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Elder Needs Law,PLLC
Elder Needs Law, PLLC, is a prominent Florida Elder Law Firm comprised of a team of compassionate and highly-skilled professionals who are committed to helping seniors and their families understand how elder law services can assist them in estate and long-term care planning.
The firm’s services encompass the ‘Elder Law Umbrella’, including Medicaid Planning, Asset Protection Planning and Asset/Wealth Preservation, Incapacity Planning, Trusts and Estate Planning, Probate, and Guardianship.
Elder Needs Law, PLLC has four physical offices in Miami-Dade, Broward, Palm Beach and Hernando County. The Firm is also proud to serve clients statewide virtually.
WHO OUR CLIENTS ARE:
Our clients are Florida residents, and those relocating to the state. They have raised families, built careers, and contributed to their communities. Through hard work their entire lives, our clients have amassed savings, investments, real estate, and other assets. We seek to educate our clients so they understand the full range of government benefits to which they are entitled (either currently or those benefits that they can attain through strategic planning).
Our clients may need long-term care assistance (home care, ALF care or skilled nursing facility care). Our clients realize that their hard-earned assets need to be preserved and protected, for their ongoing care, as they progress through life stages. By preserving what they have, our clients are able to lead a higher quality of life and have more assets to pass onto their heirs.
Our clients are looking to the future and realize how important it is to plan-ahead and for the unforeseen, ill-health and disability and ensure there is a trusted family member or friend empowered to act on their behalf. Our clients understand the value of putting their affairs in order, through comprehensive Estate Planning.
Our clients want financial freedom and autonomy, through strategic advanced planning. Our clients want to work with a law firm that will provide solutions that meet their unique needs.
ATTORNEYS:
Jason Neufeld, Esq.
Managing Partner, and Board Certified Elder Law AttorneyJason Neufeld, Esq.,
Founder, Managing Partner, and Principal Attorney
Jason Neufeld, Esq. Board Certified in Elder Law by the Florida Bar, Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC, and a highly-respected authority in Elder Law, with a distinct focus on Medicaid Planning and Asset Protection for seniors and the disabled. An "AV" Preeminent-rated attorney by Martindale-Hubbell, Jason is recognized among Florida’s top lawyers in Super Lawyers and Florida Trend's Legal Elite (2012-2025). The firm is known for delivering vital elder law services, including Medicaid Planning, Asset Protection, Government Benefits Preservation, Estate Planning, and Probate Administration. Jason’s dedication extends beyond client advocacy to professional leadership; he serves on the board and executive committee of the Academy of Florida Elder Law Attorneys and is Co-Chair of the Broward County Bar Association’s Elder Law Section. An educator and community advocate, Jason regularly provides training on Medicaid Planning and Estate Planning to fellow attorneys and presents to organizations across Florida, empowering families and professionals with knowledge about navigating complex benefits. Jason is also the author of How to Get Medicaid to Pay for Some or All of Your Long-Term Care Expenses: Without Having to Wait Five Years, Without Having to Sell Your House, and Without Having to Go Broke First, a practical guide for families exploring Medicaid options. Available in print and audio, this resource helps families understand how to manage long-term care costs while protecting their assets.
Carrie N. Felice, Esq.,
Partner
Carrie N. Felice, Esq. Carrie is a Partner and Department Chair at Elder Needs Law, PLLC, where she leads the Estate Planning, Probate, and Real Estate divisions. With extensive experience and in-depth legal expertise, Carrie oversees these areas as Lead Attorney, offering clients strategic guidance and dedicated representation to protect their interests and achieve their long-term goals. In estate planning, Carrie collaborates closely with clients to develop customized plans that honor their personal wishes, secure their assets, and create lasting legacies for future generations. Her expertise in probate allows her to handle the complexities of estate administration, guiding clients through the probate process with efficiency and compliance, minimizing stress during what can be challenging times. Carrie holds a Master’s degree in Public Policy and a Juris Doctor from Regent University, bringing a well-rounded, insightful approach to each client engagement. As a trusted advisor and firm leader, Carrie is dedicated to providing exceptional service and personalized legal solutions across estate planning, probate, and real estate matters.
