Our QIT services
Qualified Income Trust Review
A Qualified Income Trust only works if the right amount goes in every month and every bill comes out of the right account. Our firm reviews your family's income, deductions, and bills, checks them against your documents, and gives you a personalized QIT report and a monthly operating plan. If you need the trust itself, we prepare that too.
New to QITs? Read how Florida Qualified Income Trusts work.
The service
A firm-assisted review of the trust and the monthly money
When a Florida Medicaid applicant's gross monthly income is over the income cap, the income over the cap must go into a Qualified Income Trust every month. Setting up the trust is only the start. Each month the right amount has to move on the right day, the patient responsibility has to be paid, and every bill has to come from the right account.
In a QIT Review, our firm looks at the income, the deductions, the care setting, and the bills, checks the figures against the documents you send, and writes down how the trust and the checking account should work each month.
Your personalized report covers
QIT funding
Whether a Qualified Income Trust is needed, the minimum monthly deposit, and the deposit we recommend.
Estimated patient responsibility
What is likely owed toward care each month after the allowances and deductions DCF applies.
Which account pays what
Each regular bill assigned to the trust or to the checking account, so nothing is paid from the wrong place.
A monthly operating routine
The steps to follow every month, in order: when income arrives, when the transfer moves, and what the trustee pays.
Issues that need attention
Problems building in the numbers, such as money piling up in the trust or checking drifting toward the asset limit.
Sample report
See what a report looks like
This is an illustration. The household and every figure in it are fictional, and each page is marked SAMPLE. Your report is built from your own documents and reviewed by the firm. It comes with a one-page payment summary you can give the nursing home, assisted living facility, PACE organization, or care manager.
Download a sample report (PDF)
Choose a program and a household. The households and figures are fictional, for illustration only.
The report shown at left.
Open the sample reportAsk for a QIT Review
Tell us who the trust is for and how to reach you. Our office calls within one business day to explain the review, the fee, and the documents we need. Nothing is charged online.
What happens after you submit a request
- 1
Our office calls within one business day to confirm the details and explain the fee.
- 2
We tell you which documents to send: income award letters (Social Security, pension, VA), insurance premium notices, and any DCF notice or trust document you already have.
- 3
The firm checks your figures against those documents. The gross Social Security benefit, not the net deposit, is what DCF counts, and that is one of the most common mistakes we correct.
- 4
We prepare your personalized report and monthly operating plan and go over it with you.
Submitting information on this site does not create an attorney-client relationship.
Any result is a preliminary screening based on the information you provide. It is not legal advice and not a Medicaid eligibility decision; the Florida Department of Children and Families (DCF) decides eligibility.
An attorney reviews every request the firm receives.
The report's calculations are estimates, subject to the applicable DCF notice, the terms of the trust, and the firm's review. DCF decides eligibility and the patient responsibility, and no one can promise that Medicaid will be approved.