THE FLORIDA BAR—MEDICAID PLANNING ACTIV.

No. SC14-211.

183 So.3d 276 (2015)

THE FLORIDA BAR re ADVISORY OPINION—MEDICAID PLANNING ACTIVITIES BY NONLAWYERS.

Supreme Court of Florida.

Rehearing Denied April 10, 2015.


Attorney(s) appearing for the Case

C.C. Abbott , Chair, Standing Committee on the Unlicensed Practice of Law, Tallahassee, FL; Carsandra Denyce Buie , Past Chair, Standing Committee on the Unlicensed Practice of Law, Tallahassee, FL; Lori S. Holcomb , and Jeffrey Todd Picker , The Florida Bar, Tallahassee, FL, on behalf of the Standing Committee on the Unlicensed Practice of Law; Jana McConnaughhay , Chair, Elder Law Section of The Florida Bar, Tallahassee, FL; John Sanders Clardy, III , Past Chair, Elder Law Section of the Florida Bar, Clardy Law Firm, P.A., Crystal River, Florida; and Robert M. Sondak of Cohen, Chase, Hoffman & Schimmel, P.A., Miami, FL, on behalf of the Elder Law Section of The Florida Bar; for Petitioner.

Cindy Leann Huddleston and Anne Lisa Swerlick , Tallahassee, FL, on behalf of Florida Legal Services, Inc., and Valory Toni Greenfield , Miami, FL, on behalf of Florida Legal Services, Inc.; Anthony L. Turbeville, Lakeland, FL, pro se; and Stephen Michael Masterson , Tallahassee, FL, on behalf of William D. Burns , Responding with comments.


Pursuant to Rule Regulating the Florida Bar 10-9.1, the Florida Bar Elder Law Section's Unlicensed Practice of Law Subcommittee petitioned the Florida Bar's Standing Committee on the Unlicensed Practice of Law (Standing Committee) for an advisory opinion on whether it constitutes the unlicensed practice of law for a nonlawyer to engage in the...

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