One common challenge Medicaid applicants face is having income that exceeds the program’s limit. To address this, two common planning tools are a Qualified Income Trust (QIT) and a Pooled Trust. A QIT is limited in scope—it can only shelter excess monthly income and is restricted to paying for specific expenses like medical or facility-related [...]
Every business owner needs a plan—not just for growth, but for the unexpected. Estate planning is a crucial step in protecting the future of your company. It ensures a smooth leadership transition, safeguards both business and personal assets, minimizes tax liabilities, and provides clarity for your employees and loved ones. Without a solid estate plan, [...]
Often, parties come to mediation with a great deal of animosity toward the other side. This frequently results in a request that there be no opening session. I am a big proponent of opening sessions in which the parties can hear the factual and legal positions directly from the other side, in a conversational manner, [...]
Elizabeth “Liz” Allen, JD, LLM, has been with Gibbons | Neuman firm and practicing law for 35 years and focuses on people concerned with losing financial security and quality of life due to the cost of long-term health problems and disabilities. Liz’s primary areas of practice are Elder Law and Estate Planning. Rod Neuman has been [...]
The Standard FAR/BAR Contract requires that the parties attempt to resolve disputes through mediation before a lawsuit can be filed. In the recent case of Pesantes v. Kelley, 2025 WL 611399 (Fla 3DCA 2025), the Florida Third District Court of appeal denied the Seller’s right to attorney’s fees because of the failure of the parties [...]
When it comes to estate planning, one of the most critical decisions you’ll make is who will manage your trust and ensure that your beneficiaries receive their inheritance as you intended. While it’s common for family members to take on this role, there are many situations where naming a professional fiduciary—an independent, third-party trustee—may be [...]
Today, we pause to remember the brave men and women who gave their lives in service to our country. Their sacrifice secures the freedoms we work to uphold every day. As a law firm committed to justice, we recognize that the liberties we defend exist because others have laid down everything to protect them. To [...]
Long-term care can be expensive, with nursing home care, assisted living, and home health services often costing tens of thousands of dollars each year—and those costs are only expected to rise. As a Veteran, however, you may be eligible for assistance through the U.S. Department of Veterans Affairs (VA), which can help offset these high [...]
Graduation caps are flying and soon there will be dorm rooms being decorated — it's an exciting time for families as teens prepare to take their next big step. Amidst the checklists, shopping, and college prep, there’s one crucial task most families overlook: legal planning. Once your child turns 18, they are legally considered an [...]
In this episode of Continence Chat by TZMO and Seni, elder law attorneys Liz Allen and Sierra Daigle join the conversation to discuss a topic that’s often left unspoken: continence and its impact on the aging community. Drawing from their experience, Liz and Sierra explore how continence issues intersect with caregiving, long-term planning, and access [...]
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