Alyssa Neufeld, Esq.
Alyssa Neufeld, Esq. Alyssa Neufeld is an Associate Attorney at Elder Needs Law, PLLC, specializing in Medicaid Planning, Asset Protection Planning, and Government Benefits Preservation. With a fresh approach and dedication to client-centered solutions, Alyssa brings a dynamic perspective to the firm’s robust planning strategies. Her expertise focuses on developing tailored Plans that meet clients' long-term goals while navigating the complexities of legal requirements. Alyssa is committed to offering strategic guidance, compassionate support, and dedicated representation, ensuring clients feel supported and protected during pivotal life transitions.
Jody Miller, Esq.,
Associate Attorney
Jody Miller, Esq. Jody is an Associate Attorney and the Firm’s lead Drafting Attorney, specializing in the meticulous preparation and management of legal documentation. With a primary focus on drafting, Jody oversees the entire legal document preparation process, ensuring accuracy and compliance in every stage. From gathering essential data for document creation to the careful drafting and review of legal documents, Jody maintains high standards to protect and advance client interests. Jody is responsible for distributing finalized drafts to clients, coordinating document signing procedures, and tracking the progress of signed documents to ensure timely completion. Her expertise extends to handling complex processes such as PSNT/EPIC documentation, deed recording, and other critical filings, which she manages on behalf of engaged clients with precision and attention to detail. Jody’s robust educational background includes both Bachelor’s and Master’s degrees in Accounting, a Juris Doctor, and an LL.M. in Taxation—all from the University of Florida. As a Certified Public Accountant, she brings a unique perspective that combines legal and financial acumen, adding value to the firm’s services. Jody’s comprehensive approach to document preparation and commitment to excellence is an invaluable asset.
OPERATIONS & ADMINISTRATION
Chelsea Green.
Chelsea Green. As Fractional COO, Chelsea leverages her extensive experience and education to assess the firm’s operations, systems, and strategic plans. Her role focuses on identifying opportunities for increased efficiency and sustainable growth by introducing best practices and scalable solutions. Collaborating closely with the Director of Operations and Practice Administrator, Chelsea provides strategic guidance to align the firm’s current initiatives with its long-term vision.
Elana M. Murray
Elana M. Murray. As the Firm’s Director of Operations, Elana holds a crucial leadership role in overseeing and optimizing daily operations while serving as an integral member of the executive team. She is responsible for the comprehensive management of the firm’s operations, including staff oversight, recruitment, training, and staff retention, strategies that cultivate a skilled and cohesive team. Elana also manages benefits and PTO administration, ensuring a supportive workplace environment for all employees. A key contributor to the firm’s success, Elana develops and enforces workplace policies, procedures, and communication standards that promote efficiency and clarity across all levels of the firm. She leads client matter management, oversees client engagement processes, and ensures accurate fee management, working to build positive and lasting client relationships. Additionally, she directs client relations and marketing-communications efforts to enhance the firm’s visibility and client satisfaction. As the primary point of contact for high-level resolutions on behalf of Managing Partner Jason Neufeld, Elana brings a strategic, solutions-oriented approach to her leadership. Her role in both operational management and executive decision-making is central to driving the firm’s mission of exceptional service and growth.
Sandra Castro.
Sandra Castro. As the Firm’s Practice Administrator Sandra Castro is a critical member of the firm, acting as right-hand to the Director of Operations, leads the Elder Law Sales & Intake Team and oversees the Medicaid/APP Sales & Intake Team. Sandra is dedicated to building and sustaining strong connections with both prospective and current clients. She guides new clients through the intake process, helping them clarify their legal concerns and understand how our firm can assist. Sandra manages consultations from scheduling through follow-up, creating a seamless experience focused on engagement and conversion. Sandra plays a critical role in administrative coordination, ensuring clear communication and support at every step to the staff. Sandra also provides vital assistance to the firm’s Managing Partner and attorneys. Fluent in Spanish, she helps make our services more accessible to a wider community.
