Elder Law & Asset Protection
Guidance and Protection Through Every Stage of Life
Protecting Your Future, Preserving Your Legacy.
At Brandon Family Law Center, LLC, we provide compassionate and knowledgeable elder law services to help clients navigate the unique legal challenges that come with aging. Whether it’s estate planning, Medicaid eligibility, healthcare decisions, or protecting against financial exploitation, attorney Mary Greenwood McDermott and her team are here to guide you. We focus on preserving your assets for loved ones while ensuring your personal needs are fully addressed, serving individuals, couples, and domestic partners throughout the Tampa Bay area.
Navigating Medicaid eligibility can be complex, but at Brandon Family Law Center, LLC, we help you understand the requirements and plan strategically. Our goal is to preserve your assets while ensuring you qualify for vital long-term care benefits when you need them most.
We assist clients in planning for future health care needs by establishing advance directives, health care surrogates, and living wills. Our proactive approach ensures that your medical wishes are respected and your loved ones are prepared to make important decisions on your behalf.
Protecting your financial future often involves reallocating assets to meet Medicaid requirements or to support estate planning goals. We work with you to lawfully reposition your assets, preserving wealth for your family while maintaining eligibility for necessary benefits.
If you have a loved one with disabilities, a special needs trust can safeguard their future without jeopardizing government benefits. We craft personalized trusts that ensure ongoing support while maintaining eligibility for programs like Medicaid and Supplemental Security Income (SSI).
Testamentary trusts, created through your will, offer a way to protect and distribute your assets according to your wishes after you pass away. We design these trusts to provide for minors, special needs beneficiaries, or loved ones who may need financial oversight.
Immediate annuities can be an effective tool for converting assets into a steady stream of income while planning for Medicaid eligibility. We guide you in evaluating whether an annuity fits your financial strategy and help ensure compliance with complex state and federal regulations.
Transferring property during your lifetime can be a powerful tool for asset protection and estate planning. We help you explore your options for gifting or transferring property in a way that minimizes tax consequences and aligns with your long-term goals.
Understanding the rules around gifting is crucial to protecting your estate and avoiding unnecessary taxes. We advise clients on gift tax exclusions, reporting requirements, and strategic giving that benefits both you and your heirs.
Medicaid Planning and Eligibility
We help you qualify for benefits without having to exhaust your assets, using proven strategies that safeguard your financial well-being while ensuring access to the care you need.
Asset Protection and Reallocation
Our team collaborates with financial planners and tax professionals to reallocate and protect your assets. Through careful planning with trusts, wills, and annuities, we help you preserve wealth for your spouse, children, or heirs.
Guardianships and Legal Protection
When a loved one can no longer manage their own affairs, a guardianship may be necessary. We assist families in establishing guardianships that protect vulnerable adults while respecting their dignity.
Strategic Estate Planning
We create customized estate plans tailored to your specific goals. Whether you need to establish a trust, prepare a will, or explore other estate planning tools, we’re here to help you protect what matters most for generations to come.
We’re With You All the Way
Smart Strategies to Protect Your Assets and Secure Your Future