Our firm is unique in that all attorneys in the firm concentrate their practice in the field of elder law. Our attorneys have many decades of combined experience in resolving the types of legal problems that seniors and their families face. Our clients benefit from the shared knowledge and experience of our team.
MARK E. CLEMENTS
Mark E. Clements, the founding member of the firm, is a third generation native of Lakeland, Florida. Mark served on the Board of Directors for the Lakeland Yacht and Country Club for eight years and also served as Commodore for the Club. Through his deep roots in the community, Mark has extensive knowledge of resources available to meet our client’ various needs. In 2009 Carol Wallace partnered with Mark and the Elder Law Firm of Clements & Wallace P.L. was born.
Mark Clements is an attorney with over 35 years of experience in the areas of estate planning, wills and trusts, tax planning, probate and guardianship, public benefits and long term care planning. He has extensive experience in helping families plan for the long-term care for a loved one through asset protection. Mark has represented hundreds of Florida seniors in qualifying for Medicaid benefits for long-term care. Mark is certified as an Elder Law Attorney by the National Elder Law Foundation, and is an accredited VA attorney. Additionally, Mark is a member of the Central Florida Mediation Group, with over 25 years of experience mediating disputes at the Circuit Court level.
Mr. Clements is a third generation native in Lakeland, Florida. He graduated from Florida Southern College with high honors in 1976. He received his J.D. from Cumberland School of Law at Samford University with high honors in 1979. Mark was admitted to the Florida Bar in 1979 and is a member of the Elder Law Section and the Wills, Estates, and Probate Section of the Florida Bar. He is a member of the National Academy of Elder Law Attorneys and a member of the Academy of VA Pension Planners.
Mark is also certified as a Circuit Court Mediator by the Supreme Court of that State of Florida.
CAROL J. WALLACE
Carol Wallace has dedicated her career to serving the legal needs of seniors and their families. Carol practiced many years in Alabama before relocating to Florida in 2008. She has been a certified elder law attorney by the National Elder Law Foundation since 1996. She was the first attorney in Alabama with this distinction.
Carol was a partner in the first law firm in Alabama dedicated to serving the legal needs of seniors and their families. She practiced in Alabama from 1997 to 2009, with offices in Huntsville and Decatur. She is now a partner in the Elder Law Firm of Clements & Wallace, P.L. She practices in the areas of estate planning, wills and trusts, guardianship and probate, and asset protection planning for long-term care.
Carol served on the Board of Directors for the Alzheimer’s Association in Huntsville, Alabama for nine years and on the Board of Directors for the Mid South Chapter of the Alzheimer’s Association. She is a frequent speaker to senior groups and also to professional associations and attorneys who serve seniors and their families.
Carol holds a B.S.W. from the University of Alabama with a concentration in criminal justice. She received her J.D. from Cumberland School of Law in 1979. She was Director of Legal Counsel for the Elderly, a component of the Clinical Programs at The University of Alabama School of Law from 1987 to 1997. In that position, she taught and supervised second and third year law students in the “hands-on” practice of law, as well as providing direct legal service to seniors.
Carol is a member of the Alabama Bar and the Florida Bar. She was a charter member of the Elder Law Section of the Alabama Bar. She is a member of the National Academy of Elder Law Attorneys, the Elder Law Section and the Real Estate, Property and Probate Section of the Florida Bar.
Since coming to Lakeland Carol has immersed herself in the community. She is an alumnus of Leadership Lakeland Class XXXIII and is an active member of The Lakeland Rotary Club. She is currently President-Elect of The Lakeland Rotary Club.
JULIANNE D. POLSTON
Julianne D. Polston is an associate at the Elder Law Firm of Clements & Wallace, P.L. She is a native of Lakeland, Florida. Her practice is concentrated in the areas of estate planning, probate, guardianships, and asset protection planning for long-term care, including Medicaid eligibility.
Julianne holds a B.A. in Business Economics from the University of South Florida. She received her J.D. from Stetson University College of Law and was admitted to the Florida Bar in 2014.
Julianne is a member of the Elder Law Section and the Real Property, Probate, and Trust Law Section of the Florida Bar.
QDRO for Married Couples without Divorce: Pay Less Taxes/Other Benefits Part 2
A few weeks ago, we introduced a novel planning concept; the marital “Qualified Domestic Relations Order” (QDRO). Most people associate a QDRO with divorce, but divorce is not required to take advantage of this planning technique. The ERISA laws made an exception for early withdrawal penalties with the QDRO. As we know, an ERISA type […]read more >
Elimination of Medicaid Retroactive Eligibility
Effective February 1, 2019, persons seeking Medicaid benefits to cover the cost of long-term care in a skilled nursing facility can no longer qualify for up to three months of retroactive benefits. Prior to the change, an application could be filed in one month, and for each previous month the patient met all the Medicaid […]read more >