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Our team is here to answer your questions and guide you through every stage of estate planning and elder law.

When life reaches a crossroads—whether through aging, illness, or unexpected circumstances—having the right legal guidance can make all the difference for you and your family. At Berg Bryant Elder Law Group, PLLC, our Florida Board Certified Elder Law Attorneys have dedicated their careers to helping Northeast Florida families navigate the complex world of estate planning, Medicaid benefits, long-term care planning, and elder law services.

Since 2016, we’ve served thousands of families throughout Duval County (Jacksonville, Jacksonville Beach, Baldwin), Nassau County (Fernandina Beach, Callahan, Hilliard), St. Johns County (St. Augustine, Ponte Vedra Beach, Julington Creek), and Clay County (Orange Park, Fleming Island, Green Cove Springs). Our mission is simple: to provide compassionate, expert legal counsel when you need it most.

Why Choose Berg Bryant Elder Law Group?

Our attorneys, R. Kellen Bryant and Carla Trinca-Conley, are among only approximately 117 attorneys certified by The Florida Bar as experts in elder law—out of roughly 77,000 licensed Florida attorneys. This rare specialization ensures you receive the highest level of expertise for your family’s unique situation.

Unlike general practice attorneys who handle many different types of cases, we focus exclusively on the legal challenges that matter most to seniors and their caregivers. This concentrated expertise allows us to provide more thorough, strategic advice tailored specifically to your circumstances.

With thousands of satisfied clients and consistently high reviews, we’ve built our reputation on delivering results that protect families’ assets, secure necessary benefits, and provide peace of mind during challenging times.

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Our Complete Range of Legal Services

Last Will and Testament Preparation

Your will is the foundation of any estate plan, ensuring your wishes are clearly documented and legally enforceable. Our Florida estate planning attorneys craft comprehensive wills that address your specific family dynamics, assets, and goals while minimizing potential conflicts.

Revocable Living Trust Creation

A revocable living trust can help your family avoid the time, expense, and public nature of probate court. We design trusts that provide flexibility during your lifetime while ensuring seamless asset transfer to your beneficiaries.

Power of Attorney Documents

Financial and healthcare power of attorney documents are essential for incapacity planning. We prepare comprehensive documents that give trusted individuals the authority to make important decisions on your behalf if you’re unable to do so yourself.

Advance Directives and Healthcare Planning

Your healthcare wishes should be clearly documented and legally protected. We prepare advance directives, living wills, and healthcare surrogate designations that ensure your medical preferences are honored.

Asset Protection Strategies

Florida offers unique asset protection opportunities, including homestead exemptions and various trust structures. We help you understand and utilize these protections to safeguard your wealth from creditors, lawsuits, and excessive long-term care costs.

Medicaid Planning and Applications

With nursing home costs in Florida exceeding $13,000 monthly, Medicaid planning is crucial for most families. Our Florida Medicaid planning attorneys help you navigate the complex eligibility requirements, develop strategies to protect assets legally, and handle the entire application process from start to finish.

Crisis Medicaid Planning

When a loved one suddenly needs nursing home care, immediate action is required to protect family assets. Our crisis Medicaid planning services help families in emergency situations preserve as much wealth as possible while qualifying for benefits quickly.

Long-Term Care Planning

Planning ahead for potential long-term care needs gives you more options and better outcomes. We help you explore insurance options, develop care preferences, and create legal structures that ensure you receive quality care without depleting your life savings.

Special Needs Trust Planning

Families with disabled loved ones face unique challenges in preserving government benefits while providing additional support. Our special needs trust attorneys create legal structures that enhance quality of life without jeopardizing essential benefit programs.

Trust Administration Services

Serving as a trustee involves significant responsibilities and potential liability. Our trust administration attorneys guide trustees through their duties, ensure compliance with legal requirements, and help resolve disputes that may arise.

Estate Administration and Probate

When a loved one passes away, someone must handle the legal process of settling their estate. We assist personal representatives with probate proceedings, asset distribution, creditor claims, and all the complex requirements of estate administration.

Guardianship Proceedings

Sometimes, court intervention becomes necessary to protect vulnerable adults who can no longer make safe decisions for themselves. Our guardianship attorneys handle both the legal process of establishing guardianship and the ongoing responsibilities of serving as a guardian.

Lady Bird Deed Preparation

Florida’s enhanced life estate deed (Lady Bird deed) allows you to retain control of your home during your lifetime while ensuring it passes to your chosen beneficiaries outside of probate. This tool can be particularly valuable for Medicaid planning purposes.

