Elder Law Matters

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Elder law matters, like those listed below, are so very important and should be handled with care.  I will take the time to learn about your concerns and create the appropriate plans and work to creatively assist no matter the situation.  These matters can be filled with intense emotions and you can feel as if you are on a rollercoaster ride with so many concerns and unknowns.  Let's work together to create options and give you a sense of direction and peace.  I offer family meetings via phone calls, Zoom or otherwise to help get family on the same page and be a part of a team - even emotional support to caretakers can mean a world of difference. 

After an initial 15-minute discovery call, the steps to work on elder law matters include:

1. An Engagement Letter is signed and Retainer Sent
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Elder law matters include all those matters affecting individuals as they age including:

  • Social Security

  • Medicare

  • Medicaid

  • Pre-planning for the future

  • Crisis planning

  • Special Needs Trusts

  • Long-term care planning

  • Estate planning including Wills, Trusts, Health Care Proxies/Living Wills and Powers of Attorney

  • Transfer of assets

  • Capacity issues

  • Guardianship proceedings

  • Pooled Trusts

  • Elder abuse

  • Veterans Benefits