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Florida Elder Law Questions & Answers
1 Answer | Asked in Elder Law for Florida on
Q: My mother has dementia - how do I take over the handling of her money, do I need to file anything with social security?
Andy Wayne Williamson
Andy Wayne Williamson
answered on Mar 30, 2017

You can become a beneficiary payee with Social Security Administration. Typically you will need to go to your local SSA office and fill out the necessary paperwork.

However, depending upon your mothers condition and whether she has a durable power of attorney you may also need to look into...
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1 Answer | Asked in Estate Planning, Elder Law and Probate for Florida on
Q: Hi :?is a probate court choose an Admin Ad Litem and will s/he ask the p's to submit their evidence/undue influence andw

Hello: we have a probate case where a caregiver become PR and and beneficiary/undue influence. The judge agreed to an Admin Ad Litem to be appointed. We would like to find out how is the Ad Litem chosen and will the Ad Litem ask the parties to submit their evidence and will the Ad litem be paid... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on Mar 28, 2017

The judge will probably make the appointment, but you could certainly ask to be involved in the process. The judge should enter an order providing how the administrator ad litem will be paid.

1 Answer | Asked in Estate Planning and Elder Law for Florida on
Q: MY ,MOTHER IS LEAVING HER HOUSE TO ME IN HER WILL. IF SHE GOES INTO A NURSING HOME, WILL THEY TAKE THE HOUSE FOR PAYMEN
Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Mar 27, 2017

Elder Law or Medicaid Planning Law in Florida is a very specialized area. You should seek the advice of an elder law attorney to explain this issue to you in greater detail than I can explain here in this forum.

However, so long as you do not rent your mother's house to someone who is...
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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?
Andy Wayne Williamson
Andy Wayne Williamson
answered on Mar 10, 2017

If you father has been diagnosed as having dementia the situation may be very difficult. In order to execute an advanced care directive for either a Medical Power of Attorney or even a financial power of attorney, the person executing the document needs to be of sound mind or within what is... 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
PREMIUM
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

Andy Wayne Williamson
Andy Wayne Williamson
answered on Feb 13, 2017

I agree that this does not sound correct. There could be a couple of things going on here. (1) it is possible that your mom did make a will that left nothing to the five kids; (2) it is possible that her second husband may have exerted undo influence over your mom to get to write a will leaving... View More

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1 Answer | Asked in Family Law, Civil Litigation, Elder Law and Probate for Florida on
Q: Can a guardianship case be settled between the parties if the defendant is accused of stealing money from the ward?

This is a civil case

Andy Wayne Williamson
Andy Wayne Williamson
answered on Feb 9, 2017

Typically, theft of money from a guardianship will involve the Judge who is assigned to the case. Theft from a guardianship is a very serious issue, and would likely be considered a breach of fiduciary trust if the person who stole the money was the court appointed guardian. Most likely this type... View More

1 Answer | Asked in Family Law, Civil Litigation, Elder Law and Probate for Florida on
Q: What happens if I move states in the middle of a civil Guardianship case where Im ordered to account for "stolen" money?

An emergency temporary guardian has been appointed. I am accused of stealing money. It is impossible to provide "receipts" for funds used, as the money was given to me willingly.

John Arthur Smitten
John Arthur Smitten
answered on Feb 5, 2017

You should hire a lawyer to represent you in the case.

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
PREMIUM
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
PREMIUM
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
PREMIUM
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
PREMIUM
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.

1 Answer | Asked in Elder Law and Contracts for Florida on
Q: Parents liquidated all assets to move into a CCRC for it's promise but they are getting kicked out due to money - broke.

They were promised continued care even after they couldn't pay which is why they liquidated everything to buy in. They were rejected and then reassessed and approved. Now they are getting kicked out because they cannot pay and there does turn out to be a clause in the contract. But that's... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on Oct 16, 2016

The blog which you link discusses aspects of New Jersey law. If you are in Florida, the case which it references might or might not be persuasive authority. But it would not be controlling authority.

Obviously, if they were promised one thing and given another, they may have a case. But...
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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...

Terrence H Thorgaard
Terrence H Thorgaard
answered on Oct 14, 2016

Offer to take care of paying the bills. If he will let you do that, the problem should be solved.

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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.
Terrence H Thorgaard
Terrence H Thorgaard
answered on Oct 11, 2016

A POA is voluntary; if he doesn't want to sign one you cannot force him too. What you need to do is to apply to be his guardian.

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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 Contracts, Employment Law and Elder Law for Florida on
Q: I violated hippa by taking pics of pics of high profile client. Sent them to my husband and erased right away. caught.

What can I do now? They're talking lawsuit.

Jonathan A. Klurfeld
Jonathan A. Klurfeld
answered on Sep 24, 2016

There is no private right of action for HIPPA; ie a private citizen cannot sue you for a HIPPA violation. The government enforces HIPPA and you may lose any license you hold (nurse, doctor, etc) for a HIPPA violation or face professional discipline (but likely suspension or lose the license). The... View More

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