Alleviate Your Law Firm From Administrative Burdens

Medicaid Planning Assistance for Attorneys is a specialty! Medicaid attorneys in Florida have a host of asset protection strategies at their disposal that are not available to clients in other states.  Unfortunately, these strategies are not well known by most legal practitioners. In our experience attorneys who outsource the work for Medicaid applications to our Medicaid application processing team have a better quality of life and happier clients because the level of service we provide to the attorney and client is truly unmatched in the industry.  We specialize in Florida Medicaid application processing for Florida attorneys.

Let’s face it, Medicaid Planning Assistance for Attorneys requires, knowledge, discipline, prudence, communication, and the ability to "run interference" with families.  Our primary attorney relationship is with estate planning attorneys in Florida who get calls about Crisis Medicaid Planning cases and grow dissatisfied with referring the cases out.  These Florida Estate Planning Attorneys really want to keep their existing client relationships and capture new business when possible.  Since Medicaid planning can be thought of as estate planning with some new rules, it is just good business for Florida Estate Planning Attorneys to add Medicaid Crisis Planning to their areas of practice.

The problem for Florida Estate Planning Attorneys is that they really don’t want to learn Medicaid by hard knocks and don’t want to process Medicaid applications.  That is completely understandable and is where Platinum Benefit Services, Inc. steps in.  We provide Medicaid planning consulting for Florida attorneys, and we provide Medicaid application services to those Florida Medicaid attorneys' clients. It doesn’t matter whether the Florida Medicaid attorney or client is in Miami, Pensacola, Jacksonville, Orlando, Tampa, Boca Raton, Fort Lauderdale, or anywhere else in Florida.  We have Florida covered!

Services included in Platinum's Medicaid Planning Assistance for Attorneys:

    1) Asset and Income protection strategy consulting

    2) Information gathering

    3) Asset verification

    4) Income verification

    5) Administrative functions of organizing various parties

    6) Coordinating the timing and execution of legal documents

    7) Timely filing of Medicaid application

    8) Meeting application support information deadlines

    9) Requesting Unreimbursed Medical Expense Deduction (UMED)

    10) Preparing for and attending Fair Hearings (very rarely necessary)

    11) Defending cases at Fair Hearings and financially defending at District Court of Appeals (DCA)                 when necessary (very, very rare)

    12) Annual Reviews

    13) Provision of document preparation software

    14) Provision of plan creation software

    15) Ongoing case comments

    16) Weekly updates to attorney, family, facility

    17) Auditing Notice of Case Actions (NOCA's) for accuracy

    18) Auditing approvals for correct months, UMED amounts, patient responsibility, spousal                              diversion, etc.

    19) Case repair if damaged by family

    20) Reporting of changes

    21) Handling of everything outside of legal advice and document provision to the client/

Medicaid Planning Attorney assistance is provided in the following areas and surrounding areas.  Pensacola, Destin, Panama City, Tallahassee, Live Oak, Gainesville, Ocala, Tampa, St. Petersburg, Clearwater, Sarasota, Ft. Myers, Port Charlotte, Naples, Marco Island, Miami, Miami Beach, Ft. Lauderdale, Pompano, Boca Raton, Port Saint Lucie, Margate, West Palm Beach, Sebring, Avon Park, Melbourne, Jupiter, St. Augustine, Daytona Beach, Deland, Orlando, Kissimmee, The Villages, Sanford, Spring Hill, Bonita Springs, Titusville, Palm Bay, Stuart, Jupiter, Cocoa, Ormond Beach, Merritt Island, Jacksonville, Marianna, Fort Walton Beach, Crestview, Defuniak Springs, Madison, Lady Lake, Leesburg, Lake City, Orange Park, Palatka, Hollywood, Lake Worth, Palm Bay.

Platinum employs “boots on the ground” to assist our Florida Medicaid attorneys in person when needed.  We also provide state of the art technology and tools so that everything can be handled electronically when preferred.

