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Compassionate Expertise
Your Family is Our Family
Putting Planning in Perspective
  • The Florida Bar Board Certified
  • Expertise.com Best Probate Lawyers in Boca Raton 2022
  • Super Lawyers 2023
  • Rising Star Tara Wood
  • Super Lawyers 2021
  • 100 Outstanding Women
  • 2017 10 Best Attorney Client Satisfaction
  • Avvo Clients' Choice Award 2016
  • The Florida Bar Elder Law Section
  • WM. Reece Smith Jr Leadership Academy
  • AFELA Florida Elder Law Attorneys
  • South Palm Beach County Bar Association
  • Florida Lawyers Network

Boca Raton Estate Planning Lawyers

SAMUELS WOOD PLLC is a Florida law firm serving Boca Raton and surrounding areas in the fields of elder law, Medicaid, estate planning and probate. At SAMUELS WOOD PLLC, we believe in providing tailored solutions to our clients and developing lasting relationships that enable us to meet their needs as their family grows and changes. With over two decades of legal experience, our Boca Raton Elder Law, Medicaid and Estate Planning lawyers are young enough to grow with you and be there for you when you need us, as well as experienced enough to know how to deal with all your issues and meet all your needs.

We are an attorney-driven law firm, meaning our lawyers are deeply involved with you and your case throughout your representation. We don’t just assign your case to a staff member to handle. Instead, we believe in the quality of service we provide, not the quantity of cases. We know that your matter is deeply important to you, and you deserve the attention and service that a skilled and experienced attorney provides.

Reliable Elder Law and Long-Term Care Counsel

For many of our clients, their top priority is knowing they will be able to afford long-term care as they get older while also leaving money for their spouse, children and grandchildren. We engage in long-term care planning that helps to obtain eligibility for Medicaid in order to afford long-term care without having to spend down your life savings. We take the time to advise you and assist you so you get the guidance you need, including:

  • Institutional Care Program (ICP) nursing home benefits
  • Home and Community-Based Services (HCBS) Medicaid waiver for people with disabilities to help you live at home or in the community with the support you need while avoiding institutionalization
  • Program of All-Inclusive Care for the Elderly (PACE) providing primary care and supportive services for eligible individuals

Comprehensive Estate Planning Services

A comprehensive estate plan will include plans for protecting your assets and managing your health care during your lifetime as well as the distribution of your estate after you are gone. We take the time to meet with you to thoroughly understand your needs and goals. We’ll advise you of your options and recommend a comprehensive estate plan that includes the right set of wills, trusts, and Health Care Directives that protects both you and your family. Whether you need a basic Will and revocable living trust or more complex documents for asset protection, business succession planning, individuals with disabilities, or other special needs, our certified estate planning experts have the answers to customize an estate plan that is responsive to your unique needs.

Full-Service Representation in Florida Probate Matters

We represent estate representatives and beneficiaries in the full range of Florida probate matters, from summary administration to full administration, intestate administration, or minimizing or avoiding probate from the outset. The duties involved in probate are numerous and complex. We provide the expertise and assistance to make sure probate is handled competently and correctly, so heirs and beneficiaries can receive their full share of inheritance with minimal time, expense and stress.

A Real Office You Can Come to With Real People to Talk to

Our warm and inviting office is conveniently located in Boca Raton on Congress Avenue just off Interstate 95. Although we can provide services as a “virtual office” for clients who cannot travel or choose to “social distance,” we know that many of our clients prefer a physical office, where they can meet with our attorneys and staff face-to-face. We enjoy these opportunities and invite you to visit us at our Boca Raton location. We have excellent parking and accessibility for seniors and people with disabilities . We welcome you, your children, and family caregivers to call us so we can get started helping you with your elder law, estate planning, or probate matter.

Attorneys You Can Trust for All Your Legal Needs

SAMUELS WOOD PLLC is proud to be part of a network of lawyers in other areas of practice to help with all your legal needs. We have established strong working relationships with trusted attorneys in the following areas:

  • Personal Injury, Medical Malpractice – If you or a loved one has been injured or disabled because of the negligence of another, you will likely be seeking a settlement or judgment from the responsible party or their insurance company. Our role is to protect your settlement, keeping it safe from creditors and making sure it doesn’t negatively impact your eligibility for Medicaid or Supplemental Security Income you may be receiving or intend to receive. We’ll work with your PI or Med Mal lawyer to make sure your settlement is properly structured to meet your needs, and we can recommend an attorney for you if you have recently suffered an injury and have not yet secured counsel to represent you.
  • Family Law – Estate planning and family law intersect at various points, from prenuptial agreements to divorce and married life with blended families from previous relationships. For instance, a prenup might require the making of a Will or taking out a life insurance policy with designated beneficiaries to protect an inheritance for the children of a former spouse. We can advise you on the estate planning impacts of family law matters you are considering, and we can connect you with a divorce lawyer or family law attorney who can ably advise and represent you with compassionate, caring and professional assistance.
  • Business Law and Tax Planning – SAMUELS WOOD PLLC represents many clients in estate planning who are also business owners and have special needs to consider, such as business succession planning and tax planning. We work closely with seasoned professionals in these areas to make sure we are providing full-service representation to meet all of our clients’ needs.


