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Questions Answered by Jason E. Neufeld
3 Answers | Asked in Elder Law for Florida on
Q: I am concerned about an older neighbor

- I'd like to call adult protective services, but don't want the family to know I've called - can I do so anonymously?

Jason E. Neufeld
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Jason E. Neufeld
answered on Jun 9, 2017

Yes - reporting anonymously is an option.

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2 Answers | Asked in Elder Law for Florida on
Q: How do I get guardianship over an elderly person who is unable to talk?
Jason E. Neufeld
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Jason E. Neufeld
answered on May 26, 2017

Being unable to talk doesn't necessarily mean unable to understand. If can understand, can utilize power of attorney - no need to go through guardianship. Hire an elder law attorney to walk you through the procedure.

If unable to understand, need a guardianship lawyer to handle the...
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3 Answers | Asked in Elder Law for Florida on
Q: My 78 years parents have a joint account for 1hundredand thirty five thousand are qualify for services

I am applying for long term manage care

Jason E. Neufeld
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Jason E. Neufeld
answered on Apr 14, 2017

Close - but not yet. If one spouse does not require care, the well spouse is entitled to keep $120,900 of their joint assets.

But you want to plan for the unlikely event that the well spouse predeceases the spouse who needs Medicaid - because then the Medicaid recipient would inherit...
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2 Answers | Asked in Elder Law for Florida on
Q: What do I do if we need an advance care directive for my father, but he has dementia?
Jason E. Neufeld
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Jason E. Neufeld
answered on Mar 14, 2017

Mr. Williamson gave good advice - it just depends on whether your father has the ability to understand what he is signing. There is a concept known as a "lucid interval." This means your dad doesn't have to always be in the right frame of mind. For example - some of my clients are... View More

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1 Answer | Asked in Elder Law and Probate for Florida on
Q: Mom and Dad completed a will at the attorneys office about 20 years ago. At the time they lived in Florida.

In 2001 my Dad passed. In 2015 my sister moved my Mom with her to Iowa. Just a few months later my Mom was put in a nursing care facility and she just recently passed in Feb 2017 in Iowa. When arriving in Iowa my sister presented me with a will that looked like it was completed on some website. No... View More

Jason E. Neufeld
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Jason E. Neufeld
answered on Mar 6, 2017

You would need to hire a probate litigator to contest the will. Let me know if you would like to be put in touch with one. But expect to pay a 5-7k retainer. These cases can get expensive.

3 Answers | Asked in Estate Planning, Family Law and Elder Law for Florida on
Q: My Mom past October 2015.. With no Will. Now her Hubby (2nd) found lost will.

It states everything Home and other monies are left to him. We, her 5 kids know she would not have done this. Seeing as the home they were living in was paid for by her and my Father. During their marriage she didn't add his name onto the Deed of the Home. They did take a loan out to pay for... View More

Jason E. Neufeld
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Jason E. Neufeld
answered on Feb 13, 2017

It does sound suspicious- but if her estate is still open, you'll likely need to hire a probate litigator to challenge the validity of the newly-found will.

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1 Answer | Asked in Elder Law for Florida on
Q: Can I purchase long term care insurance for my parent if they can't afford it?
Jason E. Neufeld
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Jason E. Neufeld
answered on Jan 12, 2017

I see no reason why not. I would advise you make sure it is part of the Medicaid long-term care partnership program. This would be really useful if they later need Medicaid's institutional care program to supplement their long-term needs.

Here is an article explaining some LTC...
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1 Answer | Asked in Elder Law and Estate Planning for Florida on
Q: Does a child have the right to demand to see their parents' will prior to the death of the parents?

My mother has told me that she has included me in her will, but will only show the will to my sister. I fear that my sister has had my mother alter the will so that my sister will receive all of my mother's assets when she dies. It was my sister's lawyer who drew up the will. My... View More

Jason E. Neufeld
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Jason E. Neufeld
answered on Jan 11, 2017

You bring up several issues:

(1) Last Will: you do not have a right to force your mother, your sister, or your mother's lawyer to show you her will. However, your mother may choose to show you the will if she so chooses, so I would advise a conversation.

(2) Mother's...
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1 Answer | Asked in Estate Planning, Real Estate Law and Elder Law for Florida on
Q: Ladybird deed can be used to avoid private. And still it's not a private feel and anyone has access to it.How can it be?
Jason E. Neufeld
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Jason E. Neufeld
answered on Dec 23, 2016

The lady bird deed is a tool that avoids probate, it is not designed to keep your affairs private (utilizing revocable trusts are better for privacy purposes). All deeds are filed with the county clerk, which becomes a public record.

2 Answers | Asked in Estate Planning, Real Estate Law and Elder Law for Florida on
Q: Good day! Who can have access for ladybird deed once I sign it? Can my children know about it or it's all private ?

