Asset Protection Planning

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act (“the Act”) with a bipartisan vote of 414 to 5. The Act has been nick-named the “Secure Act 2.0” as it [...]

Statewide Medicaid Managed Care (SMMC) is the program where most Medicaid recipients receive their Medicaid services. There are two different parts that make up the SMMC program: The Managed [...]

In 2011, the Florida Legislature created a new program called the Statewide Medicaid Managed Care (SMMC) program. There are two different programs that make up the Statewide Medicaid Managed [...]

In Florida, the Medicaid program that helps pay for long-term care in an assisted living facility or at home is called the Long-Term Care Diversion Waiver. There is a waitlist for this program. [...]

The Activities of Daily Living are a series of basic activities performed by individuals on a daily basis which are necessary for independent living at home or in the community. There are [...]

There are very specific rules regarding how the funds in a Qualified Income Trust (QIT) may be spent. It is very important that the Trustee ensures that only allowable expenses are paid out of [...]

Some banks may request that you obtain a Taxpayer Identification Number for the Qualified Income Trust (QIT, also referred to as a Miller Trust).  However, In Part 21, Chapter 7, Section 13 of [...]

The Trustee must deposit the amount of the Medicaid recipient’s income that exceeds the income cap into Qualified Income Trust (QIT) each and every month.  In 2020, the gross monthly income cap [...]

A Qualified Income Trust (QIT) agreement is a complex document that must meet specific requirements to be approved by the Florida Department of Children and Families. According to the applicable [...]

A Qualified Income Trust (QIT) agreement is a complex document that must meet specific requirements to be approved by the Florida Department of Children and Families. The Florida Supreme Court [...]