Your first step is an introductory call with a member of our intake staff. In this brief call, we'll learn about your situation, go over some of your initial questions, and match you with the right attorney for your consultation.

Next, we’ll schedule your free 30-minute (phone or in-person) consultation and send an intake questionnaire form for you to complete. This form will help us gather additional information so we can understand and determine how we may help you.

Submitting the completed form prior to your consultation ensures a smooth process and helps our attorneys use your time efficiently to discuss your matter and address your questions and concerns.

With more than 25 years of combined experience, we have found that most people have options. Medicaid asset protection is a highly technical area of law with many strict, inflexible rules and procedures.

Every situation is unique; the more we understand your situation, the better we can evaluate your options and provide clear, accurate guidance tailored to your needs.

This is a time when we meet to discuss the Medicaid process. Timing of benefits is a critical question. Do you need benefits immediately or within a few months? Or are you wanting to plan ahead for some time down the road? The answer to this question will determine how we proceed. From here we will determine whether there are asset protection options available for you. The first half hour is free of charge.

Once we understand your timeline and circumstances, we’ll work with you to develop a Medicaid planning strategy tailored to your specific circumstances. Every family’s situation is unique, which is why we don’t believe in one-size-fits-all solutions. In some cases, the available options are limited; there may only be one option. We help to find the plan that best fits. In others, there may be several effective strategies.

When multiple options are available, we will explain each one in plain language, along with its benefits and potential drawbacks, so you can make an informed decision with confidence.

Once your plan is in place, we’ll guide you through each step of the implementation process. Depending on your circumstances, this phase may be completed quickly or may require additional time and coordination.

We will provide clear step-by-step instructions for any actions you or your agent needs to take. Throughout the process, our team will be available to answer questions, provide guidance, and assist with carrying out your plan to help ensure everything is completed accurately and efficiently.

Gathering the necessary documentation is an important part of the Medicaid planning process and continues throughout your case. We begin by providing you with a general “Documents Needed Checklist.” As we learn more about your situation, we will likely request additional documents specific to your circumstances.

We understand that the amount of paperwork may sometimes seem overwhelming. However, each document serves a purpose. Our goal is to obtain Medicaid approval. We accomplish this with thorough preparation and accuracy. We only request information we believe is needed to maximize the likelihood of Medicaid approval.

Once we are satisfied you or your loved one meets the Medicaid eligibility criteria, we will prepare and submit the Medicaid application. Because we’ve worked together with you throughout the planning process and understand the legal strategies implemented to protect your assets, we’re uniquely positioned to present your case accurately and effectively. In addition to filing your application, we carefully organize and submit all supporting documentation in a clear, comprehensive manner. Our goal is to provide the Medicaid caseworker with everything needed to make a fair and well-informed decision.

In Florida, as attorneys, we ethically cannot guarantee the outcome of a case. Of course, our goal is a positive outcome. If the outcome is not positive, we will work with you and Medicaid to determine the reason and what action must be taken to obtain approval.

Once a Medicaid application is approved, our work for this process should be complete. However, maintaining Medicaid eligibility is an ongoing process with required annual reviews and, at times, responding to requests for additional information.

To provide continued peace of mind, we offer our Continuing Care Program, an annual fee-based service designed to help our clients maintain Medicaid eligibility, navigate unexpected issues, and respond to Medicaid requests throughout the year.