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29 May, 2024 by Khalid q
He is a great problem solver that will get you to the closing table!!
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22 Feb, 2024 by Dimple gilbert
31 Jan, 2024 by Danny
James does an amazing job!!! Very patient and very professional. highly recommend.
LaDonna☝️
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19 Sep, 2024 by Charles waeltz
We relocated to Alabama about 3 years ago. We wanted to update many of our estate documents. Brenton helped with changes to our Trusts, Wills and Power of Attorney documents. He was very patient in answering all our questions, and made sure he understood all our intents for those items. We would highly recommend him and all those in his office.
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06 Sep, 2024 by Joshua phillips
Great experience, very informative, organized and well done, thanks!
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06 Sep, 2024 by Catherine bosse
Incredible experience. I highly recommend this firm.
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21 May, 2024 by Monica morris
Went in today for a consultation and Matt Talley was nice and helpful. The lady who I spoke to on the phone to schedule the consultation was also nice and helpful. I haven’t engaged them yet so I can’t speak to that aspect right now.
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15 May, 2024 by Cadence serna
I feel much better about my situation having spent an hour or so here. Let these wonderful people help you.
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25 Apr, 2024 by Parke smith
First class all the way. I had an urgent need for their services, and the jumped on it immediately and got all I needed handled!
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15 Jun, 2024 by Jonathan
It's all about relationships and Doug is a master. We absolutely love him and the entire Martinson & Beason team. They've been an absolute joy to work with in both planning and in this case making changes to our family trust. Thank you!
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23 Oct, 2023 by Richard
Doug provided clear factual answers to all our questions in a timely a manner. He took the time to Listen to our questions and concerns and help us to understand the issues involved and options available so that we could make informed decisions regarding the trust we wanted to establish. Multiple copies of the trusted documents were provided the day we signed the documents, and an electronic file copy was emailed to us. The total amount charged was very reasonable and affordable. We highly recommend Doug and his team.
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18 Sep, 2023 by Arthur
Mr. Doug Martinson first represented me many years ago. Since then, I have run into him often, and he has prepared a legal will for me. Each time that he provided legal services, he was agreeable to work with, trustworthy and charged fairly. Also, he is amicable, and well known and respected within the local community. The office of Martinson & Beason is even conveniently located right on the courthouse square. I highly recommend his firm to anyone in the area needing a lawyer.
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29 Apr, 2024 by C. cumbie
Tom Sinclair and his team pulled a rabbit out of a hat in a difficult and disputed LTD claim against Lincoln Financial. My sister's employer, a multinational retail chain, withheld LTD premiums for almost two years, but had not secured the LTD policy. She was seriously injured and applied for the LTD benefits she had paid for. Lincoln Financial denied her claim. The fight was on, and Tom Sinclair held both of these companies accountable. My sister is a single income household. She was in fear of losing everything as she can no longer work and has additional medical expenses. We are both extremely grateful for your expertise, guidance and determination to correct this injustice. Thanks Mr. Sinclair.
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22 Apr, 2024 by Cody cannington
Blessed to have this company to take care of me as if I was there own child,brother,and just close family and they are always communicating with you and always letting you know there is hope! THEY NEVER BACK DOWN OR GIVE UP and they make you feel the same way! Very professional, highly educated and strict. All I can really say is I don’t think someone could do a better job and treat you as if your family and share the same feelings as what you’re going through! They firmly stand up for you!!!! I pray God keep them blessed and there name makes it out there more! They also made life easier for my son and I!
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15 Nov, 2023 by O'neal bryant
They were extremely helpful in understanding what to expect. I had every reassurance that they were going to go to battle on my behalf in handling my case. The communication was phenomenal. They made every effort to ensure that any information I needed was made available to me. Overall, my experience with Sinclair Law Firm was great and I highly recommend them..
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17 Apr, 2017 by Anonymous
Mr. Hamer was very professional. He gave me options on how to deal with my mother's estate. I was able to do a summary of distribution which was considerably less expensive. No other attorney had shared this option, so I knew he was trustworthy. He thoroughly explained the process and kept me informed throughout. I live out of state so because of his thoroughness and effective communication, I did not have to travel back and forth. He took care of everything. This was a great experience.
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13 Apr, 2017 by James beardsley
Chris helped us with selling our house to a friend who lived in Georgia.. The house was hit by lightning before we closed but he was able to change gears smoothly so we could proceed to sell the property in a prompt and efficient manner.