Homestead Planning

Florida’s homestead laws provide significant asset protection benefits, but they must be utilized correctly. We help you understand how homestead designations, portability, and other Florida-specific rules can protect your most valuable asset.

Florida’s Estate Planning and Elder Law Rules

Florida’s estate planning and elder law rules differ significantly from other states. Our deep understanding of Florida-specific regulations ensures your planning is optimized for maximum effectiveness:

  • Homestead Exemptions: Florida offers some of the strongest homestead protections in the nation
  • Medicaid Rules: Florida’s Medicaid eligibility requirements and benefits differ from federal standards
  • Trust Laws: Florida has specific trust statutes that can provide enhanced asset protection
  • Probate Procedures: Florida’s probate process has unique timelines and requirements
Areas Served

Duval County

  • Jacksonville
  • Atlantic Beach
  • Jacksonville Beach
  • Neptune Beach
  • Baldwin

Clay County

  • Green Cove Springs
  • Orange Park
  • Middleburg
  • Lakeside
  • Fleming Island
  • Oakleaf Plantation
  • Bellair-Meadowbrook Terrace
  • Keystone Heights
  • Penney Farms

St. Johns County

  • St. Augustine
  • Hastings
  • Vilano Beach
  • St. Augustine Beach
  • Ponte Vedra / Ponte Vedra Beach
  • Fruit Cove
  • Palm Valley
  • Nocatee
  • World Golf Village
  • St. Augustine Shores
  • St. Augustine South
  • Sawgrass

The Berg Bryant Difference

Comprehensive Initial Consultations

We believe informed clients make better decisions. Our 90-minute initial consultations are designed to answer all your questions, clarify confusing information, and provide you with specific steps to achieve your goals. You’ll leave with a clear understanding of your options and a quoted fee for our services.

Educational Resources and Support

Legal planning shouldn’t feel overwhelming. We provide extensive educational materials, workshops, and resources to help you understand your options and make confident decisions about your family’s future.

Ongoing Relationship and Support

Your legal needs don’t end when documents are signed. We maintain long-term relationships with our clients, helping update plans as circumstances change and providing guidance when questions arise.

Protecting Your Family’s Future

Don’t wait until a crisis forces your hand. The best estate planning and elder law strategies require time to implement properly. Whether you’re planning for the future or facing an immediate need for legal guidance, our experienced team is here to help.

Contact Berg Bryant Elder Law Group Today:

Jacksonville Office (Main)
Orange Park Office
St. Augustine Office

Get Started: Complete our contact form or call our office directly.

Let us help you create a plan that protects what matters most—your family, your assets, and your peace of mind.

This information is provided for educational purposes only and does not constitute legal advice. Estate planning and elder law requirements vary by individual situation and change over time. Please consult with our qualified attorneys for advice specific to your circumstances.

Frequently Asked Questions

Do I need an estate plan if I don't have significant wealth?

Yes. Estate planning isn’t just about money—it’s about ensuring your wishes are followed, your family is protected, and important decisions can be made if you become incapacitated. Even modest estates benefit from proper planning.

When should I start thinking about Medicaid planning?

The earlier the better. Medicaid has a five-year lookback period for asset transfers, so advance planning provides more options for protecting your wealth while ensuring access to needed care.

What happens if I don't have any estate planning documents?

Without proper documents, Florida law will determine how your assets are distributed and who makes decisions if you become incapacitated. This may not align with your wishes and can create unnecessary complications for your family.

Can I update my estate plan if my circumstances change?

Absolutely. We recommend reviewing your estate plan regularly and updating it when major life events occur, such as marriage, divorce, births, deaths, or significant changes in assets or health.

Serving clients throughout Duval, St. Johns, Clay, and Nassau Counties including Jacksonville, Jacksonville Beach, Neptune Beach, Atlantic Beach, Ponte Vedra Beach, Orange Park, Fleming Island, St. Augustine, and surrounding areas.

Jacksonville Office (Main)
  • 7545 Centurion Parkway, Suite 108
    Jacksonville, FL 32256
    Monday-Friday: 8:30 AM - 5:00 PM
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Orange Park Office
  • 1929 Park Avenue
    Orange Park, FL 32073
    Monday-Friday: 8:30 AM - 5:00 PM
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St. Augustine Office
  • 145 Land Grant Ste 6
    St. Augustine, FL 32092
    Monday-Friday: 8:30 AM - 5:00 PM
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