• Mary Alice Jackson on Florida's Qualifying Special Needs Trusts (PDF)
 
 
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Mary Alice Jackson on Florida's Qualifying Special Needs Trusts (PDF)

Mary Alice Jackson on Florida's Qualifying Special Needs Trusts (PDF)

In Florida, a "qualifying special needs trust" can be included for an ill spouse in the healthy spouse's Last Will.


Availability: In Stock
Publisher :LexisNexis Emerging Issues Analysis
Format: Electronic, 6 Pages , PDF

ISBN: 9781422429983

9/26/2012
 
$57.00
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    In Florida, a "qualifying special needs trust" can be included for an ill spouse in the healthy spouse's Last Will. All funds transferred into that trust will be excluded from consideration for Medicaid long-term care benefits, thus providing the ill spouse with funds to purchase supplemental items without jeopardizing Medicaid eligibility should the healthy spouse predecease the ill spouse.

     

    Mary Alice Jackson is a founding partner of Boyer & Jackson, P.A., an elder law and special needs law firm founded in 1995. She is a Fellow of the National Academy of Elder Law Attorneys and is Board Certified in Elder Law by the Florida Bar. Mary Alice has been AV rated by Martindale Hubbell for the past 12 years. She is a Member and Past Chair (1999-2000) of the Elder Law Section of the Florida Bar, a past President of: the Sarasota County Bar Association, Tidewell Hospice, the Area Agency on Aging of Southwest Florida, and Senior Friendships Centers, Inc. She teaches Long-Term Care Planning in the LL.M. program in Elder Law at Stetson University College of Law, her alma mater (1991). Mary Alice is licensed to practice law in Florida and Texas, and maintain offices in Sarasota, Florida and Austin, Texas.

     

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