research and structure an effective Medicaid strategy. These well-meaning individuals often then turn to assisted living facilities or a nursing home, wondering how to pay the high costs without depleting their loved one’s savings accounts.

Following the guidance of a nursing home or assisted living facility can create costly financial pitfalls. A tailored legal strategy often better protects your loved one’s assets and long-term interests. Our experienced Medicaid planning attorneys in Boca Raton can guide you.

Explain What Medicaid Covers

Medicaid plays a vital role in providing health coverage for individuals with low incomes, including families, individuals, and older people in Florida. As a federal-state partnership, Florida Medicaid provides access to essential healthcare services for those in need within the state.

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

Medicaid Eligibility Rules for Residents of Florida

Florida determines Medicaid eligibility by a set of criteria that individuals must meet to qualify for the program.

Understanding and meeting Medicaid eligibility requirements in Florida is critical for covering nursing home costs, in-home care, and health care in your elder years. Due to Florida’s specific rules concerning Medicaid, you should seek the services of a knowledgeable and experienced Elder Law attorney.

Under Florida law, only a licensed elder law attorney may provide Medicaid planning services. Your Boca Raton Medicaid planning attorney can help you navigate the complexities of Medicaid eligibility requirements and aid you in completing your Medicaid application properly.

Boca Raton Medicaid Planning Lawyer Near Me 561-955-8515

Medicaid Planning Considers All Aspects of Your Estate and Care Needs

As an experienced Medicaid planning attorney knows, planning before your loved one needs care allows many options for qualifying for Medicaid coverage, such as a Creative Trust drafting or the ability to convert or transfer assets.

Even if your loved one already requires nursing home care, there are still legal options available.

Tools That Help with Medicaid Planning

Our team understands all the tools available to you in the long-term care planning process. We may advise you to take advantage of:

  • Medicaid Asset Protection Trusts (MAPTs)
  • Spend down
  • Spousal transfers 
  • Irrevocable Funeral Trusts
  • Lady Bird Deeds
  • Qualified Income Trusts (Miller Trusts)

We can give you more information about these tools when you contact us for help.

Click to contact our Elder Lawyers in Boca Raton today

Why Choose Us to Help with Medicaid Planning

Our team at The Siegel Law Group, P.A., believes in helping our clients feel confident about their futures through options such as Medicaid planning. We stand ready to help you get ready to face challenges in the future, and we’ll personalize the solutions we develop to protect your legacy.

We stay by your side every step of the way when you turn to us for help. You can reach out to us to review decisions in your estate plan and adjust them to reflect any changes in your life.

We have many years of experience and want to offer the dedicated assistance you need. You can reach out to us now to discuss the legal strategies that could help in your situation. We can even help by explaining what you should do after a Medicaid denial.

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What You Need to Know About Medicaid’s Look-Back Period

The look-back period for Medicaid allows the program to review gifts or asset transfers made by individuals seeking Medicaid benefits. Florida uses a five-year (60-month) look-back period, so Medicaid can review financial decisions for up to five years before a Medicaid application.

Medicaid Looks at Asset Transfers

Medicaid can look at any uncompensated gifts or asset transfers in the look-back period. If the agency finds odd transfers, it may result in penalties or impact your eligibility for Medicaid. Our team can tell you more about the 5-year Medicaid look-back period.

Why Does Medicaid Use a Look-Back Period?

Medicaid looks at past transfers and financial decisions to try to discourage people from getting rid of assets to meet the program’s limits on income and assets. You can reach out to us to learn more about this period before submitting your Medicaid application.

We can help you understand the 5 Year look-back period for Medicaid.

Do You Need an Elder Law Attorney to Help with Medicaid Planning?

You can only work with an elder law attorney to handle Medicaid planning in Florida. Our state mandates that you work with a specially licensed attorney when handling this part of long-term care planning.

Our team has the training and knowledge to handle your legal needs as you plan for the future.

You can rely on us to help you get your financial affairs in order. Beginning the planning process quickly can ensure that you meet all Medicaid requirements, allowing you to approach future care in a nursing home or long-term care facility with peace of mind and confidence.

We’re Here to Help with Medicaid Planning in Boca Raton

You can get the professional help you need when making plans for the future from a Boca Raton Medicaid planning attorney from our team at The Siegel Law Group, P.A. We take your circumstances, desires, and needs into account when helping you plan for your future.

We adjust our techniques and strategies to meet the individual needs of each client. We can also review your plan on a regular basis to adjust for any changes that occur over your lifetime.

Our law firm can also help if you need assistance with other aspects of long-term planning. We’re here to discuss long-term care services, asset preservation, living wills, and your health care directives. Reach out to us now to learn more about how we can help.

Call or text 561-955-8515 or complete a Free Case Evaluation form

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What Does Medicaid Cover?

