THIS WEEK: Free Online Workshops on Estate Planning and Medicaid Planning. REGISTER NOW
THIS WEEK: Free Online Workshops on Estate Planning and Medicaid Planning. REGISTER NOW

ABOUT
ELDER NEEDS LAW, PLLC

elder needs law
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, and Palm Beach 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.,
Founder, Managing Partner, and Principal Attorney

Jason is the Founder of the Firm, Managing Partner, and Principal Attorney. Jason serves as Lead Attorney for Medicaid Planning, Asset Protection Planning and Government Benefits Preservation Planning client matters. Jason directs all New Business Development; Marketing, Advertising, Website and Blogging; Community Outreach; Referral Relationship-building; Manages the Firm.

Carrie N. Felice, Esq.,
Partner

Carrie is a Partner of the Firm and Department Chair for all Estate Planning, Probate and Real Estate clients. Carrie serves as Lead Attorney for all potential and current clients who fall within these departments of the Firm.

Shanta Alicia Roberson, Esq.,
Associate Attorney

Shanta is an Associate Attorney of the Firm. Shanta’s primary focus will be serving the Firm’s Medicaid Planning, Asset Protection Planning and Government Benefits Preservation Planning client matters, as Lead Attorney.

Jody Miller, Esq.,
Associate Attorney

Jody is an Associate Attorney of the Firm and Drafting Attorney. Jody handles most of the Firm’s legal document preparation; collection of data required to complete document drafts; document distribution to clients; Legal Document Signing Procedures; tracking progress of signing/return of documents from clients; PSNT/EPIC; Deed Recording processes obo engaged clients.

Eugene La Neve, Esq.,
‘Of Counsel’ Attorney

Gene is an ‘Of Counsel’ Attorney to the Firm. Gene maintains his own successful law Firm located in South Florida (Miami/Kendall) and provides Guardianship legal services to Elder Needs Law, PLLC clients who are referred to him and engage his Firm.

Andrew J. Wit, Esq.,
‘Of Counsel’ Attorney

Andrew is an ‘Of Counsel’ Attorney to the Firm. Andrew maintains his own successful law Firm located in Tampa, FL and surrounding cities/counties including: Hillsborough, Manatee and Pinellas. Andrew provides Medicaid Planning legal services under the Elder Needs Law, PLLC umbrella, for clients who are referred from him and engage the Firm.

ADMINISTRATION & OPERATIONS:

Elana M. Murray

Elana is the Firm’s Practice Administrator responsible for overall management of the Firm’s day-to-day operations, including Management of the Firm’s Staff; Staffing/Recruitment/Staff Retention and Training; Benefits/PTO Administration; Development and Enforcement of Workplace Policies, Procedures and Communications Practices; Client Matter Management; Client Engagements and Fees; Client Relations, including Marketing Communications. Elana is the primary point of contact for resolutions obo Jason Neufeld, as-needed.

MEDICAID TEAM:

Carolyn Carroll

Carolyn is one of the Firm’s Medicaid Legal Case Managers and handles management and submission of all Medicaid Applications (both ICP and Waiver) through to Approvals; Medicaid Client Communications; Interaction with DCF/MEDICAID; Fair Hearings.

Tracy Meli

Tracy is one of the Firm’s Medicaid Legal Case Managers, whose primary function is to manage the Medicaid Required Documentation Process; conduct Medicaid Waiver Waitlist Coaching calls; handle all Reporting on Medicaid clients’ matters through Matter Tracking Reports; lead weekly Med Team Meetings and participant in Client Med Team Strategy meetings.

CLIENT SERVICES TEAM: INTAKE, SALES & SUPPORT

Sandra Castro

Sandra is a Client Engagement Specialist, whose primary function is to maintain connections with potential and engaged clients. Sandra conducts Intake/Triage helping potential clients drill-down to the root of their legal matter and explains how the Firm can help. She schedules, conducts and follows-up post consultation with the goal of conversion; is the primary point of contact for the Firm’s engaged clients; provides support to Jason Neufeld, Carrie N. Felice, and Elana Murray. Matter management, handling Client Engagements and fee collection round out just some of her responsibilities. Staff defer to Sandra as the primary point for resolutions obo Elana Murray, as needed. Sandra is bi-lingual, with Spanish being her Primary language.

