
Medicaid Planning and Florida Probate: Protecting Assets While Qualifying for Long-Term Care
Long-term nursing home care in Florida costs more than $10,000 per month. For many families, Medicaid is the only realistic
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Long-term nursing home care in Florida costs more than $10,000 per month. For many families, Medicaid is the only realistic

When a parent can no longer manage their finances, make safe medical decisions, or protect themselves from exploitation, Floridaโs guardianship

A well-drafted durable power of attorney is supposed to prevent the need for guardianship. Thatโs the whole pointโyou choose someone

If you believe a loved oneโs will was the product of undue influence, or that a trustee is mismanaging trust

A father changes his will six weeks before dying, cutting out three children and leaving everything to a live-in girlfriend

A revocable living trust is one of the most powerful estate planning tools available to Florida residentsโyet it remains one

You co-own a property in Florida. Your co-owner is renting it outโor renting part of itโand pocketing the income without

If youโre involved in a Florida real estate disputeโwhether youโre suing to enforce a contract, defending against a fraudulent transfer,

When a family member suspects that a will or trust was procured through undue influence, fraud, or while the maker

When a family member with a developmental disability turns 18, parents often face an urgent and emotional question: how do

When someone dies and the original will cannot be found, Florida law does not simply treat the estate as if

Imagine you receive news that a parent has passed away. The Will states that your inheritance will be placed into

In Florida guardianship proceedings, the appointment of an examining committee is a standard, almost clinical procedural step. Most families, and

For most families, becoming a Guardian Advocate for a disabled loved one feels like a natural extension of parenting. It

It is a nightmare scenario: you suspect the legal guardian appointed for your parent or sibling is mismanaging their money

Disputes over an elderly parentโs property are among the most painful challenges a family can face. When a Will or

Being named a beneficiary of a trust is a significant responsibility, but it often comes with a heavy dose of

When someone passes away in Florida, their home or land often becomes co-owned by several heirs. Siblings, children, or extended

When a person grants a Power of Attorney in Florida, they confer extraordinary authority upon another individualโthe agentโto act on

When a loved one with a developmental disability turns 18, families often face tough questions. How do we balance independence

When a loved one grants someone a Florida Power of Attorney, they hand over immense control of their finances and

Partition actions in Florida are governed by Chapter 64 of the Florida Statutes. These proceedings are equitable in nature and

As a trust litigation attorney practicing in Florida, I regularly encounter trustees who fail to grasp the full scope of

In Florida probate litigation, disputes often arise over how real estate was conveyedโor whether it was conveyed at all. Many

Florida continues to be a popular destination for Canadian citizens seeking sunshine, rental income, or a future retirement home. But

In Florida trust law, few principles are more powerfulโor more dangerous for trusteesโthan the presumption that arises when a fiduciary

In Florida, the legal capacity required to execute a deed, will, or trust is a critical issue in estate planning

In Florida, life estates are commonly created to ensure a surviving spouse can remain in the family home while reserving

The administration of a trust in Florida is governed by strict statutory requirements designed to ensure accountability and transparency. Trustees

Guardianships in Florida are critical legal tools for protecting individuals unable to manage their affairs. These arrangements, however, are not

Over the years my office has handled thousands of estates.ย Although every situation is different, here are some common problems
In Florida, Probate law can involve contesting a will and renouncing benefits under it. This is a nuanced area, as

Floridaโs new law, Section 82.036, has brought a significant shift in how property owners can handle unlawful detainer situations. ย Remember

In Florida probate law, the role of a personal representative is essential to the administration of an estate. The personal

In Florida, probate law provides clear pathways for resolving estate disputes, and one key principle is that probate remedies must

In Florida probate law, the doctrine of dependent relative revocation (DRR) plays a crucial role in determining whether a revoked

In Florida, trust litigation often revolves around the rights of beneficiaries, and one of the most critical rights is the

In Florida, property disputes involving multiple ownersโknown as cotenantsโare often resolved through partition actions, especially when owners cannot agree on

When designing an estate plan in Florida, one critical decision many individuals face is how to transfer property to their

Navigating probate in Florida can be complex, especially regarding the distribution of a deceased person’s assets. Florida Statute 733.805 provides