SAMUELS WOOD PLLC is a law firm you can count on to make sure you are well-represented in elder law, estate planning, probate and any legal matter in Boca Raton and surrounding areas, including Delray and Deerfield, from Coconut Creek to Boynton Beach, and throughout Florida statewide. Call today to discuss your needs, find out how our Boca Raton estate planning attorneys can help, and get started right away making sure you and your family are fully protected now and into the future.

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Our Areas of Practice

  • Medicaid Planning
    Medicaid Planning

    Qualifying for Medicaid is key to affording long-term care. We’ll help you obtain eligibility while protecting your wealth and precious assets.

    Learn More
  • Estate Planning
    Estate Planning

    No matter what life brings, we’ll help ensure you are prepared with wills, trusts & advance directives that look after your needs and your legacy.

    Learn More
  • Probate

    Probate can be costly, time-consuming, stressful and difficult. We reduce all the negatives through careful planning and efficient assistance in the probate process.

    Learn More
Compassionate Expertise Helping Families Develop Plans Customized for Their Needs
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With decades of combined experience and board-certification in Elder Law, SAMUELS WOOD PLLC is well-placed to meet all of your needs with compassion, caring, and excellence. From your first phone call or visit to our office, it’s easy to see you’ve found a law firm with attorneys and staff who truly care about your comfort and well-being and want to help you realize your goals. We welcome elder adults and their children to visit with us, let us know your needs, and find out how our Boca Raton estate planning lawyers can help with compassion and expertise.

The Board Certification Advantage

Board certification is independent verification that you’ve found a lawyer with special knowledge, skills and proficiency in their practice area, and who have demonstrated a commitment to professionalism and ethics.

What Sets Us Apart
  • Quality Of Service Quality Of Service
    Quality Of Service We limit the number of clients we take on at any given time to ensure we give you the level of attention and quality of work you deserve.
  • Compassionate Legal Counsel Compassionate Legal Counsel
    Compassionate Legal Counsel We know you are coming to us with difficult decisions to make in sensitive areas. We are here to guide you through this important process.
  • Customized Strategies Customized Strategies
    Customized Strategies Buying a do-it-yourself will off the shelf can do more harm than good or be of no help at all. We tailor solutions to meet your needs and goals.
  • Lasting Relationships Lasting Relationships
    Lasting Relationships We are proud of the fact that we represent generations of families as they grow and change. We are always here for you when you need us.
  • Community Involvement Community Involvement
    Community Involvement Our lawyers regularly share their expertise by volunteering in the community—delivering presentations to lawyers, senior care providers, and the public at large.
  • Florida Bar Board Certified Florida Bar Board Certified
    Florida Bar Board Certified Only board-certified specialists like you will find at SAMUELS WOOD PLLC can legally call themselves experts in the complex area of elder law.
Client Reviews

Hear What Our Clients Are Saying About SAMUELS WOOD PLLC

I highly recommend Tara and her team! 5 stars Tara Wood and the entire staff at SAMUELS WOOD are by far the most exceptional, professional, and caring people I have had the pleasure to work with! Tara is an… read more Steven C.
Exceptional, professional and supremely caring 5 stars Exceptional, professional and supremely caring are not just words Heather Samuels epitomizes; they are qualities she illuminates. Her gentleness, sensitivity, kindness and respect toward my dad were remarkable. To say… read more John O.
All team members were always knowledgeable and accountable 5 stars From the minute my father's illness was suddenly thrust upon me, I was smart enough to know that I would need legal assistance to navigate through unchartered and complicated waters.… read more John I.
Thank you, Tara, and your wonderful staff. 5 stars Thank you Tara Wood and associates at Samuels Wood PLLC. In addition to being both knowledgeable and current in the field of elder care law, Tara Wood was unfailingly kind,… read more Lyn R.C.
I highly recommend Ms. Samuels and her team for estate planning! 5 stars I highly recommend Ms. Samuels and her team for estate planning! I used their services to help obtain Medicaid for my mother and was very impressed with how knowledgeable they… read more Karen D.
I appreciate your honesty 5 stars Heather been a lifesaver in this ocean of senior care. Your support and knowledge has helped me get through these difficult and challenging times. I appreciate your honesty with everything… read more Rae C.
Highly recommend 5 stars Heather assisted our family in a personal services contract. She was absolutely amazing! Heather responded to emails in a timely manner, explained everything to us step by step, and completed… read more Ghazal T.
They made the process as easy as possible 5 stars Faced with a very difficult and complicated situation; getting my dad set up for Medicaid so he can get moved into a nursing home. They made the process as easy… read more Eric A.
Tara and Raven are AMAZING! 5 stars Tara and Raven are AMAZING! As a professional working in the senior living industry, it is refreshing to work alongside individuals who not only care about their clients but who… read more Viviana U.
Meet Our Founding Partners
  • Tara Wood, Esq.
    Tara Wood, Esq. Founding Attorney Tara dedicates her practice to advocating for elder rights. She has in-depth knowledge of elder law, long-term care planning, Medicaid, and wills and trusts. Learn More
  • Heather B. Samuels, Esq.
    Heather B. Samuels, Esq. Founding Attorney Heather is a Florida Bar Board Certified Specialist in Elder Law concentrating in Medicaid, Estate & Special Needs Planning, Probate and Trust Administration. Learn More
Schedule a Consultation Please use this form to message us or call 561-864-3371 to speak with an Estate Planning & Elder Law Attorney ready to help you.
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