Medicaid plays a vital role in providing health coverage for individuals with low incomes, including families, individuals and the elderly in Florida. As a federal-state partnership, Florida Medicaid provides access to essential healthcare services for those in need within the state, including:

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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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

Medicaid Eligibility Rules for Residents of Florida

Florida determines Medicaid eligibility by a set of criteria individuals must meet to qualify for the program.

Understanding and meeting Medicaid eligibility requirements in Florida is critical for covering nursing home costs, in-home care and health care in your elder years. Due to Florida’s specific rules concerning Medicaid, seek the services of a knowledgeable and experienced Elder Law attorney. Only a licensed Elder Law Attorney is allowed to practice Elder Law and Medicaid Planning according to state law. Your Medicaid Planning attorney can help you navigate the complexities of Medicaid eligibility requirements and aid you in completing your Medicaid application properly.

Medicaid Look Back Period in Florida

In Florida, the Medicaid look-back period refers to a timeframe during which Medicaid assesses any asset transfers or gifts made by an individual applying for Medicaid benefits. Its purpose is to prevent individuals from hastily transferring assets to qualify for Medicaid benefits.

  • Duration: Florida enforces a 60-month (five-year) Medicaid look-back period, which means that Medicaid will scrutinize all asset transfers and gifts made by the applicant within the five years leading up to their Medicaid application.
  • Asset Transfers: During this period, any uncompensated asset transfers or gifts, particularly those made for less than fair market value, may lead to penalties or a transfer penalty period that could affect Medicaid eligibility.
  • Prevents Asset Disposal: This period seeks to discourage applicants from disposing of assets quickly to meet Medicaid’s asset and income limits, with the goal of allocating the resources of this medically needy program to those in genuine need of Long-Term Care assistance.
  • Impact on Eligibility: Asset transfers or gifts made within this period can potentially delay eligibility for Medicaid benefits, as they may trigger penalties or require further documentation and review.
  • Application Date Relevance: This look back period is measured backward from the date of the Medicaid application, emphasizing the importance of transparent financial planning and asset management well before applying for Medicaid benefits.

Medicaid Planning Considers All Aspects of Your Estate and Care Needs

As an experienced Medicaid Planning attorney knows, planning before your loved one needs care allows you or your loved one many options for qualifying for Medicaid coverage, such as creative Trust drafting or the ability to convert or transfer assets.

If your loved one needs immediate medical assistance or is already in a nursing home, it’s not too late.

Available Legal Tools for Medicaid Planning

Medicaid Asset Protection Trusts — A Medicaid Asset Protection Trust (MAPT) is a type of Irrevocable Trust that protects assets from being counted toward Medicaid’s asset limit. However, you must utilize this tool well before applying for Medicaid.

Spend Down — Spending excess assets by purchasing “excluded assets” or paying expenses.

Spousal Transfers — Transfers of assets or income between a spouse in the nursing home and the spouse in the community.

Irrevocable Funeral Trusts — These Trusts cannot be changed or canceled; sometimes they are set up to pay for the Medicaid applicant’s funeral in advance.

Lady Bird Deeds — The Medicaid recipient retains ownership of their home over their lifetime. However, upon their death, the house automatically transfers to the designated beneficiary.

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

Questions or Schedule An Appointment, Click To Contact Us: (561) 559-6232

Do I Need a Florida Medicaid Planning Attorney?

An experienced Elder Law attorney can help you qualify for Medicaid benefits and prevent your assets from being depleted to pay for your care. Medicaid Planning is legal in all 50 states. However, Florida’s specific Medicaid rules mandate that only a licensed Elder Law Attorney can practice Elder Law and Medicaid Planning. It is illegal for anyone else such as a Medicaid counselor or case manager to practice law by engaging in Estate and Medicaid Planning. Unless they are also a licensed attorney, any Medicaid counselor or planner that participates in Medicaid planning is guilty of a felony.

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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 of the Medicaid Planning process. Our dedicated Medicaid Planning attorneys help South Florida families, seniors and their loved ones prepare for the future.

Let us help you put your financial affairs in order and engage in early planning to satisfy the Medicaid requirements.  Does your loved one need nursing home care now, or are they already paying nursing home costs with their savings? We can still help.

Contact us to schedule a free consultation to learn how we can help you protect your assets and secure Long-Term Care for you and your loved ones in accordance with federal law and Florida law.

We can also help you safeguard your future with comprehensive planning strategies based on your needs, desires and circumstances. Our planning techniques consider each client’s unique circumstances and goals. Because many changes take place over one’s lifetime, we review our clients’ Estate Plans every three, six and nine years.

Whether you need a Living Revocable Trust or another Trust instrument, a Will, a Power of Attorney or a Health Care Directive, 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.