QIT help anywhere in Florida
Zacharia Frey PLLC. Updated November 2026. Draft for attorney review.
Florida's Qualified Income Trust rules are the same in every county: DCF decides Medicaid eligibility under one statewide policy manual, and every income trust goes through the same legal review. Zacharia Frey PLLC works with families anywhere in Florida by phone, video, and email, from its office in Bonita Springs.
Why location does not change the rules
A Florida Medicaid application is filed with the Department of Children and Families through its statewide system, not with a county office. The income limit, the four terms every QIT must contain, the monthly funding rule, and the legal review are the same whether your parent is in a nursing home in Pensacola, an assisted living facility in Orlando, or at home in Miami.
What does differ from place to place is the care itself: the nursing home's or assisted living facility's charges, the managed care plan, and the PACE organization, if there is one nearby. Those details shape how much should go into the trust each month, and they are part of every QIT Review.
Wherever your family is
- Southwest Florida
- Naples, Bonita Springs, Fort Myers, Cape Coral, Port Charlotte, Punta Gorda
- Tampa Bay and the Suncoast
- Tampa, St. Petersburg, Clearwater, Sarasota, Bradenton, Lakeland
- Central Florida
- Orlando, Kissimmee, The Villages, Ocala, Gainesville, Daytona Beach
- Southeast Florida
- Miami, Fort Lauderdale, West Palm Beach, Boca Raton, Port St. Lucie, the Keys
- Northeast Florida
- Jacksonville, St. Augustine, Palm Coast
- The Panhandle and the Big Bend
- Tallahassee, Pensacola, Panama City, Destin
How it works from a distance
- 1Send a short request, or call. Our office calls within one business day.
- 2We tell you which documents to send: award letters, premium notices, any DCF notice, and the power of attorney.
- 3The firm checks the figures against the documents and prepares your QIT Review, or the trust itself, and goes over it with you by phone or video.
Questions
- Do I have to come to the office in Bonita Springs?
- No. Many clients never visit the office. The first conversation is by phone or video, and documents and questions go by email.
- Are the QIT rules different in Miami, Tampa, or Jacksonville?
- No. Florida Medicaid eligibility is decided by DCF under one statewide policy manual, and every income trust goes through the same legal review. The county where your parent lives does not change how the trust is set up or funded.
- My parent just moved to Florida from another state. Can you help?
- Yes, and that situation is common. The first thing to check is the power of attorney from the other state, because many do not give authority to create a trust.
You do not have to work through the QIT rules alone
Start with a review of your family's own figures: whether a QIT is needed, how much goes in each month, and which account pays each bill. Our office calls within one business day. Nothing is charged online.