Mason Law Firm Jacksonville

The legal team at J. Demere Mason is certified in a variety of elder law practice areas. Our clients benefit from our ongoing attention to detail, and we are dedicated to providing the highest level of personalized service to each client. We offer experienced legal guidance in the following areas:

Wills: When You Want to Define Your Legacy

A will is the most important plan you will write in your life. Your will ensures that your wishes will be carried out exactly as you desire in the event of your demise or incapacitation. A will can be almost anything you want it to be, based on your specific needs and wishes.

At J. Demere Mason PA, we custom-design each will, as well as supporting documents like healthcare surrogacy or living wills, to the needs and wishes of each client.

You may desire to see that a charity receives funding or support. Perhaps you wish to protect precious family heirlooms or to ensure that your children go to a good and loving home should something happen to you.

We can draft not merely a will, but a full plan to be executed in the event of incapacitation or death. We will help ensure your legacy is protected, your loved ones are supported, and your wishes are carried out.

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Medicaid Crisis Planning: When You Need Care Right Now

If you need long-term care immediately, and you need Medicaid to pay for it, then Medicaid Crisis Planning is for you. But you may find that you cannot receive care because you do not qualify. Either your income or your assets are too high. Simply getting rid of assets or income may result in severe penalties, and this may prevent you from receiving Medicaid for a long time.

At J. Demere Mason PA, we use proven strategies and legal instruments to protect both your assets and income, while helping you become Medicaid-eligible. Then you can focus on your health and get the care you need, not worry about your finances.

Your needs and goals are unique, so we approach every case differently. We will design a solution using legal instruments and strategies specific to your situation. Your solution will be based what you tell us about your needs and goals.

You may have questions, such as “What will happen to my home?” or “Do I need to buy an annuity?” We answer these questions beginning with your free, initial consult. Our process helps you become Medicaid-eligible while protecting your future.

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Medicaid Pre-Planning: When You Want to Protect Your Future

Maybe you don’t need Medicaid today, but you think you will in the future. Medicaid pre-planning is for you.

Medicaid pre-planning allows you to protect your finances in advance while you prepare to become Medicaid-eligible for long-term care. One goal of Medicaid pre-planning is to ensure you have all the resources needed to live the lifestyle you want, from now until you require care. Through pre-planning, you can protect your legacy and your future.

You may be concerned that pre-planning means you must live in poverty until you require care—this is not true! The strategies and legal instruments for pre-planning are different from crisis planning; they are designed to meet your needs, now and until you need care.

Strategies frequently include one or more of a variety of tools: trusts, annuities, promissory notes, personal service contracts, and exempt transfers, among other instruments. Pre-planning allows you to prepare your finances in advance and to maximize your short- and long-term goals and legacy planning.

Good Medicaid pre-planning not only provides for your long-term care, it also provides for your long-term quality of life, your legacy, and, most importantly, your peace of mind.

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