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Florida Elder and Special Needs Planning Attorneys

Miami, FL Elder Law Attorney

Helping Florida Families Navigate Aging, Long-Term Care, and Special Needs Planning

As we grow older, managing healthcare, finances, and legal responsibilities becomes increasingly complex. Elder law focuses on helping individuals and families prepare for these challenges with care and foresight. While estate planning lays the foundation for managing and passing on your assets, elder law provides additional tools to protect your quality of life and financial stability during later years.

At Perez-Roura Law, we help Florida families navigate elder and special needs planning with experience and compassion. Whether you’re preparing for retirement, facing the possibility of long-term care, or caring for a loved one with special needs, we offer personalized guidance to protect your assets, secure government benefits, and plan for the road ahead with dignity and confidence.

What Does Elder Law Cover in Florida?

Elder law in Florida covers a wide range of legal concerns affecting seniors, retirees, and individuals with special needs. These issues include healthcare decisions, long-term care, public benefits, and asset protection. Because Florida law is constantly evolving in these areas, it’s crucial to work with an elder law attorney who stays up to date and has a proven track record in planning for aging and incapacity.
At Perez-Roura Law, we help clients create forward-thinking plans that protect their finances, access necessary care, and avoid costly legal complications. Our elder law services include:

  • Advance directives
  • Lifetime planning
  • Power of attorney
  • Fiduciary representation
  • Financial planning
  • Government benefit eligibility planning for Medicaid, Medicare, and VA benefits
  • Housing financing
  • Retirement planning
  • Gifting of assets
  • Disability planning for a disabled loved without jeopardizing their public benefits

Our firm offers tailored elder law strategies to help you or your loved one plan with confidence. We take the time to understand your unique situation and create a legal roadmap that secures your future.

Why Work with a Florida Elder Law Attorney?

Navigating the legal and financial aspects of aging can be complex, especially when it comes to long-term care and Medicaid eligibility. At Perez-Roura Law, we help seniors and their families in Miami protect their assets, access essential benefits, and avoid costly mistakes that could impact their quality of life.

As a law firm specializing in both estate planning and elder law, we provide a comprehensive approach tailored to Florida’s unique legal landscape. Here’s how we help:

Asset Protection Planning

Over time, you may accumulate valuable assets, such as life insurance, investment accounts, real estate, and retirement savings. While these resources are essential for your future, they can also limit your eligibility for government programs like Medicaid. Our legal team helps structure your estate to protect your assets while remaining compliant with benefit thresholds.

Long-Term Care Planning

Most retirement plans in Florida should include provisions for long-term care planning. We help you ensure that you’re eligible for Medicaid and that your preferences for care, whether at home, in a facility, or with specialized support, are honored with dignity and clarity.

Veterans Benefit Assistance

For veterans and their spouses, additional benefits may be available. We assist service members in identifying their eligibility and securing VA aid while implementing strategies to protect their property from disqualifying limits.

At Perez-Roura Law, we understand how important it is to protect what you’ve built and to plan for your later years. Our Miami elder law attorneys are here to help you create a strategy that supports your goals, secures your finances, and brings peace of mind to your family.

Special Needs Planning for Families in Miami, FL

Suppose you have a loved one with special needs who receives public assistance. In that case, it’s crucial to ensure your support doesn’t unintentionally compromise their eligibility for government benefits. At Perez-Roura Law, we assist families in Miami in selecting carefully drafted special needs trusts that provide financial support while preserving access to vital programs, such as Medicaid and SSI.

A special needs trust enables a trustee to provide supplemental income without replacing essential benefits. For example, trust funds can be used for transportation, therapy, education, and other quality-of-life expenses, but not for food or housing already covered by Medicaid. This distinction is critical to maintaining eligibility.

Setting up a special needs trust in Florida also means choosing a trustworthy trustee. State laws place significant legal responsibility on the trustee to administer the trust properly. Mismanagement could lead to a reduction or complete loss of public benefits for your loved one.

Our team also ensures that tax obligations are correctly addressed. In Florida, income from a special needs trust is subject to tax, even if the funds are not distributed, so proper guidance is essential. At Perez-Roura Law, we understand how deeply you care about your family’s future. Let us help you protect your loved one with a tailored legal strategy that honors their needs and secures their long-term well-being.

Speak with a Trusted Elder Law Attorney in Miami, FL

At Perez-Roura Law, we’re committed to helping families in Florida navigate the legal complexities of aging, long-term care, and special needs planning. Whether you’re concerned about protecting a vulnerable loved one or preparing for your future care, our firm offers compassionate, strategic guidance tailored to your goals.
As aging loved ones face challenges managing their health and finances, questions often arise:

How will we cover the cost of long-term care?

How do we protect assets from being depleted by medical expenses or Medicaid recovery?

These are concerns we address daily. Our legal team works closely with families to design personalized elder law strategies that preserve dignity, protect wealth, and reduce stress during life’s most difficult moments.

With extensive experience in Florida elder law, we offer assistance with:

  • Medicaid eligibility and planning
  • Long-term care financing
  • Guardianship and incapacity planning
  • Special needs trusts
  • Asset protection for aging individuals and their families

Miami Elder Law Attorneys Near You – Personalized Support When You Need It Most

Looking for a reliable elder law attorney in Miami? At Perez-Roura Law, we provide focused legal support for elder and special needs planning throughout South Florida. From Medicaid planning to trusts for individuals with disabilities, we’re here to help you secure the future with confidence.

📞 Contact us today at (305) 570-3259 to schedule your free consultation and learn how we can support your family’s long-term care and estate planning needs.