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13 Apr, 2017 by Daniel
Chris was great to work with. We truely enjoy having a lawyer on our side who is knowledgeable and quick to act. He helped resolve a complicated matter for us and allowed us to get back to what we do best. At the end of the day that's what we all need and we would recommend Chris.
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06 Sep, 2019 by Shirley
Nick Shimoda was extremely knowledgeable in helping me with all of my questions concerning my estate. He and his staff were very professional in preparing all of the documents that I will be needing. I would highly recommend him to anyone looking for an estate planning lawyer.
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23 Jul, 2019 by Anonymous
We highly recommend Nick. He very patiently walked us through all our many questions and explained things in a easily understandable way. He went the extra mile to be sure we felt comfortable with the decisions to be made. He was a true delight to interact with, and we felt very confident with his knowledgable, yet not pushy advice. We are so pleased with the help we received from him.
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09 Apr, 2019 by Phyllis
I can’t say enough good about Nick Shimoda. He was the ultimate professional, courteous, patient and thorough as he walked me through my long term planning process. I am confidently at ease with his advice and so happy this is a done deal. I highly recommend him.
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26 Jan, 2017 by Vicky
Was very helpful with my elderly parents getting all needed documents in order. When my father passed again helped ease the burden of all the legal aspects and requirements to help my mother in directions she needed to follow. Didn't talk down and explained every detail so we all could understand the reasons why. I being the daughhter that was in these meetings highly recommend Mr Minetree for your elderly loved ones. Highly recommend his services.
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10 May, 2016 by John
We hired Tom Minetree to handle a Medicaid benefits application for a family member. Despite the intertwined finances of the applicant and his wife, Tom's office ably prepared the application and determined precisely when it should be submitted. The state Medicaid agency challenged a property transfer that had occurred prior to the submission of the application. We would up litigating the issue before an administrative law judge who, thanks to Tom's capable representation, determined that we had, in fact, complied with the strict requirements of the law. Furthermore, the state Medicaid agency affirmed the decision and confirmed benefits as of the date of the application.
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12 May, 2015 by Patricia
Being single with no children, I decided it was time to get my affairs in order and sought the advice of Tom Minetree who specializes in elder law and estate planning. During my estate planning it became very evident that Tom knows his speciality and provided some very helpful legal insight into my affairs. After my first consultation, I thought my mother should look at her estate planning. My brother and I first met with Tom and came away again with the feeling Tom really knows what he is talking about.
During the establishment of our mother's estate and that of mine, I can truly say it was a pleasant experience, unlike others I have had, to deal with Tom and his staff. Tom sees the big picture and looks down the road to the future.
I called several times and asked numerous questions and not one time was I talked down to nor felt my questions were unwarranted.
I trust Tom to tell me like it is and to have my and my family's best interest in mind. If you need legal advice in elder law and estate planning, I highly recommend that you give Tom a call.
Patricia
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29 Aug, 2017 by Carol
When we had to move Dad from Hospital to Nursing Home with an expectation of long term Medicaid needs, I needed good advice fast. Somehow I came across Bill’s first blog, where he said he saw himself as an elder advocate. Sounded like a nice guy, so I moved on to his main website and left a contact request over the weekend. When he returned my inquiry early on Monday morning he didn’t disappoint. So kind and helpful! Our situation was so simple it could really be handled by downloaded documents without an attorney. He offered an overview of the Medicaid process with really helpful insights that were not among the info I had unearthed in hours and hours of search and reading. I feel I can handle the Medicare and Medicaid application process with more confidence now. I am so grateful for his willingness to take 20 minutes to answer my questions. His answers really changed everything. If I had a more complex case I would certainly ask Bill to handle it.
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13 May, 2015 by Linda
I have recommended Mr. Nolen to many people through the years I have known him. I will continue to highly recommend him for Elder Law services. Mr. Nolen helped me with my mother's VA Aid & Attendant Benefit application, her estate planning regarding her will, trust for her assets,etc. .He also assisted me in filing for my husbands VA Aid and Attendant benefit. We are now in the process of settling my mother's estate after her passing in March 2015.
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05 May, 2015 by Anonymous
Mr. Nolan has provided excellent advice, suggestions, and expertise first in assisting me with my parents' estate planning and then with my own needs for legal documents. He is accessible and helpful with any question I have asked him regarding both situations. I would recommend his without reservation.
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21 Dec, 2023 by Doris perry
A joy to work with Jerry. Kind and attentive. Thorough and knowledgeable, taking time to explain the process. So happy with the outcome.
