Elder Law/Medicaid Planning
Elder Law & Meidicaid Planning in Florida
At Perlin Estate Planning & Probate We help families navigate the complex systems of elder law, to enable informed decisions for the well-being of your loved ones. In addition our experience in tax and estate planning enables us to identify other legal issues ensuring that your family is well-cared for, despite life-changing events.
Medicaid Planning + Long-Term Care
As the South Florida population ages, many confront the pressing concern of needing long-term nursing care.
This type of care is usually not covered by traditional health insurance or Medicare, and a nursing home stay can often quickly deplete a family of its assets. With our help, we can explore Medicaid eligibility (Medicaid does cover long-term nursing care), including preparing specialized trusts or employing other planning techniques to enable Medicaid eligibility.
Guardianship
We guide families in making decisions about guardianship proceedings. If guardianship is the right choice for your family, we open the guardianship case and support you through the court process.
Transitional Support
Over time, our clients navigate the challenges of downsizing and locating aide, nursing and other supportive services.
All of this can be emotionally and physically draining for our clients, as well as their family members.
With our support and guidance, we assist our clients and their families with these transitions, aiming to provide comfort and ease during challenging times.
EXCELLENT Based on 54 reviews Posted on S KTrustindex verifies that the original source of the review is Google. Absolutely wonderful experience! Everyone was very knowledgeable, helpful and kind, and willing to go the extra mile, even in expediting the paperwork. Highly recommend!Posted on Stephen LazarusTrustindex verifies that the original source of the review is Google. Professional yet personal end enjoyed working with ShellyPosted on Josephine JuliaoTrustindex verifies that the original source of the review is Google. Working with Perlin Estate Planning and Probate has been one of the best decisions our family has made. I live in Colombia, my two brothers are in different parts of the U.S., and our parents are in Miami, so coordinating everything could have been stressful, but Shelley made the entire process feel simple and manageable. About four years ago, we first met with Shelley to prepare essential documents like advance healthcare directives and powers of attorney for our parents, so everything would be in place if they ever became ill. At the time, she was incredibly patient, thorough, and clear in explaining everything to us, even with all of us being in different locations. Now, four years later, we came back to set up a family trust, and once again, the experience was outstanding. Shelley and her team guided us every step of the way, making sure we understood all our options and felt confident in the decisions we were making. What really stands out is how they continue to stay in touch. They regularly send updates and helpful information about changes in laws and estate planning considerations, which shows how much they genuinely care about their clients beyond just the paperwork. Shelley is not only extremely knowledgeable but also a truly kind and thoughtful person. We feel so grateful to have found her and to have her support in planning for our family’s future. I would highly recommend Perlin Estate Planning and Probate to anyone looking for guidance they can trust.Posted on Kathy ZollTrustindex verifies that the original source of the review is Google. I highly recommend Shelley Booken at Perlin Estate Planning. She guided us through the process of forming a new trust, amending an existing trust, and making sure we had all the documents we needed to feel comfortable that our wishes would be carried out in the future. From start to finish, Shelley was professional, highly competent, thoughtful, responsive, supportive, thorough and efficient. We felt we were in excellent hands.Posted on Jacob AnthonyTrustindex verifies that the original source of the review is Google. Shelley was a delight! And the staff was very accommodating and very responsive. Both via email and phone calls. Prepared everything I wanted and knew the best options. Was recommended by a friend and glad I went with them.Posted on Jacob AnthonyTrustindex verifies that the original source of the review is Google. Staff was very accommodating and very responsive. Both via email and phone calls. Prepared everything I wanted and knew the best options. Was recommended by a friend and glad I went with them!Posted on Arlene MartinTrustindex verifies that the original source of the review is Google. I had the pleasure of working with Shelley Booken of Brian Perlin's team on my estate planning. I already had a wonderful experience with Brian Perlin as he meticulously prepared my father and my mother's trust to perfection many years ago, which is why I entrusted them to prepare mine. I thank them for their guidance and direction. From beginning to end, the process was made easy and smoothly. I could not have done it without them and their expertise. Thank you, Brian and Shelley!!Posted on Gail Clarke-AlleyneTrustindex verifies that the original source of the review is Google. Perlin was very responsive to our many questions and sensitive to our needs every step of the way. They were professional and courteous as they patiently navigated every aspect of our case. We whole-heartedly, and without hesitation recommend Perlin to anyone in need of these services.Posted on Rob OlfordTrustindex verifies that the original source of the review is Google. High quality work for my family for many years. A great option.
Plan Ahead with Confidence and Compassion
Navigating long-term care and Medicaid planning can feel overwhelming — but you don’t have to do it alone. Our team is here to help you protect your loved ones and your legacy with thoughtful, personalized guidance.
Contact us today to schedule a consultation