Jason A. Penrod

Jason A. Penrod

also known as Jason Penrod, Jason A. Penrod, B.C.S., CELA

5.0
Rating: 1.0

Licensed for 22 years

Elder law Lawyer at Lake Wales, FL
Practice Areas: Elder Law, Estate Planning, Probate

122 E Tillman Ave, Lake Wales, FL

This lawyer was disciplined by a state licensing authority in 2024
See Details

About Jason

Biography

Practice Areas

3

Practice Areas

Elder Law 80%

I enjoy helping families with the many issues, such as long-term care decisions, that confront us as we age.

23 years

80%
Estate Planning 15%

Our goal is not to impress you with legal terms and techniques but rather to listen to what your issues are, determine what you would like to try and accomplish, and then sensitively and patiently assist you and your family with an actionable plan that will provide the appropriate solutions to accomplish your goals.

23 years

15%
Probate 5%

At Family Elder Law, we understand that you work and invest your entire life to ensure a financial peace of mind. We know that you wish to protect your valued assets to allow you to enjoy your retirement years and allow your family to seamlessly enjoy your legacy in the future. Please join us at a our lunch and learn regarding asset protection.

23 years

5%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Florida for 22 years

State: Florida

Acquired: 2003

Discipline Revocation

Lawyer disciplined by state licensing authority in 2024

Location

Family Elder Law

122 E Tillman Ave, Lake Wales, FL, 33898

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Jason A. Penrod's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

5 star (4)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Barry | November 14, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Excellent Service

Our Asset Protection and Medicaid application started with an attorney in Leesburg, VA. The trusts they wrote and the strategies they used to protect the assets made our case unnecessarily complex almost to the point of failure. It later surfaced that they were not qualified to file a Medicaid applic...ation in the state of Florida. This attorney said we would have to find a qualified Florida attorney at our own expense. We learned what a bad attorney is. We chose Jason Penrod of Family Elder Law for the Medicaid application. Family Elder Law reviewed the trusts from our Leesburg attorney and explained clearly to us how the battery of trusts the Virginia attorney had created were inadequate and could jeopardize the process and require going through probate; something even a basic trust can avoid. Family Elder Law took control after seeing the substandard work from the Leesburg attorney and drafted a Qualified Income Trust (QIT) to replace a poorly written Living Trust and corrected other Trusts. Their revised Trusts contained the proper language required for the States of Florida, Maryland, and Virginia where the assets were located. We now know what a good attorney is. We also worked with the staff of Family Elder Law and they earned our trust and confidence with their in-depth knowledge, clearly stating the direction we would proceed, and why this was a better strategy than what the Virginia attorney had started. Everyone, including Jason, were willing to clearly answer our numerous questions. When we emailed or sent a text, they responded within minutes not days. They knew how the different Trusts were essential to achieving a successful outcome. They clearly guided us in the roles and responsibilities for managing these Trusts and how to avoid possible costly errors. Several years have passed since we placed our faith in Jason and my mother-in-law sadly has since passed. I can say that fulfilling her final wishes were positive.

Posted by Tyler | August 7, 2019 | Hired Attorney

This review is from a person who hired this attorney.

A pleasure

Mr. Penrod was an absolute pleasure to deal with. He put my mother at ease right away and made sure the firm was available if we needed anything during the process.

Posted by Melodie | May 10, 2018 | Hired Attorney

This review is from a person who hired this attorney.

There are no words to express my gratitude.

I met Jason a few years ago when he helped my father with my elderly aunt's transition from Texas to a Florida ALF. Now several years later Jason and his associates have helped me navigate the uncharted waters with my mother and father and all of their needs. You never know how quickly life can cha...nge. My mother suffered an injury that rendered her unable to care for herself and my father. We were totally unprepared for everything that had to be taken care of in a short amount of time. Jason and his staff have been an invaluable help to me. Not only with the legal aspects but they were there for me emotionally. I had no idea where to start. Jason and his associates knew exactly what needed to be done and when. I was able to concentrate on my parents and not worry about the legal details. My father has since passed away which brought other changes to our situation. I am currently working with Samantha Carter. There are no words to express my gratitude for everything she has helped me with. She is always there to answer my questions. I never dreamed how complicated life can be. But just knowing that Jason and Samantha are there has taken a huge burden off my shoulders. I would recommend them without hesitation to anyone with elderly parents.

