Services Medicaid Planners Are Not Authorized to Provide
Due to a recent Florida Supreme Court decision, many Medicaid Planning services may only be provided by licensed attorneys. Non-lawyers who provide Medicaid Planning are engaging in the unlicensed practice of law and, because non-lawyers in the Medicaid Planning field are unregulated, often give misguided advice which financially harms clients.
The following are some services which can be legally provided by attorneys but not by non-lawyer Medicaid Planners in the state of Florida:
- Drafting income trusts
- Drafting personal service contracts
- Giving Medicare advice concerning Observation Status, Coverage, and Dropping Medicare Advantage Plan
- Helping with placement issues on the Medicaid waitlist for the Diversion program
- Reviewing long term care insurance policies and advising on how to maximize benefits
- Updating estate planning documents
- Helping get SSDI or SSI for those under age 65
- Protecting disabled dependents
- Advising on pros and cons of all planning options
If you are looking for Medicaid planning advice, be sure to consult a qualified and experienced Elder Law attorney. Babette Bach is nationally certified as an Elder Law Expert by the National Elder Law Foundation and is also a Florida Board Certified Elder Law Attorney. To consult with Ms. Bach, contact our office at (941) 906-1231.
