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Marie Conforti

Vero Elder Law

Marie Conforti

Vero Elder Law

Marie Conforti

Vero Elder Law

Marie Sullivan Conforti, a native Bostonian, resides in Vero Beach with her husband, John. She is a competent and compassionate attorney who has chosen to build a client-focused law practice to serve the aging and senior population. She works closely with clients to balance the goals of preserving wealth for future generations with need to prepare for the possibility of incapacity and/or long-term care. Family members who live far away, can count on Attorney Conforti to help take care of their loved ones in Florida. As a former teacher, she places great value on educating clients and community members. She makes frequent seminar presentations on Elder Law and Estate Planning Issues on a pro bono basis and is available to speak to community groups upon request.

Professional and Academic Credentials:

  • Admitted to practice in Florida, Massachusetts and New Hampshire
  • J.D. Franklin Pierce Law Center, 2002, Top 10% of Class, Dean’s Academic Excellence Award
  • M.B.A. Northeastern University, 1984, cum laude
  • M.Ed. Harvard Graduate School of Education, 1982, cum laude
  • A.B. Harvard College, 1979, cum laude

Professional Affiliations:

  • National Academy of Elder Law Attorney
  • Academy of Florida Elder Law Attorneys
  • Elder Law and Real Property, Probate and Trust Law Sections, Florida Bar
  • Indian River Estate Planning Council
  • Indian River County Bar Association

Firm Description

Practice Areas

  • Estate Planning
  • Elder Law
  • Medicaid Planning
  • Probate and Trust Administration
  • Wills and Trusts
  • Special Needs Trusts & Planning

Hours

Day From To
Monday 8:30 AM 4:30 PM
Tuesday 8:30 AM 4:30 PM
Wednesday 8:30 AM 4:30 PM
Thursday 8:30 AM 4:30 PM
Friday 9:00 AM 3:00 PM

Cost

What Is an Elder Law Attorney?

Main Office

2770 Indian River Blvd Ste 316
Vero Beach, FL 32960

On the web

View Firm Website


Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

READ MORE
Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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