To sum it all up, whether you are a Florida Medicaid Planning Attorney wishing to offload the application piece of Medicaid Planning or you are an Estate Planning Attorney wishing to add Medicaid Crisis Planning to your practice, Platinum provides full service Medicaid Planning Assistance for Attorneys in Florida.

Platinum Benefit Services can work with you to file an application for long-term care benefits on behalf of the families you represent to develop “Medicaid Plan”.  After consultation with you and precisely implementing the strategies you recommend, Platinum will expertly navigate the application process while providing complete transparency to you as legal counsel.  This transparency is accomplished with your choice of HIPAA compliant web access and/or HIPAA compliant encrypted email reporting. This reporting will provide all the pertinent information regarding the case, including Platinum’s Medicaid Processor notes.

By outsourcing or referring the application process to Platinum, you are freed from the administrative nightmare of navigating the application process. Instead, you are available to develop strategies, create documents, and orchestrate planning solutions for more families with less hassle, less administrative oversight, and less office expense.

Platinum believes the recent Florida Supreme Court ruling regarding UPL and Medicaid Planning has defined the roles for attorneys and application services such as ours.  While the ruling makes it clear that attorneys can carry out all aspects of Medicaid planning and also the Medicaid application process, it can also be deduced that application services like Platinum’s are not only useful, but completely legitimate, even under the most strict interpretation of Title 42, Chapter IV, Subchapter C, Part 435, Subpart J, §435.908 – CFR 435.908(b).

Many wise attorneys realize that unless a legal office specializes in only “Medicaid Planning” , the application process itself can be hard to manage, inefficient, costly, and leaves the very real possibility of tarnishing a client relationship through no fault of the law firm.

By outsourcing the application to a firm that specializes in application processing, the likelihood of application “problems” is lessened.  In the instance that a significant problem does occur, the problem is likely to be resolved more quickly and with fewer negative consequences regarding attorney-client relations.

If your firm has limited experience with Medicaid planning strategy development, we are here to consult with you, the attorney.  We will help you understand various planning strategies and options that you may determine suitable for your client.  It’s likely that Platinum’s vast experience can help even seasoned Medicaid Planning Attorneys develop new strategies for the benefit of the attorneys' clients. Platinum and its staff go the extra mile to be compliant with the Florida Supreme Court’s  Advisory Opinion regarding “Medicaid Planning” and UPL.  Therefore, only you as the attorney can make the initial determination and recommendation to the client regarding any asset protection strategies or legal documents.

Finally, by using Platinum’s Medicaid filing service for attorneys, your firm can retain legal work that might otherwise be lost to another attorney who processes applications.  In other words, we can help you learn a new skill and retain the work you enjoy while outsourcing or referring the work you don’t!

What has it been like working with Platinum Benefit Services?

“Platinum truly allows me to enjoy practicing law without the added headaches of dealing with the government bureaucracy.  I have complete confidence that Platinum can take the plan I create, make successful application, obtain a correct approval and stay within the bounds of administration functions.

Without a company providing services like those provided by Platinum Benefit, I would not be willing to practice in the area of Medicaid planning.  I highly recommend Platinum because of the great work they have carried out for both myself and my clients.”

Patrick D. Quarles, Esq.
Richert Quarles P.A.

"As an Elder Law Attorney I would not want to be involved in Medicaid planning without a qualified company processing the applications.  Platinum Benefit Services, Inc. is such a company and is extremely knowledgeable in all aspects of Medicaid planning and application requirements.

I have been associated with Platinum Benefit Services for over 10 years and consider this association vital to my success in getting my clients qualified and approved for Medicaid benefits.”

Michael Johnson
Pansler Law Firm

"Mr. Turbeville and his team are the best in the Medicaid application processing business.  Not only are they accurate and timely in making sure an application will be processed quickly, they go above and beyond in order to make a frustrating and complicated process as easy as possible for the client and their family.  I highly recommend Platinum Benefits, Inc. and Tony Turbeville to anyone in need of help filing a Medicaid nursing home application.”

Michael T. Heider,
Law Office of Michael T. Heider, P.A.