Placement

 

We solve problems for seniors.  Each client has a unique set of needs that we address with a variety of traditional elder law practices such as estate planning, Medicaid planning, divisions of assets, VA benefits, and asset protection. 

 

Additionally, we often assist and guide families with placement of a loved one in long term care, provide guidance for family members, assist with the sale of real property and the liquidation of assets.

 

Medicaid Application Processing

 

The core of our firm’s services revolves around the practice of estate planning.  Basic estate planning documents including but are not limited to powers of attorney, healthcare declarations, wills, living trusts, and/or irrevocable trusts. 

 

Establishing estate planning documents can prepare a family for situations that could arise in the future, namely situations related to incapacity.  These documents help eliminate the need for a court-ordered conservatorship and/or guardianship.

Asset Protection

​

There are many avenues to legal asset protection.  Two of the areas that the Elder and Estate Planning Law Firm recommends are Medicaid annuities and irrevocable trusts. 

 

Each situation is unique and while there is no blanket recommendation to protect assets, the Elder and Estate Planning Law Firm is well versed in applying solutions that help our clients legally protect their property.

Division of Assets

​

Division of assets applies only to married couples. The intent of the law was to change the eligibility requirements for Medicaid where one spouse needed nursing home care while the other spouse remained in the home.

 

A division of assets protects a determined amount of the couples assets from being spent on the institutionalized spouse’s nursing home care costs.  Our strategies protect more of a couple’s assets than what is routinely determined by the state.

​

 

Medicaid Annuities

​

Our firm also assists clients with qualification for the VA Pension and Aid and Attendance benefits.  This often misunderstood benefit can be a vital resource for senior veterans or a surviving spouse, or a couple as a whole. 

 

This benefit can provide up to $2,085 per month to pay for a veteran and/or their spouse’s home care, assisted living care, or long term care.  The Elder and Estate Planning Law Firm processes VA aid and attendance benefit applications frequently.  This is a service we offer to our clients at no additional charge.