Jason E. Neufeld
Elder Law Attorney | Medicaid Planning Lawyer | Estate Planning | Injury
Jason Neufeld is the founder of Elder Needs Law, PLLC, and is proud to represent senior citizens and younger disabled adults in various matters including Medicaid Planning, Estate Planning, Incapacity Planning and Probates throughout Florida.
Since 2012, Jason has been honored as a "Super Lawyer" by Super Lawyer's magazine and a "Legal Elite" from Florida Trends magazine. Jason earned his Bachelors of Arts degree from Emory University and obtained his Juris Doctorate and Masters of Business Administration (JD / MBA) degrees from the University of Miami.
Jason is on the Board of Directors of the Academy of Florida Elder Law Attorneys, North Dade Bar Association, North Miami Beach Chamber of Commerce and the Broward Coalition on Aging. He is also a member of the National Academy of Elder Law Attorneys and a Leadership Broward Class XXXII (Aroo!) Graduate. Jason sits on the Miami-Dade Mayor's Initiative on Aging Subcommittee of the Consortium for a Healthier Miami-Dade.
Jason has previously sat on a 11th Judicial Circuit Grievance Committee and was honored with a proclamation (Jason Neufeld Day) from North Miami Beach Mayor Rabin in 2007 for his civic activism.
- Elder Law / Medicaid Planning Website: https://www.elderneedslaw.com
- Meet Jason Neufeld Video: https://youtu.be/netmmz3zxdM
- YouTube Channel: https://www.youtube.com/@elderneedslaw
- Elder Law
- Estate Planning
- Health Care Directives, Trusts, Wills
- Personal Injury
- Wrongful Death
- Probate
- Probate Administration
- Medicaid Planning
- Medicaid Waiver (help paying for home care or ALF care)
- Elderly Injuries in ALF or Nursing Home
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Free Consultation
Free consultations are provided for Personal Injury clients. -
Credit Cards Accepted
We accept checks and credit cards for Medicaid Planning and other Elder Law matters. -
Contingent Fees
No recovery, no fee guarantee for Personal Injury clients. -
Rates, Retainers and Additional Information
Elder Law / Medicaid planning cases are accepted on a flat-fee basis.
- Florida
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- English: Spoken, Written
- Spanish: Spoken
- Medicaid Planning | Estate Planning
- Elder Needs Law, PLLC
- - Current
- Personal Injury Lawyer
- Injury Claim Law Firm | Neufeld & Kleinberg, PA
- - Current
- https://injuryclaimlawyer.com/
- Corporate Counsel
- Seven Kings HoldingsSeven
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- University of Miami School of Law
- JD/MBA (2007) | Law/Management
- Obtained joint JD/MBA degrees
- Honors: Moot Court Board
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- Emory University
- B.A. (2002) | Psychology
- Alpha Epsilon Pi
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- Pro Bono Attorney of the Year
- Coast to Coast Legal Aid of Broward County
- Presented to an attorney who has gone above and beyond to support Legal Aid's mission to serve low-income senior citizens in Broward County.
- AV Preeminent Peer Rating
- Martindale-Hubbell Lawyer Services
- Peer Rated for Highest Level of Professional Excellence
- Client Champion - PLATINUM
- Martindale-Hubbell Lawyer Services
- Super Lawyer
- Super Lawyers Magazine
- 10.0 Superb Rating
- Avvo
- Florida State Bar
- Elder Law Section Member, Medicaid Planning Committee Member
- Current
- Activities: 11th Judicial Circuit Grievance Committee 2013-2017; Elder Law Section/Medicaid Planning Committee 2016-Current
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- National Academy of Elder Law Attorneys
- Member
- Current
- Activities: Medicaid Planning Committee 2017-Current
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- North Dade Bar Association
- Member
- Current
- Activities: President 2014-2015; Vice President 2012-2013; Treasurer 2012
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- Broward County Bar Association
- Member
- Current
- Activities: Elder Law Section Co-Chair 2021-Current
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- Academy of Florida Elder Law Attorneys
- Executive Committee - Treasurer
- - Current
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- Academy of Florida Elder Law Attorneys
- Board of Directors
- - Current
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- Miami-Dade Mayor's Initiative on Aging
- Committee Member
- - Current
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- Academy of Florida Elder Law Attorneys
- Member
- - Current
- Activities: Board of Directors 2021-Current; Medicaid Committee Long-Term Care SMMC/LTC Subcommittee
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- North Miami Beach Chamber of Commerce
- Board of Directors
- - Current
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- Florida Justice Association
- Member
- - Current
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- Broward Coalition on Aging
- Board of Directors
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- Elder Law College
- Member
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- B'nai Brith Justice Unit
- Board Member
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- Leadership Broward
- Class XXXII
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- Aventura Marketing Council
- Member
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- Emerge Broward
- Member
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- Activities: Project Manager 2011-2013
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- 2-1-1 Broward
- Board of Directors
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- Your Fire Power to Argue for More HCBS Waiver Home Care Hours
- Elder Law Advocate Magazine
- How to Become a Paid Caregiver for a Family Member
- Today's Caregiver Magazine
- Dual-Eligible Special Needs Plans - A Primer
- The Advocate, Elder Law Section of Florida Bar
- Medicare's Home Health Benefit: Explained.
- The Advocate, Elder Law Section of Florida Bar
- The Participant-Directed Option for SMMC-LTC Approved Home Health Care: A Case Study
- The Advocate, Elder Law Section of Florida Bar
- Qualifying for Medicaid Long Term Care Benefits, 10th Anniversary Annual Elder Law Symposium, St. Thomas University College of Law
- Elder Law Society - St. Thomas University College of Law
- Elder Law Essentials - Speaker, 2025 Florida Bar Elder Law Section Annual update, Orlando
- Elder Law Section - Florida Bar
- Featured Presenter at Elder Law Annual Essentials Day at statewide gathering of Florida Elder Law Attorneys
- How to Use Rental Properties in the Context of Florida Medicaid Planning, Academy of Florida Elder Law Attorneys - UnProgram, Orlando
- AFELA
- Discussed the use of investment/rental properties, Medicaid Compliant Budget, and Medicaid Compliant Property Management Agreements to protect and utilize rental properties in a Medicaid-compliant manner.
- Medicaid Planning and Personal Services Contracts: Asset Spend-Down, Valuing Services, Avoiding Transfer Penalties, Webinar, https://www.straffordpub.com/products/medicaid-planning-and-personal-services-contracts-asset-spend-down-valuing-services-avoiding-transfer-penalties-2024-09-11
- Strafford Publications
- This CLE course will provide counsel with an in-depth look at the use of personal services contracts as an asset spend-down technique for Medicaid qualification. The panel will discuss the importance of having a personal care agreement in place, how to select the most suitable form of payment for services, taxation issues, and more.
- Florida Statewide Medicaid Managed Care Long Term Care + Estate Planning Considerations, 2024 Florida Elder Law and Planning Update, https://halfmoonseminars.org/product/webinars/florida-elder-law-and-planning-update/?variation=169512
- Half-Moon Seminars
- Jason taught seminar attendees about Medicaid Planning and How to Obtain SMMC-LTC (home care and ALF) Medicaid Waiver benefits. He also discussed the interaction between Medicaid Planning and Estate Planning (and how to avoid common Estate Planning mistakes).
- Website
- Elder Needs Law, PLLC - A Medicaid Planning and Elder Law Firm
- Website
- Neufeld, Kleinberg & Pinkiert, PA - A Car Accident, Slip and Fall Personal Injury Law Firm
- Website
- Educational Videos: Elder Law, Estate Planning, Medicaid Planning, Probate
- Blog
- Florida Elder Law Attorney Blog
Meet Jason Neufeld
Meet Jason Neufeld - Founder of Elder Needs Law PLLC - Top-Rated Medicaid Planning, Estate Planning, and Elder Law focused Law Firm in Florida
Can I Keep Medicaid after Inheritance or Injury Settlement
If a Medicaid recipient receives money from an inheritance or personal injury settlement, this video explains some of the options available to maintain their Medicaid eligibility.
What is a Miller Trust?
Miller Trust | Qualified Income Trust | d4B Trust - these are all terms that mean the same thing. They allow Floridians applying for Medicaid to qualify when they would otherwise fail Medicaid's income test.
Lady Bird Deed
Lady bird deeds are also known as "enhanced life estate deeds" and can be extremely valuable in both an estate-planning context and to avoid medicaid estate recovery.
Medicaid 5 year lookback
This video answers: What is the medicaid five-year look back period? It also clears up some confusion about the 5-year rule and how the medicaid penalty period is calculated.
Medicaid Estate Recovery
What is medicaid estate recovery and how can it be avoided (or at least minimized).
Personal Services Contract
What is a personal services contract (also known as caregiver agreement) and when is it useful in a medicaid planning context?
Can I qualify for Medicaid with an IRA or 401k?
While IRAs and 401(k)s are usually substantial assets, there are several mechanisms an elder law attorney / medicaid planning attorney can utilize to turn them into what Medicaid would call a "non-countable resources."
Can I Obtain Both Medicaid Waiver and Hospice Benefits in Florida? // Elder Needs Law
Learn out more about Medicaid ? https://www.elderneedslaw.com/ ??Meet Jason Neufeld ?? https://youtu.be/netmmz3zxdM ================================ ???? Find us on Google https://g.page/r/CU9vHuqXCmG-EAE ???? Get Free Consultation https://www.elderneedslaw.com/contact ? Subscribe to always get my...
Citizenship and Residency Requirements for Long Term Care Medicaid in Florida // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration -...
Does Florida Medicaid Require Filing Tax Returns // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
How a Spouse's Income Impacts Medicaid Eligibility in Florida // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
How Much Does Florida Medicaid Pay for Home Health Care in 2023 // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
How Pensions Impact Florida Medicaid Planning // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
How to Get Better Care in Florida Nursing Home // Elder Needs Law
Learn out more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration...
How to Get Florida Medicaid without Waiting 5 years // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration -...
How to Gift During Medicaid Lookback Period // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration -...
If I have a Trust, Do I also need a Will // Elder Needs Law
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
Mortgages, HELOCs and Florida Medicaid Eligibility
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
Pooled Special Needs Trust vs Qualified Income Trust
Attorney Jason Neufeld goes into detail about the differences between Pooled Special Needs Trusts & Qualified Income Trusts
What is a Medicaid Spenddown in Florida?
What is a Medicaid spend down and how can it help me qualify for Medicaid? More information about Medicaid spend down???? https://www.elderneedslaw.com/blog/medicaid-spend-down Pooled Trusts & the Florida Asset Test: https://youtu.be/QNhYh5rzD8I...
What is a Testamentary Special Needs Trust (Medicaid Will)
Learn more about How We Can Help ? https://www.elderneedslaw.com/ ??Florida Elder Law Practice Areas ?? - Medicaid Planning / Long-Term Care Asset Protection - Estate Planning - Probate Administration ================================...
Which Documents are Difficult To Obtain? // Elder Needs Law
Learn out more about Medicaid ? https://www.elderneedslaw.com/ ??Meet Jason Neufeld ?? https://youtu.be/netmmz3zxdM ================================ ???? Find us on Google https://g.page/r/CU9vHuqXCmG-EAE ???? Get Free Consultation https://www.elderneedslaw.com/contact ? Subscribe to always get my...
- Q. How to transfer a home from mother to daughter in Florida due to health concerns?
- A: First - be careful that this is really what you want. Transferring property before death can result in an adverse tax consequence to the daughter (loss of step up in basis). Mom may want to utilize a lady bird deed (i.e. enhanced life estate deed) instead.
Also, as another attorney indicated, the transfer (within five years) can adversely impact Medicaid long-term care planning (homestead is not counted as an asset in Florida, but gifting the homestead away would implicate the look-back penalty within five years).
There is a "child caregiver exception" to the five year look back period if daughter has lived with mom for two years (or more) and as caregiver prevented mom from ... Read More
- Q. Can my mother apply for Medicaid while owning property and being a business owner in Florida?
- A: In Florida, rental properties do not count as assets so long as they are generating income consistent with their fair market value. The income generated, however, IS considered countable income which could jeopardize eligibility and require the creation of a Qualified Income Trust (aka Miller Trust).
- certain items can be deducted from the rental income as part of a Medicaid Compliant Budget.
Re: Owning a share of a small business: I would need more information. However, do NOT remove mom from the business as this would be viewed as a "gift" which would result in a penalty. There are other Medicaid-compliant ways to make mom eligible.
Medicaid planning is what we do, please ... Read More
- Q. Assistance needed for signing revised POA at a nursing home.
- A: Go to www.123notary.com to find a mobile notary who will come to you for a small fee (ask them to bring witnesses - although when a client of mine is in a nursing home, I have just grabbed any two individuals to quickly observe and sign as witnesses).
If you need an attorney to prepare the DPOA, then you should contact someone local to you. You can find great estate planning / elder law attorneys on this site.
