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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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  1. Medicaid Planning Services in Boca Raton, Florida

Medicaid Planning Services in Boca Raton, Florida

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 ability to devote their time and resources to providing the 24/7 health care that older individuals often require. They also often lack the guidance to properly research and plan for their family members’ 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. There are often dangerous financial pitfalls associated with following the lead of the nursing home or the assisted living facility, and your loved ones and their estate interests can often benefit from a tailored legal approach when preparing for this chapter of their lives. Our experienced Medicaid Planning attorneys can guide you.

According to Genworth, in 2023, the monthly cost of a semi-private room and a private room in a Florida nursing home was $9,985 and $11,406, respectively — sobering statistics for anyone concerned about Long-Term Care for themselves or their elderly parents.

The Siegel Law Group, P.A. founder Barry Siegel understands these concerns. It was his own personal experience with his grandmother Betty — who did not have Long-Term Care insurance and had to spend down all her assets when she became sick until there was nothing left — that catalyzed his mission to help others avoid these hardships.

With over 22 years of experience, our Medicaid Planning attorneys in Boca Raton Florida understand that there are multiple strategies to protect your assets and savings while qualifying for Medicaid. During a free consultation with an Elder Law attorney, we can review your unique circumstances and goals and develop a strategy to enable you or your loved one to protect assets, qualify for Medicaid and seek the medical care you need. Contact us today to schedule a free consultation.

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

Key Takeaways Regarding Medicaid Planning in Florida

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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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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

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.

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 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.