Gorman & Jones, PLC operates from 10101 West Bell Rd. #101 in Sun City, AZ 85351, specializing in Medicare and Medicaid legal services. Their elder law attorneys recognize that one of the greatest fears associated with aging is declining health, which is nearly inevitable. Fortunately, government programs like Medicare and Medicaid assist with medical care costs in later life. For Arizona residents aged 65 or older, living on low incomes, disabled on SSI, or blind, their attorneys help navigate Medicaid eligibility requirements. When applications are denied due to income thresholds, they explore strategies to exclude some income from eligibility calculations, potentially using Miller Trusts to help clients qualify. For Medicare eligibility, primarily for seniors over 65 or those with work-preventing disabilities, they guide clients through Social Security Disability Insurance applications, a process that often takes up to two years and involves multiple appeals. Their experienced attorneys stay informed about frequently changing Medicare and Medicaid requirements, providing up-to-date representation for elderly and disabled residents. With offices in Phoenix, Scottsdale, Sun City, and Sun City West, they offer weekday and evening appointments, even visiting clients who cannot travel to their offices. Call 623-974-5585 for a free consultation.
Botti & Morison Estate Planning Attorneys serves clients across Southern and Central California through offices in Ventura, Santa Barbara, San Luis Obispo, Westlake Village, Valencia, and Bakersfield. Led by Christopher Botti, a certified member of the National Academy of Elder Law Attorneys and Elder Counsel, the firm provides comprehensive elder law services addressing the unique challenges seniors face. Their practice focuses on Medicaid planning, helping clients navigate the staggering costs of nursing home care in California that average between $6,000 and $10,000 monthly. The firm guides families through complex Medicaid eligibility rules to prevent the common outcome where two-thirds of families exhaust life savings within two years after nursing home admission. Their elder law services include long-term care asset protection, long-term care estate planning, insurance guidance, Medi-Cal planning, and veterans benefit planning. Attorney Botti’s specialized training and experience working with older Americans’ legal problems provides clients with expert guidance through healthcare transitions. The firm helps clients understand crucial distinctions between Medicare and Long-Term Care Medi-Cal, explaining exempt assets and upcoming regulatory changes affecting eligibility. For California seniors facing healthcare planning challenges, Botti offers free initial consultations at (877) 585-1885.
Attorney Zisl Edelson at 8401 Crawford, Suite 104, Skokie IL 60076 (847-410-9131) provides expert analysis of the Illinois Trust Code (ITC) for elder law and special needs planning. Her overview examines how this 100+ page legislation impacts Medicaid planning and special needs trusts. The article highlights key provisions including broader definition of grantor intent, specific power of attorney requirements, representation hierarchy for incapacitated beneficiaries, the ability to consider benefits to living family members when representing incapacitated persons, and the new “Designated Representative” concept for qualified beneficiaries. For elder law practitioners, Edelson emphasizes provisions facilitating irrevocable trust amendments, trust decanting, and new fiduciary standards. The article addresses Medicaid planning implications, noting how decanting can transform countable assets into non-countable assets for eligibility purposes. Particularly valuable for practitioners is the analysis of noncharitable trusts without ascertainable beneficiaries, which could fund funeral expenses while avoiding probate. The article concludes by examining modification/termination options for irrevocable trusts and emphasizing the importance of attorney collaboration on these new laws to better serve elderly and disabled clients.
Located at 612 North Vienna Street in Ruston, Louisiana, the law firm of Goff and Goff Attorneys specializes in elder law, focusing on the unique needs of their clients rather than a specific area of law. Attorney Add Goff recognizes that elder law clients, while not all perceiving themselves as elderly, often share similar concerns requiring knowledge across multiple practice areas. Their holistic approach encompasses interdictions (Louisiana’s guardianship proceeding), long-term care planning, advance health care directives, powers of attorney, estate planning, probate and trust administration, asset protection, special needs trusts, and elder abuse cases. Their services specifically include Medicaid long-term care planning, VA pension benefit planning, wills and trusts, enhanced powers of attorney, living wills, interdictions, estate planning, successions, probate, and special needs planning for the disabled. They emphasize seeking legal guidance when concerned about power of attorney abuse, incapacitated loved ones, rising healthcare and nursing home costs, veterans benefits eligibility, outliving savings, or leaving inheritances despite healthcare costs. Unlike financial advisors who may sell insurance products while charging planning fees, Goff and Goff provides unbiased legal strategies without conflicts of interest. Contact them at 318-255-1760 for elder law planning assistance.
The Estate and Elder Law Planning Center, founded in 1998 by D. Randall Drake and now led by Larry Treat, provides comprehensive legal solutions from their Mountain Home, AR office. With a team of three attorneys and eleven support staff organized into five specialized departments, they deliver seamless service addressing every aspect of elder law and estate planning. Their Estate Planning department creates customized plans ranging from simple beneficiary designations to advanced asset protection trusts. The dedicated Funding team ensures trusts are properly structured with correctly titled assets to achieve intended protections without probate court oversight. Their Long-Term Care Medicaid Department helps families navigate eligibility requirements, preserving assets from nursing home and assisted living costs through both proactive and crisis planning. After a client passes, their Trust and Estate Administration team assists trustees in efficiently handling matters and ensuring smooth transitions for beneficiaries. When necessary, their Probate and Guardianship specialists guide clients through court processes for unplanned situations. Under Larry Treat’s leadership since January 2023, the firm continues its legacy of personalized, high-quality legal services while implementing innovative strategies that protect clients’ assets and secure their futures. Contact them at (870)425-2460 for assistance.
The Marrone Law Firm, P.C., based at 506 East Washington Street, Suite A, Syracuse, New York 13202, specializes in elder law and Medicaid planning throughout Onondaga County and Upstate New York. Their approach extends beyond basic estate planning, addressing the comprehensive needs of aging families from both financial and emotional perspectives. The firm helps clients initiate important conversations, create optimal plans, and implement wishes to protect and preserve assets for future generations. Their attorneys explain that while Medicare is an entitlement program for those over 65 regardless of financial status, Medicaid imposes strict eligibility requirements based on income and assets. The firm reviews each client’s unique family and financial situation, developing strategies to provide for necessary care while preserving estates for surviving spouses and heirs. They employ various protection techniques including Family Protection Trusts, Promissory Note and Gift Plans, outright gifting, life estates in real property, caregiver agreements, and Medicaid compliant annuities. Their services extend through the entire Medicaid application process, including fair hearings and appeals when necessary. Contact them at (315) 728-9433 for a no-obligation consultation about elder law and Medicaid planning options, with free parking available near their office.
Collins Family & Elder Law Group, with offices in multiple North and South Carolina locations including Charlotte (228 East Blvd., Charlotte, NC 28203), specializes in asset protection as a crucial component of comprehensive estate planning. Their attorneys develop personalized plans to safeguard beneficiaries’ interests and protect clients’ assets both now and in the future. They expertly employ various legal tools and techniques including irrevocable trusts that shield assets from creditors, homestead exemptions protecting primary residences from seizure, limited liability companies separating personal assets from business liabilities, insurance policies mitigating financial impacts of lawsuits, and pre/postnuptial agreements protecting personal assets in marriage. The firm helps clients structure inheritances to prevent loss through divorce or bankruptcy while implementing tax planning strategies to minimize liabilities. Their North and South Carolina asset protection attorneys work closely with clients to assess unique circumstances, identify vulnerabilities, develop personalized plans, create appropriate legal structures, implement strategies to minimize exposure, and ensure compliance with relevant laws and regulations. With over 200 years of combined experience, their compassionate attorneys provide tailored solutions that protect clients’ hard-earned assets.
The Law Office of Daniel Webster, P.C. serves clients from their office at 41 Delaware Road, Kenmore, NY 14217, offering comprehensive elder law and estate services. Their attorneys focus on easing the burden of paperwork and legal problems related to estates after losing a loved one, providing transparent communication throughout the process. They handle probate and estate administration, tailoring their approach based on estate complexity and whether the decedent had a will. The firm offers specialized services for clients with assets in multiple states, providing ancillary probate services for secondary probate proceedings in different states. Their attorneys work efficiently with executors to probate New York assets, coordinating with other counsel when necessary. In partnership with Certified Financial Planners, they provide integrated financial planning services to enhance their legal planning, helping secure assets, protect financial futures, and ensure lasting legacies. The firm draws on years of experience to navigate legal complexities while safeguarding clients’ financial wellbeing. Their approach is customized to each client’s specific needs and circumstances, with legal strategies determined case-by-case following thorough review of the situation. Contact them at (716) 854-2050 for assistance with wills, trusts, and elder law matters.
Legacy Law Center serves Chesterfield, Missouri clients from their office at 4215 Old Hwy 94 S in St. Charles, with additional locations in Lake St. Louis and O’Fallon. Founded by Charles J. Moore in 2012, this elder law firm focuses exclusively on seniors, veterans and families needing proper estate planning. Attorney Moore, practicing since 2005 and named one of the 10 Best Estate Planning Attorneys in Missouri, offers comprehensive elder law services covering long-term care planning, guardianships, healthcare matters, retirement planning, Social Security benefits, and Medicare/Medicaid navigation. The practice addresses critical elder law concerns including conservatorship proceedings for incapacitated loved ones suffering from injuries, Alzheimer’s, Parkinson’s, or strokes. Moore helps families determine whether assets are exempt from Medicaid spend-down calculations while preserving financial resources through strategic planning. The firm offers initial planning meetings to analyze which assets qualify as exempt, helping families assess risks in transferring assets through irrevocable trusts. Legacy Law Center’s approach maintains seniors’ dignity during health transitions while protecting them from scammers, unscrupulous salespeople and financial predators through effective legal instruments like powers of attorney, guardianships and advanced directives.
J.R. Hastings operates from 369 B Third Street, Number 713, San Rafael, California 94901, providing elder law services focused on securing personal and financial well-being for seniors. The firm helps establish plans for clients throughout Marin, Sonoma, Contra Costa, San Francisco, and adjacent Bay Area counties, ensuring their legacies remain secure under the law. They assist with creating Advance Health Care Directives and Powers of Attorney to avoid court-designated conservatorships, establishing agents for healthcare decisions and attorneys-in-fact for financial matters. When necessary, the firm guides families through conservatorship proceedings for elders unable to manage their affairs due to dementia or physical disability. J.R. Hastings specializes in navigating Medi-Cal and Veterans benefits administration, determining eligibility requirements and guiding clients through complex application processes for care or pension benefits. The firm also assists with business succession planning, helping owners prepare for retirement through transitions designed to reduce tax consequences and ensure smooth transfers of power. Their elder law services extend to probate and trust administration for deceased individuals, helping grieving families navigate complex legal requirements. For sophisticated elder law counsel, contact them at 415-459-6635 for an initial reduced-rate consultation.
