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Elder Law Laurie OhallExperienced Lawyer Brandon FL

Lawyer Brandon FL:  When you contact our firm, you will be working directly with an experienced lawyer who is committed to her clients. Laurie Ohall handles all their legal work herself, works diligently with  clients until their estate plan is complete or the case is resolved and is always available to answer questions.

We work with elderly people and their children who are looking for assistance with various issues including:

Estate Planning Lawyer Brandon FL

We have the experience to handle all aspects of estate planning, including those issues dealing with clients coming from out-of-state and wishing to establish Florida as their residence. We will work with you to accomplish your goals and help you implement strategies which will enable you to transfer assets to your chosen beneficiaries, minimize gift and estate tax consequences, and reduce estate administration expenses. Our services include:

  • Wills and living trusts;
  • Durable Powers of Attorney and advanced directives
  • Irrevocable life insurance trusts;
  • Personal residence trusts and other grantor retained interest trusts;
  • Special needs trusts;
  • Premarital and post-marital agreements; and
  • Business and Succession Planning.

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Elder law Lawyer Brandon FL

Legal issues facing the elderly are often complex and interrelated. Therefore, an Elder law attorney must be familiar with the ever-changing laws related to Medicaid and Medicare which affect the senior population. An Elder law attorney should have an understanding of the elderly that allows the attorney and her staff to recognize and empathize with the issues that often accompany the aging process. As a Florida Board Certified Elder law attorney, Laurie E. Ohall works closely with social workers, geriatric caregivers, and other providers, to help meet the needs of the individual. Elder Law includes, but is not limited to, issues such as:

  • Medicaid claims and appeals for denial of benefits
  • Preservation or transfer of assets seeking to avoid spousal impoverishment when one spouse enters a nursing home
  • Estate planning and Tax planning
  • Long term care placement issues
  • Long term healthcare issues
  • Guardianship issues
  • Other issues which are more personal to the Elder, such as worries about paying for assisted living or nursing homes, parents who are getting too forgetful and cannot pay their bills, worries about whether someone is stealing money or property from the individual, etc.

It is important to note that there have been major changes to the Medicaid laws. On February 8, 2006, President Bush signed the Deficit Reduction Act, significantly changing Medicaid rules concerning the transfer or gifting of assets, changing the look back period from three years to five years, limiting the value of an individual’s homestead and restricting the use of annuities, among other changes. The rules became effective in Florida on November 1, 2007, and are being applied prospectively.

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Probate Administration Lawyer Brandon FL

Probate is a proceeding required by Florida law upon the death of an individual who dies owning any assets. This is the court’s way of gathering the assets of the decedent, paying the debts and taxes, and passing title to the decedent’s beneficiaries.

Many people think that, if they have a Will, their assets do not have to go through probate. However, that is not the case. If assets are titled solely in an individual’s name, in many cases, the assets will have to go through probate, regardless of whether a person has a Will. A Will simply tells the Court who you want to have your assets and who you want to administer your estate.

Laurie Ohall handles all aspects of the administration of decedent’s estate including:

  • Notifying and satisfying the decedent’s creditors;
  • Implementing procedures to avoid and limit a will contest or other litigation;
  • Protecting the assets of the estate;
  • Evaluating issues concerning exempt property, family allowance, and elective share benefits;
  • Evaluating and discussing opportunities to minimize estate taxes;
  • Distributing assets; and
  • Preparing the final accounting of the personal representative, and obtaining receipts and releases so he/she is discharged and not later sued.

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Special Needs Planning Lawyer Brandon FL

Among the many challenges facing parents of children with special needs is planning for the time when the parents will no longer be around to act as the primary caregivers. We can help you set up a Special Needs Trust so that government benefit eligibility is preserved while at the same time providing assets that will meet the supplemental needs of the person with a disability.  We assist in all aspects of the special needs trust process, which allows the beneficiary a greater quality of life:

  • Transportation (including purchase of a vehicle)
  • Supplemental education and tutoring
  • Out-of-pocket medical and dental expenses
  • Purchase materials for a hobby or recreation activity
  • Funds for entertainment such as movies, shows or ballgames.
  • Purchase of goods and services that add pleasure and quality to life: computers, videos, furniture, or electronics.
  • Special dietary needs
  • Personal care attendant or escort

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Guardianships Lawyer Brandon FL

If a minor or adult family member is unable to manage their own affairs, we can assist in a plenary guardianship over the person and property. We represent family members of minors who receive settlements over $15,000 and the relatives of adults who have been adjudicated incompetent. We assist in all aspects of the guardianship process, including:

  • Hearings to determine competency;
  • Emergency hearings for temporary guardianship;
  • Preparation and filing of annual reports and accountings;
  • Preparation of trusts for family members with special needs;
  • Guardianships for minors who are beneficiaries of settlements.

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Schedule Your Free Phone Consultation

During your free 15 minute consultation, we will discuss fee arrangements with you. Fees are based on whether the matter will involve hourly services or whether a flat fee can be quoted. We will agree on this with you before we begin working.

To schedule your appointment, please contact us online or call 813-438-8503. Our office is open Monday through Thursday from 8:30-5:00, and from 8:30-noon on Fridays. We have additional evening and weekend times available by appointment. Visa and MasterCard are accepted.

 

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