The right of contribution among co-tenants (Co-owners) for expenses related to jointly owned property is a well-established principle in common

The case of “In re Estate of Salathe” clearly states that Florida’s intestacy laws apply to the inheritance of property

Real estate litigation in Florida often intersects a few different areas of law. Uniquely to our State of Florida is

RIDGEWAY V. RIDGEWAY Life insurance litigation can be controlled by both state court and federal principles. In Florida a Trial

When a settlor (creator) of a trust dies, sometimes it is necessary to probate their estate.ย While one of the

What is a curator in a probate estate and what is their role?ย Florida Statute ยง733.501 defines what a curator

In Florida trust law, the term “qualified beneficiaries” is crucial for understanding the dynamics of trust management and the resolution

What is Property Partition? Property partition in Florida is a legal process that divides jointly owned property among its owners,

The Renunciation Rule and Its Implications The renunciation rule stipulates that if a beneficiary decides to contest a will, they

A health care surrogate and living will are important pieces of a robust estate planning portfolio.ย This article will dive

Trustees have several obligations under the Trust code and also additional obligations as set forth in the Trust Agreement. Some

Creating a will is a crucial step in ensuring your assets are distributed according to your wishes after you pass

Homestead rights are complicated. Typically, a spouse has an inherent right in the homestead property of a spouse, even if

The surviving spouse in Florida is entitled to a minimum share of the Estate. That concept is known as the

When it comes to Florida Probate, the Personal Representative faces the critical task of distributing all the assets left by

In Florida each co-owner or Property has shared responsibilities for the maintenance and upkeep of the asset and also has

If a child is omitted in a last will and testament who was either born or adopted after making a

Probate is never an easy process, and it becomes all the more challenging when difficult heirs or family members are

What is the Florida Wrongful Death Act? The Florida Wrongful Death Act is the primary authority governing wrongful death cases

In the state of Florida, homestead protections are a significant topic of interest for property owners. These protections serve as

Key Points Summary Florida Probate Processes Formal and Summary Administration are common probate procedures in Florida Guardian ad Litem A

Probate Administration is a crucial legal process that comes into play after an individual’s passing, serving as a vital bridge

Creating a last will and testament is a crucial step in ensuring that your final wishes are honored and your

As Floridians, we understand the importance of ensuring that legal agreements accurately reflect the intentions of the parties involved. However,

Probate can be a complex and emotional process, especially when it comes to determining the rights of a surviving spouse.

Trusts are a crucial component of estate planning, offering a means for individuals to ensure their assets are managed and

As anyone familiar with probate litigation knows, understanding the intricacies of the process can be quite a task. In this

When it comes to probate matters in Florida, it is crucial to have a clear understanding of the Garn-St Germain

When it comes to managing trusts in Florida, trustees have a paramount responsibility to uphold the best interests of beneficiaries.

Filing a death certificate is a crucial process, ensuring accurate records are maintained for individuals who have passed away. However,

Introduction Trustees play a critical role in managing the assets of another person. With their broad discretion and limited oversight,

Introduction When it comes to the validity of a Last Will and Testament, testamentary capacity plays a crucial role. In

We litigate Estates throughout Florida and one of the most significant issues I come across during will contests is the

As a property owner in Florida, it’s crucial to consider the possibility of clouds on the title that may arise

As Real Estate lawyer I find the concept of adverse possession in Florida particularly intriguing. Adverse possession is a legal

In the state of Florida, partition law governs the division of jointly owned real estate when the co-owners are unable

In the realm of personal finance, life insurance stands as a pillar of financial security and peace of mind. It

As a probate litigation attorney, I often deal with the ins and outs of Power of Attorney (POA) litigation, a

Florida Law Removal of a Trustee My office litigates trust disputes throughout the state of Florida. One major recurring topic

Estate planning and trust administration can be complex, particularly when disputes arise. It’s crucial for individuals involved in a trust

Co-trustees play a vital role in managing and administering trusts. They hold a fiduciary duty to act in the best

Blended families are increasingly common in today’s society, as more individuals remarry and create new family structures. According to the

