Medicaid Advice by non lawyer is Illegal

 

 

The Florida Supreme Court has recently ruled that advice from nonlawyers as to Medicaid planning is the unauthorized practice of law.  When the non bar person or non lawyer renders advice as to “the initial determination that the particular legal document or Medicaid planning strategy is appropriate for the client given the client’s particular factual circumstances” this is the unauthorized practice of Law. Florida Bar News 3/1/2015; The Florida Bar RE: advisory opinion-Medicaid Planning Activities by Nonlawyers, case number SC 14 – 211.