Thank you so much for your referrals! My staff and I truly appreciate the trust and confidence you place in our firm as an elder law expert. 


If I asked "how many of you have legal documents in place should you become incapacitated or, die?" would you raise your hand? If you are not raising your hand then you have become like the shoemaker's children who are the last to wear shoes. As professionals it is an inherent danger to work helping your clients and forget to help yourself and those closest to you. Let me be your trusted planning advisor not just for your clients but for you and your family.  This month I offer some practical tips you can use yourself.


We look forward to continuing to collaborate with you and your clients to co-create solutions that may create peace of mind.


We are your one stop shop for cutting edge elder law services. 

Warmest regards,
Stephanie L. Schneider, CELA  
Stephanie L. Schneider, PA

In This Issue: Beware the Pitfalls of Over-Structuring a Settlement - Read More...
Don't Be The Shoemaker Whose Children Are The Last To Wear Shoes!
Playing The Monday Morning Quarterback: How Traumatically Brain Injured Clients Could Have Avoided Guardianship
News, Events, Programs

Stephanie L. Schneider, PA Newsletter
Elder Law News Lawyers Can Use
February 2012

Don't Be The Shoemaker Whose Children Are The Last To Wear Shoes!


No matter
how great your professional success, you and your family are doomed to be the subject of an expensive and time-consuming guardianship proceeding in the future if you do not have a plan. So...How many of you have a legal plan to manage your financial and medical affairs in the event of incapacity or, disability? 
Here are some smart steps for you to take to create a successful 'living plan':
1. Have a Durable Power of Attorney for financial decision-making that designates a primary as well as successor agents.  This is crucial regardless of whether you are a sole practitioner, entrepreneur or working for a law firm, partnership or corporation. Tip: If you think you can wait because your spouse's name is on your accounts think twice when it comes to retirement accounts, life insurance and annuities. By the way - the new DPOA law went into effect October 1, 2011.
2. Have a Designation of Health Care Surrogate for medical decision-making that designates a primary as well as successor agents.  The medical privacy law called HIPAA will make it difficult for family members to obtain information or, make decisions about your condition.
3.  Have a HIPAA Authorization that specifically authorizes health care professionals to release protected health information to your designated surrogate.
And remember: your "children" over the age of 18 are legal adults and need to plan so thay you and your family may have peace of mind.
    Call me today and allow me to use my expertise to tailor a plan to your unique needs and family dynamics that will create peace of mind.
 "Proper Planning May Create Peace of Mind"
We are your and your clients' partner in the aging process.  Let us help you and your clients navigate the elder law maze!

How Traumatically Brain Injured Clients Could Have Avoided Guardianship



Hindsight is twenty-twenty and it is always easier to assess what should have been done after the fact. Consider some very simple yet powerful planning tips for your and your friends' young adult children.


Tale: A.B. was nineteen (19) years old when he was hit by a police vehicle during a police chase.  A.B. suffered traumatic brain injury. In addition to the resulting physical disabilities (including loss of balance) A.B. has cognitive losses.  The trial attorney advised the parents that a guardianship was necessary in order to file suit against the police department and proceed with a claims bill in the Florida legislature.


Tips: In Florida, when a minor turns age 18 they are a legal adult.  This includes your adult children even though you may still think of them as a 'child.'  In addition to throwing a graduation party consider having the young adult sign the following legal documents to avoid guardianship and maintain privacy: a Durable Power of Attorney that will allow parents to commence a lawsuit and settle a claim; a Designation of Health Care Surrogate; and a HIPAA Authorization (see descriptions above).


Your clients, friends and neighbors will love that you saved them  thousands of dollars that a guardianship could have cost the family, and you maintained their privacy simply by referring them to our office to create a legal plan.


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Print Open House Invitation
Call us to host Advanced Level CLEs
  "Preserving the Personal Injury Settlement for the Aged and Disabled Client"
"Medicare Set Arrangements - they're not just for Worker's Compensation Cases anymore"
at your office.
Earn 1 CLE credits or 1 Trial Law certification credits and .25 ethics credit for each program. 
Phone:  954-382-1997 or Click "Schedule a Presentation" on our website at 
Representative Special Needs Trusts, Asset Protection Planning and Guardianship Clients
Guardianship & Trust Professionals
Michael Carris, VP, Senior Trust Advisor
Regions Morgan Keegan Trust
Ft. Lauderdale


Barry Givner, Sr. V.P, Wealth Mgt. Specialist
Coconut Grove Bank
2701 S. Bayshore Dr.
Jean Smith, V. P.  Trust Advisor
Denise Lettau, V.P. Trust Advisor
Sun Trust Bank, N.A.
Fort Lauderdale



Earl Denney; Bill King; Jack Hill
Searcy Denney, et al
West Palm Beach


Ervin Gonzalez; Patrick Montoya
Colson, Hicks, Eidson
Coral Gables


Nancy LaVista
Clark Fountain La Vista Prather Keen & Kittky-Rubi
West Palm Beach
Lisa Levine/Mark Glassman
Levine & Glassman, LLC
2893 Executive Park Dr. Ste 203
Weston, FL  33331

Gloretta Hall; Linnes Finney
Gary, Williams, et al


Leesfield & Parners
Mitchell Panter
Panter, Panter & Sampedro


Daniel Larson
Vaka Larson Johnson


Lon Worth Crow


Don Hinkle
Hinkle & Foran
We invite you to share this newsletter.
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Thank you.
  Estate & Incapacity

♦ Probate & Trust   


♦ Last Will & Testament

♦ Revocable Trust

♦ Durable Power of Attorney

♦ Designation of Healthcare 

♦ Quit Claim Deed

♦ Living Will

  Advocacy Services
♦ Guardianships (adults &
  minors)/Guadian Advocacy

♦ Long Term Care Facility
   Residents' Rights

♦ Medicaid Applications &

♦ Veterans Benfits Planning

Government Assistance


♦ Special Needs Trusts

♦ Representation of Trustees

♦ Protecting Lawsuit
  Proceeds & Inheritances
  while Preserving Medicaid &
  SSI Eligibilty

♦ Exceptions to Medicaid
   Lien Recovery


♦ Reduction of Third
   Party Medicaid Liens
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Stephanie Schneider, CELA
Stephanie L. Schneider has been selected as a
Top Lawyer in Elder Law in the 2011
 South Florida Legal Guide
and Florida SuperLawyers 2011
 Stephanie is accredited by the Veterans Administration
to counsel clients about veterans benefits planning.

Recent Seminars & Events

January 19, 2012

Suntrust Roundtable
Fort Lauderdale

Families with Special Needs

January 31, 2012

Uncover the Secret of Veterans Aid & Attendance Benefits breakfast seminar for funeral directors and pre-need planners at our office

February 22, 2012

Memorial Regional Hospital


Free Breakfast Symposium:
Cultural &Social Diversity

CEUs Availalbe

Visit or call Hillary Josephs at our office for more information or  to schedule Stephanie to speak at your office or organization.

Leap Day Open House

Music, Food,Netoworking, Raffles
and you might even lean something...

RSVP: 2/23/12