In today’s increasingly digital world, it is crucial to consider digital assets when creating an estate plan. In Florida, the

The Agency for Healthcare Administration is generally entitled to recover Medicaid payments from a probate estate as a creditor, but

What is a Last Will and Testament? A will is a legal document that outlines your final wishes and dictates

Who gets to be personal representative of an estate in Florida? The Personal Representative administers the estate and is โin

What is Heirs Property as defined by Florida law? When it comes to real property held in tenancy in common,

Florida Statute ยง732.901 states that โthe custodian of a will must deposit the will with the clerk of the court

Lis Pendens โ Notice of Litigation Lis Pendens literally means โsuit pendingโ it is defined as the โjurisdiction, power, or

There are companies through the United States which comb through death notices and probate courts searching for a probate opened

Florida Law ensures that a surviving spouse of someone who died intestate (without a will) still receives or is entitled

One reoccurring issue in Florida law and Probate Administration is the application of Homestead protections from a decedent to a

Introduction Florida Next of Kin Law outlines the process for determining who is legally entitled to inherit property or assets

introduction The probate process is the legal procedure for distributing a deceased person’s assets to their beneficiaries. The process typically

I. Introduction Probate is the legal process of settling a deceased person’s estate and distributing their assets to their beneficiaries.

Just because you wrote a Will doesnโt mean your wishes will be followed. Many people are aware that if you

Often we will speak with Clients about their estate planning needs and discover that there are major misconceptions about what

The case of Morrison v. Smolarick, No. 2D20-2693, is a decision made by the District Court of Appeal of Florida,

Florida trust litigation refers to legal disputes that arise involving trusts in the state of Florida. These disputes can

Florida law has various tools to remove folks improperly in possession of Property. The basic tools include the following options

GENERAL CONSIDERATIONS: As you begin to plan your estate and consider who you would like to serve as your personal

What is a Partition in Florida? In Florida, partition is a legal process by which co-owners of a property can

In a partition proceeding in Florida, an accounting must be conducted to determine whether each co-owner has paid their fair

What is a Caveat? A caveat is a legal notice or warning that may be filed with a court or

AGENT DUTY AND LIABLITY UNDER FLORIDA LAW A power of attorney is a legal document in which a person (the

Ok first some basics, in the state of Florida, creditors of a deceased individual may file a claim against the

Life Estate interests as the name suggests are interests in real property measured by the lifetime of the grantee or

The Probate action is an action over property and the distribution of Property among heirs and is often referred to

One common concept that gets liquidated frequently in Probate Administrations in Florida is the concept of Preference of Appointment. Meaning

The main ways to hold title to real estate in Florida are (1) Tenants in Common (2) Tenants by the

Being a Trustee over a Florida Trust is not always a fun job. The Trustee has some important responsibilities governed

A recurring challenge in Florida Probate administrations centers around the handling of homestead Property.ย As the homestead property is not

Sometimes being a Personal Representative in a Florida probate proceeding is quite easy.ย These are the cases where the administration

Unfortunately, many Floridians continue to fall victim to exploitation and abuse.ย The Florida legislature has provided some tools to aid

We often see people come in after a loved one has died with a will from ten, fifteen, or even

A common problem arises in Probate cases where property is transferred to one or more family members and there is

Florida Probates can take a variety of different forms depending on the nature of the representation.ย Small Estate proceedings, called

Sometimes life events occur that require a change in Estate planning.ย In Florida will contests and Probate litigation can often

A probate proceeding in Florida is a Court supervised distribution system designed to protect beneficiaries and creditors and to ensure

With the popularity of โavoiding probateโ seminars, books and do-it-yourself guides that flooded the State of Florida over the past

WAIVER OF SPOUSAL RIGHTS UNDER FLORIDA PROBATE LAW Florida probate law contains numerous protections for a surviving spouse.ย These interests

FLORIDA LAW: WHO TAKES CARE OF MY CHILDREN IF I DIE? Not surprisingly a common concern among our Clients is

A common question presented to our office during Estate planning consultations is how to avoid probate in Florida.ย Complicated and

Often because of an inheritance or a change in circumstances, two unmarried people end up jointly owning real estate.ย This