Posted by Robert | June 18, 2014

Helpful Professional Attorney

Mr Penrod met with us, reviewed our FL wills and advised us as new GA residents to see local elder law attorney to review and update wills. Mr Penrod researched and recommended a nearby GA elder law attorney who provided necessary services at reasonable cost with expertise and attention to our part...icular situations. Couldn't have been more pleased with both of them!

See All Client Reviews

Jason A. Penrod's Lawyer Endorsements

Endorse Jason
Charles William Ouellette Jr. headshot
Charles Ouellette

Unknown lawyer | Oct 27

Relationship: Fellow lawyer in community

"Jason has been an asset to our community through the various leadership roles he has taken on in The Chamber, Rotary, and many other organizations. The clients I have referred have been pleased and grateful that I pointed them in his direction."

Amy Phillips headshot
Amy Phillips

Elder law lawyer | Jun 30

Relationship: Fellow lawyer in community

"I am happy to endorse Jason. I have known Jason since 2011, and after focusing on the same areas of law in a nearby community for more than four years, I can truly say he is one of our local experts! Jason and his office staff have a wealth of knowledge and experience with even the most complex Medicaid or VA benefits qualification cases. I highly recommend Jason and Family Elder Law for any elder law needs."

Cynthia Crofoot Rignanese headshot
Cynthia Rignanese

Elder law lawyer | Oct 16

Relationship: Fellow lawyer in community

"Jason is truly what a client seeking medicaid advice should seek - knowledgeable, professional yet personable. The fact that he focuses his practice solely in the medicaid field makes him the expert in applications, eligibility and qualifying for medicaid. I only send my medicaid referrals to Jason."

Jason Allan Jenkins headshot
Jason Jenkins

Elder law lawyer | Sep 29

Relationship: Fellow lawyer in community

"Jason is a very knowledgeable and professional attorney. He is the one I call myself when I need a second opinion on a client's elder law issue. I strongly recommend anyone in need of an elder law attorney to call Jason."

Rachel L. Colon headshot
Rachel Colon

Elder law lawyer | Jan 23

Relationship: Fellow lawyer in community

"Jason is a dedicated attorney whom I have had the pleasure of knowing through a professional association. He is quickly becoming a recognized leader in his field and stays up to speed on the most current legal strategies. Jason inspires me with his energy, intellect and insight and his admirable dedication to his own family. I would recommend him without hesitation."

Ronald C. Morton headshot
Ronald Morton

Elder law lawyer | Dec 11

Relationship: Fellow lawyer in community

"I have worked with Jason collaboratively over the past two years and enthusiastically endorse him. Jason is an excellent lawyer with a strong knowledge and commitment to the elder law and estate planning practice, as demonstrated by his active membership in several national organizations in the field."

Steven Patrick Riley headshot
Steven Riley

Elder law lawyer | Aug 21

Relationship: Fellow lawyer in community

"Jason is a highly skilled elder law and estate planning attorney. He is dedicated to serving his clients and their families. He is forward-thinking, innovative and a respected leader in his market. I would not hesitate to recommend his services."

Marcie Irene Johnson headshot
Marcie Johnson

Elder law lawyer | Jan 16

Relationship: Fellow lawyer in community

"I endorse this lawyer. Jason and I are members of several professional organizations together. Jason's understanding of the complexities surrounding Medicaid and Elder Law benefits is very impressive. I would not hesitate sending any of my clients to Jason for his services."

William W Erhart headshot
William Erhart

Estate planning lawyer | Oct 23

Relationship: Other

"Jason and I belong to several professional organizations together. He is very knowledgeable and a strong advocate for his clients. He is the most serious and intellectual attorney I know who is state of the art in all matters."

Ana M. Veliz headshot
Ana Veliz

Elder law lawyer | Oct 19

Relationship: Other

"I endorse this lawyer. Jason is a well trained, compassionate lawyer that sincerely cares about his clients!"

H. Mark Bobotek headshot
H. Bobotek

Elder law lawyer | Oct 19

Relationship: Friend

"Jason and his team of assistants are incredibly caring and competetent professionals at protecting seniors in Florida from losing their homes and savings to the high costs of nursing homes and assisted living facilities. If my parents lived in central Florida, Jason is the one I'd send them to for help."

View All Endorsements
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Lance Like

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Charles William Ouellette Jr. headshot
Charles Ouellette

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Amy Phillips headshot
Amy Phillips

Estate planning lawyer

H. Mark Bobotek headshot
H. Bobotek

Estate planning lawyer

Ana M. Veliz headshot
Ana Veliz

Estate planning lawyer

Jack M. Rosenkranz headshot
Jack Rosenkranz

Elder law lawyer

Experience

Rating:  1.0 (Extreme Caution)

Professional misconduct

This lawyer was disciplined by a state licensing authority in 2024.

Permanent Revocation issued in FL, 2024

updated on 12/02/2024

This is the most serious penalty for a lawyer. If this attorney is currently practicing law, you should contact the Florida Bar to understand the reasons for this disbarment.

Honors

2016

Board Certified - Elder Law, Florida Bar

2016

Certified Elder Law Attorney Designation, National Elder Law Foundation

2011

Community Leadership Award, Lake Wales Area Chamber of Commerce

2010

Rotarian of The Year Award, Lake Wales Rotary Club

Work Experience

2016 - Present

Board Certified Expert in Elder Law, Family Elder Law

2013 - Present

Attorney - Owner, Family Elder Law

2004 - 2013

Attorney, Weaver, McClendon & Penrod, LLP

2003 - 2004

Attorney, G. Penfield Jennings, PA

Associations

2016 - Present

Florida Bar

Board Certification in Elder Law

2006 - Present

National Academy of Elder Law Attorneys group

Member

2006 - Present

Academy of Florida Elder Law Attorneys

Member

2005 - Present

Florida Bar, Florida Elder Law Section

Member

2006 - 2007

FL Bar Elder Law Section Fundamentals Seminar

Co-chair

Education

2003

Vanderbilt University Law School

JD - Juris Doctor

1999

Niagara University

BA - Bachelor of Arts

Speaking Engagements

2016

Think About It!

Elder Law & How to Be Prepared

2016

NAFIA Imperial Lunch

Elder Law & How to Be Prepared

2016

Lecture

October Domestic Violence Awareness Month

2016

Lake Wales Rotary Club

Elder Law & How to Be Prepared

2016

Lake Wales Lions Club International

Elder Law & How to Be Prepared

2016

Lake Wales Hospital Senior Circle

Elder Law & How to Be Prepared

2016

AAUW @ Water's Edge

10 Ways To Be Independent & Protect Your Assets As You Age

2015

Polk County FALA Chapter

Elder Law & How to Be Prepared

2015

NBI Elder Law & Medicaid Planning

Medicaid Post-Eligibility Issues

2015

Heartland Unit of National Association Social Workers Florida Chapter @ Warner University

Elder Exploitation

2015

Family Elder Law Luncheon @ The Care Center

Elder Law & How to Be Prepared

2015

Bok Tower Gardens

General Esp and Family Asset Protection Report

Publications

2009

The Elder Law Advocate "QIT Success Without Guardianship"

Languages

English

Spanish

Activity

Avvo Rating

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What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline
    This lawyer was disciplined by a state licensing authority in 2024
    Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution