Elder Needs Law, PLLC, is a prominent Florida Elder Law Firm comprised of a team of compassionate and highly-skilled professionals who are committed to helping seniors and their families understand how elder law services can assist them in estate and long-term care planning.
The firm’s services encompass the ‘Elder Law Umbrella’, including Medicaid Planning, Asset Protection Planning and Asset/Wealth Preservation, Incapacity Planning, Trusts and Estate Planning, Probate, and Guardianship.
Elder Needs Law, PLLC has four physical offices in Miami-Dade, Broward, and Palm Beach County. The Firm is also proud to serve clients statewide virtually.
WHO OUR CLIENTS ARE:
Our clients are Florida residents, and those relocating to the state. They have raised families, built careers, and contributed to their communities. Through hard work their entire lives, our clients have amassed savings, investments, real estate, and other assets. We seek to educate our clients so they understand the full range of government benefits to which they are entitled (either currently or those benefits that they can attain through strategic planning).
Our clients may need long-term care assistance (home care, ALF care or skilled nursing facility care). Our clients realize that their hard-earned assets need to be preserved and protected, for their ongoing care, as they progress through life stages. By preserving what they have, our clients are able to lead a higher quality of life and have more assets to pass onto their heirs.
Our clients are looking to the future and realize how important it is to plan-ahead and for the unforeseen, ill-health and disability and ensure there is a trusted family member or friend empowered to act on their behalf. Our clients understand the value of putting their affairs in order, through comprehensive Estate Planning.
Our clients want financial freedom and autonomy, through strategic advanced planning. Our clients want to work with a law firm that will provide solutions that meet their unique needs.
Jason Neufeld, Esq.,
Founder, Managing Partner, and Principal Attorney
Jason is the Managing Partner of the firm. Jason serves as Lead Attorney for Florida Medicaid Planning, Asset Protection Planning and Government Benefits Preservation Planning client matters.
Jason is a sought out guest lecturer to both attorneys and the general public. He frequently publishes articles online and in Florida elder law publications. He is the author of the book: How to Get Medicaid to Pay for Some or All of Your Long-Term Care Expenses. Jason is committed to providing practical education to all Floridians through these publications and on his YouTube Channel.
He is also proud to serve on the Board of Directors and Executive Committee of the Academy of Florida Elder Law Attorneys.
Carrie N. Felice, Esq.,
Partner
Carrie is a Partner of the Firm and Department Chair for all Estate Planning, Probate and Real Estate clients. Carrie serves as Lead Attorney for all potential and current clients who fall within these departments of the Firm.
Jody Miller, Esq.,
Associate Attorney
Jody is an Associate Attorney of the Firm and Drafting Attorney. Jody handles most of the Firm’s legal document preparation; collection of data required to complete document drafts; document distribution to clients; Legal Document Signing Procedures; tracking progress of signing/return of documents from clients; PSNT/EPIC; Deed Recording processes obo engaged clients.
Eugene La Neve, Esq.,
‘Of Counsel’ Attorney
Gene is an ‘Of Counsel’ Attorney to the Firm. Gene maintains his own successful law Firm located in South Florida (Miami/Kendall) and provides Guardianship legal services to Elder Needs Law, PLLC clients who are referred to him and engage his Firm.
Elana M. Murray
Elana is the Firm’s Practice Administrator responsible for overall management of the Firm’s day-to-day operations, including Management of the Firm’s Staff; Staffing/Recruitment/Staff Retention and Training; Benefits/PTO Administration; Development and Enforcement of Workplace Policies, Procedures and Communications Practices; Client Matter Management; Client Engagements and Fees; Client Relations, including Marketing Communications. Elana is the primary point of contact for resolutions obo Jason Neufeld, as-needed.
Carolyn Carroll
Carolyn is one of the Firm’s Medicaid Legal Case Managers and handles management and submission of all Medicaid Applications (both ICP and Waiver) through to Approvals; Medicaid Client Communications; Interaction with DCF/MEDICAID; Fair Hearings.
Tracy Meli
Tracy is one of the Firm’s Medicaid Legal Case Managers, whose primary function is to manage the Medicaid Required Documentation Process; conduct Medicaid Waiver Waitlist Coaching calls; handle all Reporting on Medicaid clients’ matters through Matter Tracking Reports; lead weekly Med Team Meetings and participant in Client Med Team Strategy meetings.
Sandra Castro
Sandra is a Client Engagement Specialist, whose primary function is to maintain connections with potential and engaged clients. Sandra conducts Intake/Triage helping potential clients drill-down to the root of their legal matter and explains how the Firm can help. She schedules, conducts and follows-up post consultation with the goal of conversion; is the primary point of contact for the Firm’s engaged clients; provides support to Jason Neufeld, Carrie N. Felice, and Elana Murray. Matter management, handling Client Engagements and fee collection round out just some of her responsibilities. Staff defer to Sandra as the primary point for resolutions obo Elana Murray, as needed. Sandra is bi-lingual, with Spanish being her Primary language.
Ajani Jackson
Ajani Jackson is a Client Engagement Specialist for the Medicaid/Asset Protection/Government Preservation Planning department of the Firm. Ajani serves as the Firm’s primary point of contact for ALL potential new Medicaid/Asset Protection/Government Preservation Planning clients; performs Triage and “Deep Dive” (conducts in-depth consultations) with potential clients explaining the value of working with our Firm and how we can help our clients through a difficult process. Ajani provides customer service and client relations to ensure their needs and expectations are surpassed.
Grace Bentrewicz-Cheatham
Grace is the Firm’s Primary Intake/Triage Specialist and Outreach Coordinator. Grace fields nearly ALL inbound direct phone calls from potential new clients, as well as all after-hour call reports received from the Firm’s 24 x 7 answering service. Grace helps potential clients drill-down to the root of their legal matter and explains how the Firm can help. She schedules consults, sends/tracks confirmations, collects Intake Forms and Consult Fees; creates new Matters; tracks follow-up and additional outreach to our clients; provides information on our Firm and the services that we provide to clients, PCs and the public-at-large; responds to basic questions on our services. Grace provides scheduling support to Jason Neufeld.
Sofia Balcazar
Sofia supports the Client Engagement Specialists, Intake Specialists and Scheduling by conducting strategic follow-up via phone calls, texts and emails with potential new client and engaged clients, with her primary goals to schedule paid consultations, convert post-consult and keep the Firm TOP OF MIND with past & present clients. Sofia assists in ensuring Client Matters are opened and populated/updated properly and in a timely matter. She also checks her own, plus the rest of the Team’s daily TASK lists to ensure they are conducting follow-ups and meeting our clients’ needs in a timely fashion. Sofia is bi-lingual, with Spanish being her Primary language.
Juan Jaramillo
Juan supports the Client Engagement Specialists, with primary focus on Intake, Scheduling and conducting strategic follow-up via phone calls, texts and emails with potential new client and engaged clients within the Medicaid/Asset Protection/Government Preservation Planning department. His primary goal is to schedule paid consultations, convert post-consult and keep the Firm TOP OF MIND with past & present clients. Juan assists in ensuring Client Matters are opened and populated/updated properly and in a timely matter. He also checks her own, plus the rest of the Team’s daily TASK lists to ensure they are conducting follow-ups and meeting our clients’ needs in a timely fashion. Juan is bi-lingual, with Spanish being his Primary language.
