Medicaid Planning
Medicaid Planning Lawyer
Representing Families in St Johns, St Augustine, Ponte Vedra, Orange Park, Fleming Island, and Jacksonville
Trusted Jacksonville Medicaid Planning Attorney
Our Jacksonville office is located in Mandarin but serves all neighborhoods, including San Marco, San Jose, and Southside FL
Special Needs and Pooled Trusts
Florida Medicaid programs also provide benefits to special needs individuals through the use of a special needs trusts and pooled trusts. The assets from the trust can be used to enhance the life of the beneficiary while still allowing them to qualify for needs-based Medicaid programs. The trust serves as a supplement to needs-based program benefits. There are first party and third party special needs trusts. Florida also allows for a pooled trust, which is an alternative to the special needs trusts. A charity sets up the trusts and allows beneficiaries to pool their resources. All three types of trusts are very important tools to consider in Medicaid planning. For a summary of the qualifications for Medicaid programs see the attached brochure from the Florida Department of Children and Families.Schedule an Initial Consultation with Jacksonville Attorney Rose Marie Preddy
We encourage you to get in touch with our skilled Medicaid planning attorney. To arrange an initial confidential consultation with Rose Marie Preddy, please call 904-665-0005 or request an appointment online today.
Our experienced lawyer also handles other types of cases, including: