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Horacio A. Sosa
About Horacio
Biography
I am a Bilingual attorney (Spanish and English), Florida Bar Board Certified Specialist in Elder Law with vast experience in elder law, estate planning, special needs planning, guardianship, and probate. I also graduated from law school and practiced law in Asuncion, Paraguay, South America for 5 years.
I help families protect assets against long term care costs when a senior family member may be in need of long term care. I also help veterans obtain pension benefits. People with disabilities and with special needs are also amongst the clients that I serve, particularly when they need to preserve and maintain important public benefits.
In the estate planning arena, I work with families in creating and implementing estate plans that work by preparing and funding customized wills, trusts, durable powers of attorneys, health care surrogate, and living wills.
I also counsel clients when a family member has been diagnosed with Dementia or Alzheimer's. If guardianship is necessary, I represent the family member who will be appointed guardian.
When a loved one passed away, I help families administer the estate by conducting probate administration in the most efficient way possible.
Estate Planning, Wills, Trusts, Real Estate Transactions, Business Transactions, Elder Law, Public Benefits (Medicaid and Veterans Affairs and Special Needs), Guardianship, Probate
Practice Areas
2
Practice Areas
Elder Law
60%
18 years
Estate Planning
40%
21 years
Fees and Rates
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Chat withLicenses
Licensed in Florida for 23 years
State: Florida
Acquired: 2002
No misconduct found
Licensed in Minnesota for 24 years
State: Minnesota
Acquired: 2001
No misconduct found
Location
Horacio Sosa, PA
2924 Davie Road, Suite 102, Davie, FL, 33314
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Horacio A. Sosa's Reviews
Avvo Review Score
13 Client Reviews
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Practice Areas
Showing 1 - 4 of 4 reviews | Recommendation
Posted by Suzanne | February 28, 2017 | Hired Attorney
Brilliant Attorney!!
Thank you very much Atty. Sosa for you creative intellect, understanding and insightfulness whereas others failed. You addressed all of my concerns willingness to help with a positive attitude & eventual outcome. Not once mentioning of fees which were reasonable in comparison to other attorneys. . ...
Posted by Marta Rodriguez | January 13, 2016 | Hired Attorney | Elder Law
Professional, knowledgeable, and results oriented
We had many questions about how to deal with the situation with our aunt of 84 -year-old widow with Alzheimer's disease and all aspects of elder law and Lawyer Horacio Sosa answered all these questions thoroughly. Clearly, he has extensive experience in Elder Law, and he knows the details and nuanc...
Posted by Serina | October 30, 2015 | Hired Attorney | Wills & Living Wills
Very knowledgable, trustworthy, and friendly
I hired Mr. Sosa to write my living will. I thought it would be a daunting, long, complicated process but Mr. Sosa made it easy and uncomplicated. I achieved everything I wanted and much more. I have decided to use his services for much more of my legal needs. I would definitely refer his services.
Posted by Sorin | September 07, 2015 | Hired Attorney | Elder Law
Expertise and patience that pay off!
I am elated. Mr. Sosa had already been highly and warmly recommended by another lawyer friend, but the face-to-face experience in our first meeting with him were, frankly, more than we ever expected. The professionalism and expertise of Mr. Sosa paid off for my mom's somewhat complicated situation on...
Horacio A. Sosa's Lawyer Endorsements
"If you ever need help with elder law matters, you must contact Horacio. He is honest, hardworking, and REALLY CARES. I can't stress the latter strong enough. When you are struggling to figure out what to do or need someone to listen and resolve issues for your family, he is the attorney that will be compassionate and give you sound legal advice at the same time. Call him if you need his help. You will be glad you did!"
"I met Horacio through the Elder section of the Florida Bar. Her is active in the section and currently serves as co-chair of the Probate and Estate Planning Committee. He is also a member of the Academy of Florida Elder Law attorneys and is active on their list serve responding to questions from other elder law attorneys."
"Horacio is a very knowledgeable practitioner who is excellent with clients. I would recommend him to all of my clients to handle Medicaid planning, guardianship, and all other elder law matters."
"I endorse this lawyer. Horacio has demonstrated an understanding of the field he practices in."
"Very Knowledgable and willing to help his collegues. I endorse this lawyer."
"Horacio provides comprehensive information to his clients so that they are fully aware of their options. His patience and passion for Elder Law is evident. Horacio is an attorney you can trust."
