Elder Law

Estate Planning

Wills;

Revocable and Irrevocable Living Trusts;

Care Management Trusts;

Irrevocable Third Party Special Needs Trusts;

Tax Planning;

General/Financial Durable Powers of Attorney;

Medical Durable Powers of Attorney; 

Advance Medical Directives;

Asset Protection Planning

Trusts;

Gifting plans; and

Entity creation and funding.

Long Term Care Planning

Placement options;

Advise regarding options for payment of long term care expenses; and

Medicaid and Medicare planning for long term care and home care.

Medicaid Planning & Advocacy

Medicaid eligibility planning;

Medicaid spend-downs and gifting options;

Sole Benefit Trusts;

Third Party Trusts;

Disability Trusts, Special Needs Trusts, Supplemental Needs Trusts;

Obtain Medicaid approval of trusts;

Advise on Income Trust and Pooled Trust issues;

Asset retitling;

Advise on Medicaid regulations;

Prepare and submit Medicaid applications; and

Medicaid "fair hearings"

Medicare Planning & Eligibility

Medicare eligibility planning;

Advise regarding Medicare Part A and Part B benefits;

Advise regarding Medicare Part C Advantage Plan benefits;

Advise regarding Medicare Part D prescription drug benefits;

Advise regarding hospice and home care benefits; 

Advise regarding Skilled Nursing Facility (SNF) benefits; and

Provide advocacy services for delivery of Medicare-covered services. 

Social Security (including SSI and SSDI) Planning & Eligibility

Advise on federal regulatory requirements for SSDI & SSI eligibility;

Preparation for filing of SSDI & SSI application;

Disability Trusts, Special Needs Trusts, Supplemental Needs Trusts for SSI;

Third Party Trusts;

Sole Benefit Trusts; and

Obtain SSI approval of trusts.

Nursing Home Law

Advise regarding patient rights;

Advise regarding federal laws governing nursing homes; and

Advocacy for complaints and care issues.

Trusts & Estates

Represent trustees, personal representatives and conservators;

Represent beneficiaries;

Advise on trust and estate administration; and

Advise on fiduciary duties and powers.

Probate Administration

Open formal and informal probate proceedings;

Advise and assist in all stages of administration;

Court filings and notices;

Preparation and filing of inventory and accountings;

Notices to beneficiaries and heirs;

Testate and intestate estates;

Notices to Creditors;

Payment and contesting of claims;

Distributions; and 

Formal and informal closing.

Guardianship/Conservatorship

Obtain appointment of guardian and/or conservator;

Represent and advise guardians and conservators regarding

    duties, powers and requirements for administration;

Assist in preparation and filing of guardian reports, conservator

    reports, inventory, accountings, care plans and financial plans; 

Opening and closing of guardianship and protective proceedings;

Represent respondents/ward/protected person; and 

Represent interested persons.