FIRST RESPONDERS/TRIAGE & INTAKE
Jane Daza
Jane Daza. Jane serves as one of the Firm’s Frontline Client Services Specialists, positioned to receive and respond to all in-bound phone calls from PNCs, Clients, and Professional Affiliates. Jane’s primary role is to perform Intake/Triage from potential clients to ascertain if they indeed require the assistance and services of the Firm, or, if we need to refer the PNC to an alternate resource. Jane’s expertise helps clients define the core of their legal matters and understand how the firm can assist them. She handles scheduling consultations, sending and tracking confirmations, collecting
Diane Pablo
Diane Pablo. Diane serves as one of the Firm’s Frontline Client Services Specialists, positioned to receive and respond to all in-bound phone calls from PNCs, Clients, and Professional Affiliates. Diane’s primary role is to perform Intake/Triage from potential clients to ascertain if they indeed require the assistance and services of the Firm, or, if we need to refer the PNC to an alternate resource. Diane’s expertise helps clients define the core of their legal matters and understand how the firm can assist them. She handles scheduling consultations, sending and tracking confirmations, collecting intake forms and consultation fees, and creating new client matters, ensuring seamless client care at every stage.
SALES & CLIENT SERVICES (ELDER LAW)
Grace Bentrewicz-Cheatham
Grace Bentrewicz-Cheatham. Grace serves as the firm’s primary Intake/Triage Specialist and Outreach Coordinator for Elder Law areas of the Firm, managing inbound calls from potential clients and after-hours call center and answering services. Grace’s expertise helps clients define the core of their legal matters and understand how the firm can assist them. She handles scheduling consultations, sending and tracking confirmations, collecting intake forms and consultation fees, and creating new client matters. In addition, Grace monitors follow-ups and outreach efforts, providing information about the firm’s services to clients, potential clients, and the public. She also offers dedicated scheduling support for Jason Neufeld, ensuring seamless client engagement at every stage.
Sofia Balcazar
Sofia Balcazar. Sofia is an integral part of the Elder Law Team, supporting the firm’s Managing Partner, Associate Attorneys, Client Engagement Specialists, and providing essential backup for our Intake and Scheduling teams to meet the needs of current and potential clients. Dedicated to delivering a “White-Glove” level of service, Sofia engages in strategic follow-ups with potential and existing clients via phone, text, and email, ensuring every interaction is seamless and thorough. Her role includes assisting with scheduling consultations, converting post-consultation clients, and maintaining strong relationships to keep our firm “Top of Mind” for past and present clients. Sofia also manages client matter records, ensuring they are promptly and accurately opened, updated, and organized. Additionally, she monitors her own and the attorneys’ daily task lists to ensure all follow-ups are conducted in a timely fashion. Bilingual in English and Spanish, Sofia is committed to enhancing accessibility and providing exceptional client care for our Spanish-speaking clients.
SALES & CLIENT SERVICES (MEDICAID/APP):
Ajani Jackson
Ajani Jackson. Ajani Jackson is a key member of the firm as the Client Engagement Specialist and Team Leader for the firm’s Sales & Client Services function of Medicaid, Asset Protection, and Benefits Preservation Planning. With his extensive background in Florida Medicaid benefits from his work with the Florida Department of Children and Families, Ajani serves as the primary point of contact for clients looking for government benefits assistance, guiding them through available options, next steps, and the overall process while addressing any questions or concerns. Ajani conducts detailed consultations and intake assessments to help clients see the benefits of working with our firm and the expertise of our team in navigating complex processes. Committed to delivering exceptional service, Ajani ensures that client needs are met with clarity, support, and a focus on exceeding expectations.
