Elder Needs Law launches free Florida Medicaid planning webinar
Elder Needs Law, PLLC has launched a free webinar series led by Florida elder law attorney Jason Neufeld on Medicaid planning, asset protection and avoiding estate recovery. Registrants will get a MERP risk checklist, and the webinar date will be announced after pre-registration.
Why it matters: - Florida families facing nursing home costs often need a faster way to protect a home and other assets before Medicaid rules create a recovery problem. - The webinar is designed to explain how Florida’s Medicaid Estate Recovery Program can affect a family home after death and what planning tools may help reduce that risk.
What happened: - Elder Needs Law, PLLC announced a new free webinar series on Medicaid planning and asset protection. - Florida Bar Board-Certified Elder Law Attorney Jason Neufeld will host the webinar. - The firm said the webinar will focus on Medicaid planning, trusts and avoiding estate recovery. - Pre-registration is available at webinar.elderneedslaw.com. - The exact webinar date will be announced to registered attendees once confirmed.
The details: - The webinar will cover how Florida’s Medicaid Estate Recovery Program works and which assets it can and cannot reach. - Families will get guidance on crisis planning for a nursing home placement that is already underway. - The session will address the Community Spouse Resource Allowance, Medicaid-compliant annuities and permissible spend-down options. - The webinar will explain how Irrevocable Medicaid Trusts, Lady Bird Deeds and enhanced life estate arrangements can remove a home from probate and from MERP reach. - The program will also cover assets held in a properly structured trust, jointly titled assets and assets passing through beneficiary designations. - Jason Neufeld will address the five-year lookback period, including what triggers a penalty and what transfers are safe. - The webinar will explain the Florida Homestead exemption, including what it protects during life and what it does not protect after death. - Registrants will receive a complimentary MERP Risk Assessment Checklist. - The checklist is described as a self-audit for whether a home is exposed to Medicaid estate recovery under Florida law.
Between the lines: - The webinar is aimed at families who are already dealing with long-term care costs, not just people planning years ahead. - The focus on estate recovery signals that homeowners may need to think beyond Medicaid eligibility and consider what happens to assets after death. - The free checklist appears designed to turn a legal issue into a quick screening tool for homeowners and caregivers.
What's next: - Elder Needs Law will confirm the webinar date after registration. - Registered attendees will receive the date notice and the risk assessment checklist. - The firm is positioning the webinar as part of an ongoing educational series on Medicaid and asset protection planning.
The bottom line: - For Florida seniors and their families, the webinar is a no-cost starting point for understanding how to pay for long-term care without putting a home at unnecessary risk.
Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.
Sign up for:
The Florida Herald
The daily local news briefing you can trust. Every day. Subscribe now.
Check Your Email!
We sent a one-time activation link to: .
Confirm it's you by clicking the email link.
If the email is not in your inbox, check spam or try again.
Welcome back!
is already signed up. Check your inbox for updates.