Ajani Jackson

Ajani Jackson is a Client Engagement Specialist for the Medicaid/Asset Protection/Government Preservation Planning department of the Firm. Ajani serves as the Firm’s primary point of contact for ALL potential new Medicaid/Asset Protection/Government Preservation Planning clients; performs Triage and “Deep Dive” (conducts in-depth consultations) with potential clients explaining the value of working with our Firm and how we can help our clients through a difficult process. Ajani provides customer service and client relations to ensure their needs and expectations are surpassed.

Grace Bentrewicz-Cheatham

Grace is the Firm’s Primary Intake/Triage Specialist and Outreach Coordinator. Grace fields nearly ALL inbound direct phone calls from potential new clients, as well as all after-hour call reports received from the Firm’s 24 x 7 answering service. Grace helps potential clients drill-down to the root of their legal matter and explains how the Firm can help. She schedules consults, sends/tracks confirmations, collects Intake Forms and Consult Fees; creates new Matters; tracks follow-up and additional outreach to our clients; provides information on our Firm and the services that we provide to clients, PCs and the public-at-large; responds to basic questions on our services. Grace provides scheduling support to Jason Neufeld.

Sofia Balcazar

Sofia supports the Client Engagement Specialists, Intake Specialists and Scheduling by conducting strategic follow-up via phone calls, texts and emails with potential new client and engaged clients, with her primary goals to schedule paid consultations, convert post-consult and keep the Firm TOP OF MIND with past & present clients. Sofia assists in ensuring Client Matters are opened and populated/updated properly and in a timely matter. She also checks her own, plus the rest of the Team’s daily TASK lists to ensure they are conducting follow-ups and meeting our clients’ needs in a timely fashion. Sofia is bi-lingual, with Spanish being her Primary language.

Juan Jaramillo

Juan supports the Client Engagement Specialists, with primary focus on Intake, Scheduling and conducting strategic follow-up via phone calls, texts and emails with potential new client and engaged clients within the Medicaid/Asset Protection/Government Preservation Planning department. His primary goal is to schedule paid consultations, convert post-consult and keep the Firm TOP OF MIND with past & present clients. Juan assists in ensuring Client Matters are opened and populated/updated properly and in a timely matter. He also checks her own, plus the rest of the Team’s daily TASK lists to ensure they are conducting follow-ups and meeting our clients’ needs in a timely fashion. Juan is bi-lingual, with Spanish being his Primary language.

Schedule A
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.
(305) 931-0478
Jason Neufeld is the author of the

Florida Medicaid
Planning Book

How to Get Medicaid to Pay for Some or All of Your Long-Term Care Expenses:Without having to wait 5 years | without having to sell your house | without have to go broke first! (a Florida Medicaid Lawyer's Guide For Non-Lawyers)

TESTIMONIALS

What People Say About Us

"Jason and his team are responsive and communicate very well. Jason helped me to get the benefits that I qualified for much faster than expected. I would recommend him highly. My case seemed complicated to me, but Jason explained everything in detail and made everything go quite smoothly. I interviewed several elderlaw attorneys prior to choosing Jason Neufeld."

"Quick turn around time for appointments, great response time, very thorough, never rushed through and soooo easy to do business with over the internet! Read the website info, very very helpful!"

“The attorney Jason and his team are amazing at planning and execution. Me and my family would not trust anyone else with our estate planning needs.”

“I've been very impressed! A friend referred me and I've experienced nothing but perfect service and professionalism. I am extremely grateful!”

“A strong recommendation for Jason Neufeld and his Elder Law firm - very professional, patient, reliable, and experienced. When my father fell terminally ill, I became responsible for his assets and finances overnight, including the daunting task to qualify him for Medicaid. I interviewed several elder law firms but was most impressed by Jason’s client approach and practices. Throughout the process, Jason and his team provided clear guidance and support to successfully complete all the new and complex tasks required as a POA, and more importantly he enabled us to quickly achieve our goals related to Medicaid and estate planning. His fees are more than reasonable for the level of due diligence and support we received.”

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Serving Elder Law Clients in the Following Areas

Miami, North Miami Beach, North Miami, Miami Beach, Miami Gardens, Aventura, South Miami, Kendall

Hallandale Beach, Miramar, Hollywood, Dania Beach,
Ft. Lauderdale, Plantation, Davie, Pembroke Pines

Deerfield Beach, Boca Raton, Delray Beach, Boynton Beach.

Tampa, Lakeland, Clearwater, St. Petersburg, Tarpon Springs, Palm Harbor, Wesley Chapel, Brandon.

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