Mary Alice Jackson on Crafting First-Party Special Needs Trusts in Florida (PDF)
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First-party SNTs must meet specific criteria outlined under federal law and regulations, including age and disability status of beneficiary, who may establish SNT, and inclusion of Medicaid payback provision. The combination of the intricacies of special needs law, Florida's broad homestead protection, and the estate recovery mandates found under federal law are challenging.
Mary Alice Jackson is a founding partner of Boyer & Jackson, P.A., an elder law and special needs law firm founded in 1995. She is a Fellow of the National Academy of Elder Law Attorneys and is Board Certified in Elder Law by the Florida Bar. Mary Alice has been AV rated by Martindale Hubbell for the past 12 years. She is a Member and Past Chair (1999-2000) of the Elder Law Section of the Florida Bar, a past President of: the Sarasota County Bar Association, Tidewell Hospice, the Area Agency on Aging of Southwest Florida, and Senior Friendships Centers, Inc. She teaches Long-Term Care Planning in the LL.M. program in Elder Law at Stetson University College of Law, her alma mater (1991). Mary Alice is licensed to practice law in Florida and Texas, and maintain offices in Sarasota, Florida and Austin, Texas.
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