Juan Jaramillo
Juan Jaramillo. Juan plays a key role as a Client Services Specialist and serving as Assistant Client Engagement Specialist on the Medicaid Team. He focuses on conducting in-depth Triage and Intake, helping potential clients to clarify their needs, ensuring they are directed to the firm’s most suitable resources. Juan conducts strategic follow-up for potential and current clients in the Medicaid, Asset Protection, and Preservation Planning with the appropriate firm legal resources. His primary objectives are to schedule consultations, liaise with post-consult clients, and keep the firm “Top of Mind” with past and present clients and serves as a reliable point-person for these audiences. Juan ensures that client matters are promptly and accurately opened, populated, and updated, and he monitors his own and ensures the team’s daily task lists are actioned; confirms all follow-ups are completed on time to meet client needs. Bilingual in English and Spanish, Juan is committed to delivering accessible, responsive service for our clients.
Valeria Ramirez
Valeria Ramirez. Valeria plays a pivotal role as part of the firm’s Medicaid, Asset Protection and Benefits Preservation Planning Team, supporting the firm’s Medicaid Client Engagement Specialists and providing essential backup to the Client Intake and Scheduling teams as needed. With a commitment to maintaining strong client connections, she conducts strategic follow-ups with potential and current clients via phone, text, and email. Valeria’s primary goals include scheduling consultations, assisting post-consult clients, and keeping the firm “Top of Mind” with past and present clients. She also ensures that client matters are promptly and accurately opened, populated, and updated. In addition, Valeria oversees the Medicaid team’s daily tasks to guarantee timely follow-ups and consistently meet client needs. Fluent in both English and Spanish, Valeria’s bilingual skills further enhance her dedication to accessible and responsive client service.
PRODUCTION:
MEDICAID MANAGEMENT SERVICES
Tracy Meli
Tracy Meli. Tracy serves as the Firm’s Senior Medicaid Legal Case Manager, playing a pivotal leadership role within the Medicaid, Asset Protection, and Government Benefits Planning Team. Managing the Medicaid-Required Documentation Process, Tracy ensures every client’s documentation is meticulously prepared and organized for timely submission. She conducts specialized Medicaid Waiver Waitlist coaching sessions, offering clients valuable insights and guidance to navigate the complexities of the waitlist process effectively. Tracy oversees all reporting on Medicaid client cases, using Matter Tracking Reports to keep clients and the team up-to-date on progress and milestones. In addition to overseeing Medicaid application submissions to Medicaid/DCF, Tracy leads weekly Medicaid Team meetings, aligning the team on case strategies and workflow efficiency. She also participates in Client Medicaid Strategy sessions, collaborating with the firm’s attorneys to create personalized strategies that align with each client's goals. With her expertise, Tracy supervises the Medicaid unit’s operations and resources, fostering an environment of excellence and continuous improvement in service delivery. Her leadership and deep knowledge of Medicaid processes are instrumental in driving the success of our client-focused Medicaid services.
PARALEGAL SERVICES
Jessica DeSimone
Jessica DeSimone. Jessica is the Firm’s Paralegal, specializing in the meticulous preparation of legal documentation. With a primary focus on drafting, Jessica executes assigned client legal documentation drafting ensuring accuracy and compliance in every stage. From gathering essential data for document creation to the careful drafting of legal documents, Jessica maintains high standards to ensure client satisfaction. Jessica is responsible for distributing finalized drafts to clients, coordinating document signing procedures, and tracking the progress of signed documents to ensure timely completion. Jessica also is a critical point-person for client satisfaction in communications obo the Probate & Trust Administration department ensuring clients are kept informed during the lengthy probate process; drafting pleadings and handling court filings.
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Consultation Today
We care. We listen. We can help.
No matter what you need assistance with, don’t wait - schedule a consultation today to discuss a plan for your future.
No matter what you need assistance with, don’t wait - schedule a consultation today to discuss a plan for your future.
(305) 931-0478