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20 Oct, 2022 by Trisha frith knight
20 Jan, 2022 by Brandy hill
15 Aug, 2018 by Blake
Bruce Adams exceeded my expectations in assisting my family with my elderly parent's estate planning. His compassion and knowledge in this area made the situation much less stressful than we had imagined before meeting with him. The entire office staff is amazing and the experience was quick and painless. I would highly recommend Bruce for any end of life planning needs. My advice (based on our situation) is not to wait to solidify protecting your parent's assets.
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07 Feb, 2018 by Anonymous
After giving an informative and precise presentation. As well as supplying a thorough questionnaire. Mr. Adams helped me with very much needed guidance in preparing my Last Will and Testament, and a irrevocable Trust. Which has provided and alleviated much stress and worry for the future.
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25 Oct, 2017 by Anonymous
We hired Mr. Adams to help us with our estate planning and set up a special needs trust for our disabled child. We are not rich people. We wanted to make sure our child was provided for in the very best way after we were gone. He held a series of meetings with us and explained the estate planning process every step of the way. We were never rushed. He gave us all the time we needed and answered every question we had. We feel that we got the best service we could have gotten, and we are very comfortable with our final plans. We recommend Mr. Adams to anyone who has any estate planning to do, whether large or small like ours.
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13 Dec, 2018 by Mike
I have used Mr. Rhodes on multiple occasions. He has done real estate closings, a trust for my mother and is currently handling a conservatorship for my wife. He is very knowledgeable but has the ability to explain things in terms that are understandable. Mr. Rhodes has always been courteous and listened to what I had to say, he has answered my questions and concerns and is accessible when I need to talk with him. I would highly recommend him to anyone looking for legal help in the areas of elder law, estate planning and trusts.
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12 Dec, 2018 by Alan
Not only has Reggie helped with my personal estate plan but has also done both of my parents plan. He was very knowledgeable and very easy to talk to. He did not talk over our heads with attorney language. I would and have recommend him to family and friends.
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28 Jan, 2015 by Anonymous
Mr. Rhodes represented me in the administration of my mother's estate. He was very knowledgeable and kept me informed. When I had a question, he was responsive and available. I would recommend him to anyone who needs to probate a will.
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26 Mar, 2020 by Anonymous
Jonathan Green has been my attorney for the last 12 years and I highly recommend him. He has helped me navigate a very difficult situation with my elderly parents which included guardianship and conservatorship appointment not once, but twice. He has always been professional but also kind and compassionate. If you need an elder law attorney I can’t recommend him enough!
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11 Mar, 2015 by Daniel
I'm not in the habit of endorsing lawyers, however Mr. Green is the most ethical, client focused, outcome oriented individuals I have ever met. He gave good sound advise an directions and made sure that we understood our options, which assisted us in making good decisions in dealing with Medicaid issues. The quality of service was the highest level of competency, and responsive to our needs. I would overwhelmingly recommend his services, especially if you want things done right!
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04 Sep, 2014 by Karl
I have been the executor (personal representative) for an estate, and Jonathan handled the issues related to obtaining letters testamentary, probating the will, contacting the heirs and distributing assets. He advised me in regard to managing the property and assets until disbursement was made. I was very satisfied with how Jonathan handled all the details of the will. He was very thorough in reviewing the will and other documents. He gave me much confidence that all matters were handled properly and that the heirs were properly cared for.
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08 Apr, 2024 by Susan.gs57
Mr. West helped me get my husband in a nursing home because of early onset Alzheimer's . He did a excellent job for me and and is honest and caring. Even after 8 months he still checks on me and my husband. You will never regret the small amount of money he charges for the large amount he saves you.
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02 Jan, 2017 by Anonymous
He was very kind and informative.
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04 Oct, 2021 by Rahmat mulya
09 Apr, 2018 by Drawing play
02 May, 2017 by Jennifer scrivano
20 Apr, 2012 by Mitchell
Raley created a much needed will for me. What i enjoyed is that Raley wrote my will where i don't need to change it every life event. It's fluid with the typical circumstances someone like me would go through. I'd refer Raley to my friends, family, and clients for wills/elder law work.
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06 Jul, 2018 by Anonymous
Mr. McCoy did a fantastic job with my case. His professional manner and keen knowledge of my case gave me a better than anticipated outcome. He and his staff are all first class.
