Limited Scope Medicaid Planning Assistance & Guardianship Determination

THE FIRM CONDUCTS A GUARDIANSHIP DETERMINATION AND OFFERS THE FOLLOWING SERVICES BELOW. THE FIRM DOES NOT SUBMIT MEDICAID APPLICATIONS. THE MEDICAID APPLICATION MUST BE FILED BY A MEDICAID SPECIALIST, SOCIAL WORKER, OR OTHER PROFESSIONAL AT THE NURSING FACILITY.

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THE FIRM OFFERS:

A. Initial Guardianship Determination & Medicaid Planning Consultation

Ø  Review and analysis of existing Durable Power of Attorney (DPOA)

Ø  Review and analysis of asset titling (individual, joint, TBE)

Ø  Determination of whether guardianship is required before Medicaid planning can proceed

Ø  Legal explanation of available options and risks

B. Legal Document Drafting (If Facility Has Deemed Necessary)

Ø  Qualified Income Trust (QIT) drafting, including QIT preparation, execution instructions, and bank funding instructions

                        Ø  Personal Services Contract (Caregiver Agreement) drafting, including actuarial calculation and                                       Medicaid-compliant agreement

Services the Firm DOES NOT Provide

Client expressly acknowledges and agrees that Firm does NOT handle:

o   Filing the Medicaid application   o   Creating or submitting the application through Florida ACCESS

o   Uploading documents, bank statements, or verifications for Medicaid approval

o   Responding to RFIs (Requests for Information)    o   Communicating with DCF on eligibility issues

o   Tracking application deadlines  o   Ongoing Medicaid case management

o   Appeals unless separately retained in writing            o   Circuit court litigation of any kind

o   Representation in spousal refusal litigation or contribution actions

o   VA Aid & Attendance applications          o   Asset gathering, document chasing, or financial bookkeeping