"Always the smartest guy in the room. Passionate about what he does, and one of the best you can find at Estate Planning."
"I endorse this lawyer."
"I endorse this lawyer."
"I have referred estate planning cases to Horacio and the clients have always been satisfied. Horacio has high work standards and is very knowledgeable of his area of law"
"I endorse this lawyer. I found his ability to communicate in multiple languages helps him relate to a multitude of clients. Most importantly, he is a lawyer who cares about solving clients' problems, as opposed to simply providing a legal solution."
"An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend him to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of his clients and getting them the most favorable result possible."
"I endorse this lawyer. Horacio is extremely ethical and works extremely hard for his clients. Horacio is smart and protects those who are not able to protect themselves! I highly recommend Horacio."
"Horacio is a dedicated to maintaining an excellent practice and is an overall nice person. I wholeheartedly endorse him."
"I endorse this lawyer. I had the opportunity to meet Horacio at a seminar in Miami. Horacio immediately proved to be passionate about his work and profession. He is a devoted attorney. Horacio is truly an asset to this profession."
"I endorse this lawyer. The clients that he has referred to me respect him greatly and depend on him as their advocate."
"I endorse this lawyer. Horacio is an extremely knowledgeable, client centered, solution oriented, meticulously detailed, kind, and, compassionate attorney. A great resource and esteemed colleague. Although we've not worked completely on any one matter, we've discussed several courses of actions pertaining to challenging issues. We are members of many national estate planning organizations. I value his contribution to these organizations, and, our friendship which has developed from these memberships."
"I endorse this lawyer. Horacio is a smart and detail oriented elder law attorney. He is a highly knowledgeable and experienced attorney with dual law degrees (Paraguay and Florida). I continuously refer clients to him with the confidence that they will be well taken care of."
"I endorse this lawyer."
"I endorse this lawyer."
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Experience
Honors
2019
Board Certified - Elder Law, Florida Bar
2017
AV Preeminent Rated, Martindale-Hubbell
1995
Scholar, Fulbright-LASPAU
Work Experience
2015 - Present
Shareholder, Horacio Sosa, P.A.
2014 - 2015
Partner, Wild, Felice & Partners, P.A.
2009 - 2014
Of Counsel, Bloomgarden, Goudreau & Rosen, PA
2008 - 2009
Shareholder, Horacio Sosa, P.A.
2007 - 2008
Associate, Gonzalez & Wermuth, P.L.
2003 - 2007
Associate, Wermuthlaw, PA
2002 - 2003
Associate, Allen & Galego, P.A.
1997 - 1998
Counsel, Nucleo, S.A.
1992 - 1995
Associate, Peroni, Sosa, Tellechea, Burt & Narvaja
Associations
2015 - Present
Florida Bar, Elder Law SectionCo-Chair, Probate and Estate Planning
2014 - Present
ElderCounselAttorney Member
2014 - Present
WealthCounselMember
2014 - Present
Academy of Special Needs PlannersMember
2010 - Present
National Academy of Elder Law AttorneysMember
2010 - Present
Florida Bar, Elder Law SectionAttorney Member
2010 - Present
Academy of Florida Elder Law AttorneysAttorney Member
2002 - Present
Florida BarMember
Education
2001
William Mitchell College of Law
JD - Juris Doctor
1996
University of Minnesota
LL.M - Master of Laws
1991
Universidad Catolica, Asuncion, Paraguay
JD - Juris Doctor
Speaking Engagements
2015
Medicaid Update 2015
Medicaid Planning Tips and Traps
2013
The Truth about Medicaid Planning
Elder Law and Medicaid
2012
The Truth about Medicaid Planning
Elder Law and Medicaid
Publications
2014
AFELA - LUNCH & LEARN
VHA for the Over 65: Geriatric and Extended Care
2001
Defusing Default. Incentives and Institutions. Marco Pagano, Editor.
Ensure Willingness to Repay in Paraguay
Languages
Spanish
English
Activity
Legal Answers
Legal Answers
Q&A
How do i find out if I am beneficiary any other accounts?
20 Aug 2019
Q&A
Co-trustees fighting over estate. One part of the trust says estate to be split equally. One part says majority can decide.
27 Feb 2016
Q&A
When does a durable power of attorney go into effect?
23 Feb 2016