I am interested about Florida state law.

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Dec 22, 2016

The lady-bird deed (or any deed) must be recorded with the county clerk in order to be effective. At this point it becomes public record. Nothing about it will be private.

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2 Answers | Asked in Estate Planning and Elder Law for Florida on
Q: What's the correct way of the wording to protect my Moms house with me the son having P.O.A. .

We have papers drawn up : P.O.A. & Living Will and orher things that you typically do when setting these up . But I've been told that the way the house is written up is not protected correctly because it wasn't recorded into the plot book after all this was done .

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Nov 26, 2016

Its really hard to answer your question without additional facts. What, exactly, are you trying to do? Protect the home for Medicaid planning purposes? Is your mother trying to deed the house out of her name? Does your POA authorize you to do whatever you're trying to do (not all POAs are... View More

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1 Answer | Asked in Elder Law for Florida on
Q: Can you have more than one health care surrogate?
Jason E. Neufeld
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Jason E. Neufeld
answered on Nov 8, 2016

Yes - in fact it often makes sense to have more than one person empowered to make health care decisions for you should one person be unable to do so when necessary.

2 Answers | Asked in Elder Law for Florida on
Q: my husband is 78 and he can not keep our bills paid he has enough income he just forgets...also he wastes money .how can

how can i over see his money im 54 ..hes getting very forgetful...

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Oct 16, 2016

Options at this point seem to be: (i) Become a cosignor on the bill-paying account; or (ii) obtain financial power of attorney so you can sign in his stead.

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3 Answers | Asked in Elder Law for Florida on
Q: How can I get power of attorney for my Grandfather if he is resistant to it? He is showing early stage dementia.
Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Oct 16, 2016

As my colleague stated, granting power of attorney is voluntary and cannot be coerced. First - you (and other family members or friends) should sit with your grandfather to explain why a POA is necessary - to carry out his wishes when he is unable to act for himself. If he is still resistant - not... View More

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1 Answer | Asked in Elder Law for Florida on
Q: I'd like to take over as guardian for my Mom

but I would like to be aware of the legal issues as she will eventually need to go into a managed care facility. Any help appreciated.

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Oct 4, 2016

Not sure if there is another guardian already in place or if you are looking to institute a new guardianship proceeding. With a properly drafted durable power of attorney, guardianship can be avoided altogether (assuming mom still has capacity to understand what she is signing). If guardianship is... View More

1 Answer | Asked in Elder Law for Florida on
Q: At what point will my mother qualify for medicaid as it applies to her nursing home care?

Do we have to deplete all of her savings?

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Sep 27, 2016

No - the very purpose of an elder law attorney, who handles Medicaid planning, is to legally and ethically protect assets so your mother is not forced to be impoverished before qualifying for Medicaid. I would highly suggest you meet with a local elder law attorney ASAP to discuss the best way to... View More

1 Answer | Asked in Elder Law, Gov & Administrative Law and Traffic Tickets for Florida on
Q: If an elderly person is reported to Florida DHSMV as an unsafe driver and FLDHSMV opens an investigation and determines

the elderly person is not an unsafe driver, is it then statutory to review the driver yearly?

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Sep 13, 2016

My understanding is that once the investigator determines there is no validity to the complaint, no further action is taken or required by the elderly person. I know that if the driver is over age 80, the license renewal requires a vision test. If you have received something in the mail, certainly... View More

1 Answer | Asked in Elder Law for Florida on
Q: My mother and I co-own her home, but it's time for her to go into assisted living.

We're worried that the nursing home could take the home if down the road they want payment - is that possible if I own it too?

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Sep 13, 2016

So, what you are describing, is exactly what elder law attorneys (who focus on medicaid planning) do. We provide strategies to protect the home (and other assets) so your mother isn't forced into poverty to qualify for Medicaid (to pay for the nursing home). To directly answer your question:... View More

1 Answer | Asked in Elder Law for Florida on
Q: We are looking into a care facility for my parent.

One item in the contract has to do with a guarantee of payment. We don't want to be on the hook for this - can we tell them it has to come out of my parent's funds?

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Aug 30, 2016

Good on you for noticing this - a lot of people just sign where the facility administrator tells them to sign.

If you are agent under power of attorney, you should be signing "as attorney-in-fact for________(name of parent)." You should also be meeting with an elder law attorney...
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1 Answer | Asked in Elder Law for Florida on
Q: My dad has taken up with a much younger woman and all of a sudden she now has power of attorney.

We'd like some advice on how to stop this person from taking advantage of him.

Jason E. Neufeld
PREMIUM
Jason E. Neufeld
answered on Aug 24, 2016

If your father has the mental capacity to understand what he is doing, there is really nothing you can do (its his decision, people are allowed to make bad decisions). On the other hand, if you believe that your father is incapable of making decisions for himself (e.g. has dementia) you can look... View More

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