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13 May, 2015 by Kim
It was a real pleasure to have Mr. McCoy as my counsel. He was very thorough in his preparedness of my particular case, and was exceptionally kind when dealing with such a devastatingly sensitive matter. He was honest in the sense that this could be a long and arduous process, assuring me that no stone would go unturned in bringing this matter to a positive outcome. He was prompt in returning my calls, and , in fact, my case did return justice for my family. My thanks to him for his exceptional representation.
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12 May, 2016 by Josh
I am very satisfied with this firm. After going through three accountants and four years later, I finally found a company that cares and has the knowledge to actually help me. I have gotten further with them in days, verses years with the other guys. If you are, like I was, needing help with state and federal taxes and or are dissatisfied with your current "so called professionals", then call this firm. They know taxes! Also to mention, there is a big difference between an accountant and an actual tax attorney. Thanks to these guys, I can finally start to breathe again!
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21 Jul, 2015 by Strickland
Mr. Jordan is a great tax attorney. He is a very knowledgeable and honest person. He handled all matters for us in a professional and timely manner. We highly recommend him.
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14 Jan, 2017 by Amy
I have just hired Melanie Bradford and her partner, John Holliman, to help with my parents estate. They are hands down some if the best probate attorneys in the state. They were very knowledgeable regarding various trusts, documents, etc when it came to VA and Medicaid law. They also were very professional and prompt to get back with any questions I had. I would highly recommend them for any estate work you need. I will also be using them to update my husband and my wills and trusts.
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29 May, 2014 by Becky
Terrie Sadberry is an excellent attorney. She handled my divorce case in 2013, it was a difficult case to say the least. Most of the problems that arose were handled through phone calls & emails because I had relocated to another state. She is not only professional, but compassionate as well. She went above & beyond to get the divorce finalized, even going to my ex-husbands home to get the final papers signed.
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16 Jun, 2015 by Kate
Alec Brown helped me out with my Dad's Alabama medicaid claim last summer after he was admitted to a nursing home. I had POA but was out of state, so it was complicated. He did a great job and I couldn't have managed it on my own. I highly recommend him.
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19 Jul, 2024 by Daphne lett mckee
A1 communication..I like the action behind the words.
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19 Jul, 2024 by Tawanda isaac
I have had the best experience with working with this company. They have kept in touch with me every step of the way. I am confident that will get the job done.
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26 Jun, 2024 by Ren smith
Top dawg law .... I have nothing bad to say about them .. they did everything they said tht they would over all great experience
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15 Jul, 2024 by Joseph wu
I cannot speak highly enough about the work that JD Segers and Allen Sydnor did on my behalf. I am so fortunate to have been represented by them. They were tireless in their work to defend my case, leaving no stone unturned. Most importantly they were concerned about me as a person and navigated me through a difficult and uncertain time with great care, skill, and diligence, ultimately with a vindicating outcome. Thank you!!!
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23 May, 2024 by Micki newton
19 May, 2022 by Steve colafrancesco
The team put together by John Isaac Southerland and Paul Malek handled my appeal after a very questionable ruling in my divorce. Exploring every available resource, their team provided a myriad of evidence adding to what my divorce court attorney had established, enabling them to mount a successful appeal. The resounding decision by the Alabama Appeals Court will reverberate throughout the state protecting countless veterans. They all have proven diligence, honor and integrity will prevail over money, power and lies.
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04 May, 2024 by Lauren helvie
21 Sep, 2023 by Cpc jr
EXCELLENT, PROFESSIONAL, EXTREMELY CAPABLE ATTORNEY. I can't say enough good things about Mr. Terrell. He handled a complex multi-faceted, professional association ERISA-disability-related case that I was involved in bringing in other capable attorneys to help as needed. Great personal demeanor and helps clients understand complex issues in a straightforward professional manner. Highly recommended.
CPC Jr MD MBA
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16 Jul, 2020 by Don thomas
I love Thomason law great people
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02 May, 2017 by Jennifer scrivano
04 Oct, 2024 by Palarius calhoun
03 Oct, 2024 by David smith
The best lawyer in Birmingham she will fight for your freedom most definitely recommend her to any client
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01 Oct, 2024 by Jeff collins
22 Oct, 2024 by Robert duke
21 Oct, 2024 by The clayton fam mawmaw,allie,savannah
09 Oct, 2024 by Patricia davis
07 Oct, 2024 by Josephine mckinney
The services provided were helpful and thorough.
