Jodi Bergman, C.S.A., Paralegal and Certified Senior Advisor

Jodi Bergman, C.S.A.Paralegal and Certified Senior Advisor

Jodi Bergman’s “C.S.A.” designation stands for Society of Certified Senior Advisors. And it’s well-earned. She has a true passion for serving the senior community, and ensuring they’re able to take advantage of the rights to which they’re entitled – particularly any Medicaid and Veteran’s benefits. She’s known in the local senior community as a real “fighter” – and she’s known for getting what she fights for. 

Mrs. Bergman’s paralegal capabilities encompass the Asset Protection Planning, Medicaid and Veteran’s Benefits, and Estate Planning sections under the Elder Law Umbrella. Her ability to navigate through the benefits-application maze, and to leverage her relationships within the industry, saves our clients both time and money. And, when it comes to IT issues here in the office, she’s a bit like the U.S. Cavalry – she comes to the rescue!

Jodi comes by her creativity and her high-energy level naturally. She was formerly a professional dancer in the U.S. and abroad, and owned her own dance school for 13 years. She’s still involved in the dance world, in fact, teaching contemporary dance at The University Center for Performing Arts here in Broward County. And when she’s not instructing students, she serves as Assistant Artistic Director for The Pablo Malco Foundation.

On the weekends, Jodi, husband Frank, and eight-year-old Joseph are generally found in the outdoors or out on the water, enjoying scuba diving, boating, and a variety of other outdoor sports. The Bergmans live in Tamarac. And when they’re out of town, on vacation, they can generally be  found exploring and often cruising the eastern and western shorelines as well as abroad!

To speak with Jodi call 954-726-6602 or click jodi@florida-elderlaw.com.

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Consumer's Guide to Medicaid, Veteran's Benefits for Long Term Care Needs and Incapacity Planning. Our original primer, right to the point, on the steps families should be taking right now to care for their loved ones, while protecting their assets, legally and honestly. Provides an overview of Medicaid and Veteran's Benefits for long term care needs including in-home, assisted living and nursing home care.

Consumer's Guide to Hospice Care in Florida - It’s Much More Than You Think. Most people never get the true benefit from this fully Medicare covered service. In addition to bursting the myths and legends about Hospice, our guide will walk you through the legal steps a family should take as soon as the Hospice decision is made to protect assets and provide for an orderly transition after the passing. Includes an all-new Bonus Section on Long Term Care Needs and Incapacity Planning.

Consumer's Guide to Alzheimer's Disease - The Plain Truth. If you have a loved one afflicted with this terrible disease, you likely have unanswered questions and want the plain truth. We offer the resources to help you understand this disease, get good care for your loved one, ensure care is given to the caregiver and protect the family's assets to regain peace of mind.

Special Report: The "Time Bomb"...Why You Need a Board Certified Elder Law Attorney to Apply for Your Veteran's or Medicaid Benefits. A discussion of the pitfalls, minefields and blunders that clients have experienced when they did not seek the assistance of a board certified elder law attorney to navigate these complex applications processes. True-life horror stories of issues our clients have endured, the money they have wasted and the mistakes we have corrected.

Special Report: Making a Loud Statement - The Indispensable Guide to Wealth and Legacy Preservation for Florida's Silent Generation. Where did the pre-baby boomers get this identity? The Obedient / Compliant / Parent Pleasing Generation (born 1928-1945) may not have been at Woodstock but this current group of seniors, has broken the mold of the "traditional" family. Preferably called the "Bridge Generation", they have a lot to say about their senior years and a need for protecting and planning for the years ahead and the people they love.

Special Report: Special Concerns in Estate Planning for Same-Sex Couples. There are 5.5 million households in the US classified as "unmarried" and many of these are same-sex households. Although the LGBT community can certainly take advantage of much of the traditional estate planning tools we use, they can also benefit from some of the unique tools designed to address the special needs of this community that require special planning