Florida law allows for the recovery of civil damages on behalf of minor children.ย Florida law allows for natural guardians,

One issue that arises frequently in a Probate Administration is the devise, bequest or inheritance to a minor (under 18

In a Florida Probate proceeding one of the principal guiding aspects of the law is to give meaning and intent

Florida probate administration has statutory rules governing what should happen if there are simply not enough assets to pay all

A recurring problem in Florida real estate transactions is an invalid conveyance or sale because of the failure to understand

Many of our Clients have loved ones who have passed away in Florida but they themselves are residents of a

The creation of a Last Will and Testament is a tool to alter your estate plan from the default rules

What is a Petition for Administration In a Florida probate proceeding if you have not initiated the case, you may

During the course of handling probate administrations, estate planning and contested adversarial probate cases throughout Florida, one dark and recurring

Although Hurricane Irma was less damaging than first anticipated, it has caused major damage throughout the state.ย Many families were

Florida Law has a mechanism for the establishment of paternity testing.ย Fla. Stat. ยง742.12 provides a framework for the evidentiary

A recurring source of litigation in Florida revolves around the rights of buyers and sellers operating under an โAs Isโ

Most insurance policies provide that an insurance company maintains the right to take an โExamination Under Oathโ or EUO of

Pursuant to the Florida Rules of Probate Procedure an interested person has 30 days to object to a Final Accounting

Obviously the words contained in a last will and testament have significant impact.ย ย Countless books in law libraries are filled

In Florida, if a loved one has passed away while residing in a rental property, the heirs of the estate

One of the most common tools used to take advantage of the elderly in Florida is the Power of Attorney

Florida law provides a procedural and statutory guide which sets for the rights/powers and obligations of an Executor in the

One of the most common questions I receive from folks is simply โWhat is probate court?โย Probate is the court-supervised

Often times in Florida we see heirs or beneficiaries who realize that they have a share of a probate estate

If your reading this article, chances are you may have received the statutorily required notice to claimaints with an interest

A common scenario in Florida Trust litigation occurs when a settlor creates a trust in Florida but the trustee is

Florida law requires that the transfer of mobile homes in most cases be done through transfer of a certificate of

One of the more frequently encountered areas of confusion in Florida Probate and real property disputes revolves around Floridaโs state

Importantly, in a Formal Administration a Personal Representative is nominated.ย Often referred to as an โexecutorโ in other states, Florida

One of the primary justifications used for the blanket denial of coverage for many insurance claims stems from a general

The general duty of a Personal Representative to faithfully gather the assets of the decedent also includes an obligation to

One of the common themes that we encounter in dealing with probate litigation in Florida is an unsupervised family member

Fire Losses unfortunately cause the destruction of substantial structural components and the loss of significant personal property items.ย When dealing

General Considerations common to most Florida Homeowners Insurance Policies : In Florida, the policy of insurance covering your home or

Florida law allows owners of property to hold title to real property in various ways.ย Each type of ownership has

Dealing with probate litigation and administration, we frequently observe how poor estate planning and/or unscrupulous family members destroy the intentions

One of the primary sources of property damage claims in Florida includes damage to a roof system caused by windstorm

In April we originally talked about the ways to set aside a Default Final Judgment in Florida.ย You can access

If youโve just discovered the contents of a relativeโs Last Will and Testament and are not happy with the results,

If youโre not an expert in legal matters, understanding probate law in Florida can be difficult. A common question that

Florida Will and Trust Contests Part I: An Overview Unfortunately a testatorโs last wishes or estate plan can be simply

We hear from many heirs and beneficiaries who are unhappy with the administration of their Probate for a variety of

For mostย people being sued is a terrible and stressful event. ย Sometimes, rather than facing the uncertainty ย head on, people fail

Death and Taxes, famously inevitable and often quite brutal on the un-seasoned Florida executor or Personal Representative dealing with a

Here is a common scenario, you have fought the good fight, gone through litigation, obtained a Judgment from a Judge

In previous posts we have provided an overview regarding the collection process in Florida.ย You can access that article by

Frequently we deal with Florida Probates where an heir or a beneficiary is unable to be found. ย If you have