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03 Oct, 2024 by Darlene vines
After much thought about whether I needed a will or a trust I reached out to Miller Estate Elder Law. I was invited to a very informative workshop which I attended with my daughter and it turned out to be exactly what I needed.
The discussion covered was what I was looking for and more.
I don't have a ton of money but wanted/needed my home and other assets to be distributed according to my wishes.
The meeting was packed with people from all walks of life with the same concerns as myself and Bill Miller explained everything in a way that was easily understood and answered a lot of questions.
I made the decision to let Miller Elder Law take care of all the legal paperwork to finalize my will and the process was easy.
Bill answered ALL of my questions and concerns and I am completely satisfied with his firm.
All of the associates were very helpful and respectful!
A special shout out to Amber Taylor, always available to assist.
Thank you all for helping me on this journey.
Sincerely
Darlene Vines
PS: If you need assistance in estate planning, do inquire about the workshops, I'm glad I did.
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08 Sep, 2024 by James
Bill’s firm did a last will and testament,durable power of attorney, healthcare proxy and combining about six deeds into one life estate deed for our home and property. Would recommend him to anyone needing this type of work
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FAQs
Questions? We have answers
What an Elder Law Lawyer Can Do for You
An elder law lawyer specializes in legal issues that affect older adults, their families, and caregivers. These lawyers handle a broad range of topics, including estate planning, Medicaid and Medicare, long-term care planning, guardianship, elder abuse, and retirement planning. The goal of an elder law lawyer is to protect the rights, finances, and well-being of elderly individuals and to help them plan for future healthcare and financial security.
If you or a loved one is aging and facing challenges related to healthcare, finances, or legal matters, an elder law lawyer can provide essential guidance to protect your rights and interests as you age.
When Should I Hire an Elder Law Lawyer?
Hiring an elder law lawyer can be beneficial in many situations where older adults need help with legal, financial, or healthcare-related decisions. Common reasons to hire an elder law lawyer include:
- Estate planning: If you want to create or update a will, set up trusts, or ensure that your assets are distributed according to your wishes, an elder law lawyer can help with comprehensive estate planning.
- Medicaid and Medicare planning: If you need help qualifying for Medicaid to cover long-term care or need advice on navigating Medicare benefits, a lawyer can guide you through the application process and protect your assets.
- Long-term care planning: If you’re concerned about paying for nursing home care or assisted living, a lawyer can help you create a financial plan and explore options for government assistance.
- Guardianship or conservatorship: If a family member is unable to make decisions due to age-related cognitive issues, an elder law lawyer can assist in setting up legal guardianship or conservatorship to ensure their care.
- Elder abuse and exploitation: If you or a loved one is experiencing physical, emotional, or financial abuse, an elder law lawyer can help you take legal action to stop the abuse and recover damages.
- Retirement planning: Elder law lawyers can assist with planning for retirement, including managing pensions, Social Security, and other retirement income.
- Special needs planning: If you have a disabled family member who requires special care, an elder law lawyer can help create trusts or other legal arrangements to ensure their long-term financial and healthcare needs are met.
What Does an Elder Law Lawyer Do?
An elder law lawyer provides a wide range of legal services to help older adults and their families navigate the complexities of aging, healthcare, and estate planning. Their responsibilities often include:
- Drafting wills and trusts: Creating legal documents that outline how an individual’s assets will be distributed after death, ensuring that their wishes are honored.
- Medicaid and Medicare planning: Helping clients protect their assets while qualifying for government benefits to cover healthcare and long-term care costs.
- Establishing guardianships: Assisting families in setting up guardianship or conservatorship for loved ones who are unable to make decisions due to mental or physical incapacity.
- Protecting against elder abuse: Investigating claims of elder abuse or financial exploitation and representing the victim in legal actions to stop the abuse and seek compensation.
- Planning for long-term care: Developing strategies to cover the costs of nursing homes, assisted living, and other long-term care options without exhausting the elder’s financial resources.
- Managing probate and estate administration: Guiding families through the probate process to ensure that the decedent’s assets are distributed according to the law and their wishes.
- Setting up advance directives: Helping clients establish healthcare directives and powers of attorney to ensure their medical and financial decisions are carried out if they become incapacitated.
How Are Elder Law Lawyers Paid?
Elder law lawyers typically charge for their services based on the complexity of the case and the type of legal work involved. Common payment structures include:
- Hourly rate: Many elder law lawyers charge by the hour, especially for tasks such as drafting documents, handling legal disputes, or providing ongoing legal advice. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
- Flat fee: For specific tasks, such as drafting a will or setting up a trust, some lawyers charge a flat fee. This can range from $500 to $5,000 or more, depending on the complexity of the estate plan.
- Retainer: For long-term legal representation, such as managing a trust or handling guardianship matters, a lawyer may charge a retainer, which is an upfront payment that covers future legal work.
- Contingency fee: In some elder abuse or financial exploitation cases, a lawyer may work on a contingency fee basis, meaning they only get paid if they recover compensation for the client. This fee is typically a percentage of the settlement or damages awarded.
Be sure to discuss fees with your lawyer during the initial consultation to understand how you will be billed and what the total cost of services might be.
How Much Does an Elder Law Lawyer Cost?
The cost of hiring an elder law lawyer varies depending on the complexity of the case, the lawyer’s experience, and the fee structure. General cost estimates include:
- Simple estate planning: Drafting basic documents, such as a will or power of attorney, may cost between $500 and $2,000, depending on the complexity of the client’s assets and wishes.
- Complex estate planning: Setting up more advanced estate plans, such as revocable or irrevocable trusts, Medicaid planning, or special needs trusts, can range from $2,000 to $10,000 or more.
- Guardianship or conservatorship: Legal fees for setting up guardianship or conservatorship often range from $2,000 to $5,000 or more, depending on the complexity of the case and whether disputes arise.
- Medicaid planning: Legal fees for Medicaid planning can range from $1,500 to $10,000, depending on the level of asset protection needed and the complexity of the individual’s financial situation.
Always ask for an estimate of fees during your initial consultation to ensure you understand how much the legal services will cost.
Top Questions to Ask an Elder Law Lawyer
Before hiring an elder law lawyer, it’s important to ask the right questions to ensure they have the experience and expertise needed to handle your case. Key questions to ask include:
-
What experience do you have with elder law cases?
Make sure the lawyer has experience handling cases similar to yours, whether it's estate planning, Medicaid applications, or elder abuse claims. -
How do you charge for your services?
Clarify whether the lawyer charges by the hour, a flat fee, or a retainer, and ask for a detailed estimate of the total cost. -
What is the best approach for my case?
Ask for an honest assessment of your situation and what legal strategies the lawyer recommends. -
How long will the process take?
Whether it’s drafting an estate plan or setting up a guardianship, ask the lawyer how long they expect the process to take. -
Will you handle my case personally?
In larger firms, junior attorneys or paralegals may handle parts of the case. Make sure you know who will be working on your case directly. -
What documents should I bring to the consultation?
Ask the lawyer what documentation or information you should prepare for your consultation, such as medical records, financial statements, or prior legal documents.
How to Check the Credibility of an Elder Law Lawyer
To ensure you are hiring a reputable elder law lawyer, follow these steps to verify their credentials and experience:
- Check their bar status: Verify with your state bar association that the lawyer is licensed to practice and has no history of disciplinary actions.
- Look for elder law experience: Review the lawyer’s website or professional profile to ensure they specialize in elder law and have experience with cases similar to yours.
- Read client reviews and testimonials: Look for client reviews on platforms like Avvo, Martindale-Hubbell, or Google to see what previous clients have said about the lawyer’s professionalism and success rate.
- Ask for references: A credible lawyer should be able to provide references from past clients who have worked with them on elder law issues.
- Check for certifications: Look for certifications or affiliations with organizations such as the National Academy of Elder Law Attorneys (NAELA), which can indicate the lawyer’s dedication to elder law.
What Should I Prepare for My First Consultation?
To get the most out of your first consultation with an elder law lawyer, it’s important to come prepared with relevant documents and information. Here’s what you should bring:
- Existing estate planning documents: If you have a will, trust, or power of attorney in place, bring copies for the lawyer to review.
- Financial records: Provide details of your assets, including bank accounts, investments, real estate, and retirement accounts, as well as any debts.
- Medical information: If the case involves guardianship or Medicaid planning, bring relevant medical records that detail the individual's health condition and care needs.
- Insurance policies: Bring information about health insurance, long-term care insurance, and any other relevant policies.
- Questions for the lawyer: Write down any questions you have about your legal needs, the process, and the lawyer’s fees.
- List of family members or beneficiaries: Prepare a list of the individuals you want to include in your estate plan or who will be affected by the legal process.
By preparing thoroughly for your consultation, you can help the lawyer assess your situation more effectively and receive the best legal advice tailored to your needs.