A statute of limitations sets the time frame upon which a cause of action may be brought. ย Typically, Florida Statute

I have recently encountered several homeowners struggling with the foreclosure process and a battle with their homeownersโ insurance company at

When thinking about your estate planning options, it is important to know the backdrop upon which your decisions will be

Frequently our office gets calls from people involved in the collections process as either a debtor, a person owing money,

Our office frequently encounters questions from folks in the Tampa Bay Area and beyond regarding Probate.ย Some estates simply consist

Our office handles quite a few Florida Foreclosure cases.ย An issue that constantly arises is the conjunction between Bankruptcy Law

If you find yourself reading this article you may be interested in opening a safety deposit box of a family
Miranda Pages serves as the Client Operations Manager, bringing over a decade of leadership and management experience in youth program administration. Throughout her career, she has overseen team operations, staff development, and program coordination, experience that translates seamlessly into managing client services and internal operations in a professional environment.
Known as the teamโs go-to resource, Miranda is highly reliable and deeply dedicated to supporting both colleagues and clients. Her commitment to professionalism and service helps ensure the team operates efficiently while maintaining the high level of care clients expect.
Juan G. Croussett is a litigation attorney at Zoecklein Law, where he represents clients in complex probate and trust disputes and other contested matters. Known for his strong courtroom presence and strategic approach to advocacy, Juan focuses on protecting clientsโ interests through thorough preparation, persuasive legal argument, and disciplined case management.
Juan earned his Juris Doctor from Florida Coastal School of Law and holds a Bachelor of Arts in Political Science and History from the University of South Florida. Over the course of his career, he has developed extensive litigation experience handling a variety of complex matters, including property disputes, dependency proceedings, and high-conflict cases involving sensitive family issues.
Before joining Zoecklein Law, Juan served as a Senior Attorney with the Florida Department of Children and Families and later as Lead Dependency Attorney at The Spring of Tampa Bay. In these roles, he regularly appeared in court, managed complex case portfolios, and advocated on behalf of individuals navigating difficult legal circumstances.
At Zoecklein Law, Juan brings this depth of litigation experience to guide clients through challenging disputes with clarity, diligence, and strong advocacy. He is committed to developing thoughtful legal strategies and delivering results-driven representation.
Outside of his legal practice, Juan is a devoted husband and father who values family and community
Keegan Ashmore Gothers is an attorney at Zoecklein Law, where he assists clients with probate, estate, guardianship, and other civil litigation matters. He is known for his strong analytical skills, attention to detail, and ability to navigate complex legal issues while providing thoughtful and strategic support throughout the litigation process.
Keegan earned his Juris Doctor from the University of Miami School of Law and holds a Bachelor of Science in Sports Administration with a minor in Business Administration from the University of Louisville. During law school, he distinguished himself in competitive arbitration competitions, earning recognition as a champion in the University of Miami MLB Arbitration Competition and a finalist in the Tulane International MLB Arbitration Competition.
Prior to joining Zoecklein Law, Keegan gained experience working on a variety of civil litigation matters, including real estate disputes, contract issues, probate matters, and business disputes. He has experience drafting pleadings, conducting legal research, preparing discovery, and assisting with depositions, mediations, and motion hearings.
Outside of his legal practice, Keegan enjoys watching sports, spending time with friends and family, and golfing. His background in athletics reflects a competitive spirit and team-oriented mindset that he brings to his work serving clients
Mr. Rubin currently focuses on probate administration, estate litigation, and general civil litigation.ย Mr. Rubin grew up in Miami, Florida, and graduated from the University of Miami where he obtained a Bachelorโs of Science in Communications.
Mr. Rubin obtained his juris doctorate degree from Florida International University College of Law in Miami, Florida.ย While at Florida International University, Mr. Rubin was a member of the Negotiation and Mediation Team, and competed in several competitions, including the Tulane Law School Professional Football Negotiation Competition.ย While at Florida International University, Mr. Rubin interned at the Miami-Dade State Attorneyโs Office and the Broward Public Defenderโs Office.
After graduating, Mr. Rubin worked at the Fort Myers Public Defenderโs Office as an Assistant Public Defender, and then worked for Florida Rural Legal Services, where he focused on family and immigration law.ย Mr. Rubin joined Zoecklein Law, P.A. in July of 2023.ย While not working, Mr. Rubin enjoys spending time with his girlfriend and their three cats, four spiders, one snake, and one scorpion.
A Florida Bar licensed attorney since 2011 with a passion for justice, a track record of successful courtroom and jury trial experience, and a diverse background that extends beyond the legal world. As a past assistant state attorney and co-owner of a successful online business, I bring a unique blend of legal expertise and entrepreneurial spirit to everything I do.
My dedication to the well-being of the community began with my service in the U.S. Army Reserve, evolved into keeping drunk drivers off the street, and is now focused on helping people find closure during difficult times, putting loved ones to rest, and mitigating the injustices of the legal system.
I grew up in Tampa, Florida, and after 2 years at the American University in Washington, D.C., I returned to the state and graduated with honors from the University of Florida with a degree in history. I received my Juris Doctor from the University of Maine. After deciding New England winters were too gloomy, I returned to the state for a second time. When I am not working, I cherish spending time with my wife and our pets.
Mrs. Zoecklein is a highly accomplished and driven professional with a successful track record in both accounting and customer service. As a devoted spouse and parent to three wonderful children, She values the importance of work-life balance and strives to lead by example in maintaining a fulfilling family life alongside her career.
With an innate sense of self-drive and ambition, Mrs. Zoecklein has consistently demonstrated exceptional leadership and organizational skills, making her an invaluable asset to every team she has been a part of. Drawing from her experience in accounting, she has managed financial operations with precision and an eye for detail, ensuring smooth financial transactions and accurate record-keeping.
In the realm of customer service, Mrs. Zoecklein has honed her communication and interpersonal skills, establishing strong rapport with clients and colleagues alike. She takes great pride in delivering exceptional service, consistently exceeding expectations, and ensuring client satisfaction.
Outside of her professional pursuits, Mrs. Zoecklein finds immense joy in the company of her loving spouse and three children. She believes that family forms the cornerstone of a fulfilling life and embraces opportunities to create lasting memories with them. Whether it’s embarking on adventurous outings, engaging in creative endeavors, or simply relishing quality time at home.
With a perfect blend of professional dedication and family-centered values Mrs. Zoecklein embodies a well-rounded and driven individual, whose commitment to excellence extends to both her career and the cherished relationships that enrich her life.
Mr. Zoecklein’s primary focus centers on Probate and Plaintiff’s Civil Litigation. His esteemed team is actively handling cases across the State of Florida in the areas of probate administration, estate litigation, insurance claims, and business law. Hailing from Blacksburg, Virginia, he graduated cum laude from Virginia Tech with a degree in business management, successfully running multiple franchises in Virginia and North Carolina during his time there. Pursuing higher education, Mr. Zoecklein earned his juris doctorate degree cum laude, along with a Masters in Business Administration, from Stetson University College of Law, where he notably represented the university in numerous national and international legal academic competitions. A highlight of his law school journey was winning a National Moot Court competition for Stetson, displaying his exceptional legal acumen. During his time at Stetson, Brice also contributed to the Center for Advocacy of Elder Law and interned at the U.S. Attorney’s Office for the Middle District of Florida. Following graduation, he embarked on a career with a prominent insurance defense firm, but his passion for Plaintiff advocacy and consumer justice led him to dedicate his legal pursuits exclusively to the representation of consumer rights. Apart from his professional endeavors, Mr. Zoecklein treasures quality time with his wife and three children. Through his unwavering pursuit of justice, both inside and outside the courtroom, Brice Zoecklein exemplifies the essence of a compassionate advocate and a reputable professional, dedicated to upholding the values of integrity, empathy, and fairness in all aspects of his life.
Stetson University College of Law โ cum laude
Virginia Polytechnic Institute โ cum laude
Mr. Zoecklein and Zoecklein Law are currently litigating cases in the following practice areas:
Email: [email protected]
Tampa Office: (813) 993-4967
Lakeland Office: (863) 808-0530
Sarasota: (941) 313-3330
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