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07 Jan, 2023 by Elfie
I would like to extend my heartfelt "thank you" to Heffner & Associates. As I was stressing to maneuver through the complexities of Estate Planning, my friend suggested I contact Mark Heffner for guidance. From my first phone converation with Mark, I knew I had the right attorney. When my family and I met with Mark, he made us feel comfortable and patiently answered all our questions in terms we could easily understand. He was very knowledgable, professional, kind and was always easily accessible. I am so very grateful to Mark, Bill Jamieson and staff for this positive experience and wish everyone a very Happy New Year!
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19 May, 2019 by Anonymous
Professional, courteous, brilliant! Mark was extremely patient, knowledgeable, and helpful throughout the entire process. We felt very comfortable listening to his advice. Richard Giudice & family.
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21 Aug, 2018 by Navid
Mark Heffner is a well regarded and experienced estate planning specialist. Heffner & Associates are very professional, very friendly, and you can tell that they take your requests seriously. I will absolutely be using them again in the future. Mark and his friendly staff worked with my wife (age 28) and I (age 32) to prepare our wills, powers of attorney, and a trust for my son (age 1). Heffner & Associates provides top tier service at a reasonable price.
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29 Jan, 2017 by Meghan
The reason I am writing this review is because I was in a car accident.After receiving physical therapy for 3 months, the therapist ended my treatment informing me that I was healed (which also coincidentally was the same time when my medical benefit on my car insurance ran out), when in fact I was still very much in pain.My bills were starting to add up and I felt like I needed representation.My husband was seeing a chiropractor at the time for separate issues, and the chiropractor had recommended that I see Ann Sheeley for representation.Ann was initially very personable, she promised to deal with my medical providers on my behalf, negotiate down my medical bill repayments, and obtain the best possible settlement from the other party’s insurance agent.She told me to send all bills directly to her office, and she would contact them and let know this was part of a settlement, to avoid receiving any collection notices.She told me I should worry about getting well and she would take care of the rest.During my initial meeting discussing my medical condition and state of discomfort, she recommended that I see a chiropractor, and just happened to recommend the same chiropractor that had recommended me to see her. This is important to note that she advised me to not use my personal health insurance plan during my 3 month treatment plan. As my treatment progressed however, I continued to receive medical bills and collection notices from medical providers (after I had submitted them to her office). After following up with them multiple times, it was clear that her office did not put the liens that she promised.When we received the first settlement proposal statement, it was very confusing and the numbers didn’t make any sense. It turned out there were multiple errors regarding payments to the medical providers, the amounts payable to the medical providers did not agree with my actual bills, and none of the medical bills had been negotiated as promised. After an hour and half office visit she promised to negotiate my medical bills.She contacted me a few days later only to have not taken care of all of my bills. This is when she got very nasty with me on the phone.I noted that it was odd that when I requested to negotiate down my medical bills, she became very defensive about negotiating the chiropractor’s bills over anybody else.She spent very little of her time actually listening and more time talking over me.We went back and forth for nearly a month negotiating the final sums owed to my providers.Nothing about the whole process was simple, or made easy for me.I spent hours speaking to my personal health insurance company, and to my medical providers.This is when I learned that the advice Ann Sheeley had given me was poor. According to my health insurance adjuster, a provider is obligated to file a claim with the health insurance, which would have resulted in a lower, automatically negotiated payment amount.Since Ann advised me not to use my health insurance, it resulted in my owing much more to my medical providers (but particularly to my chiropractor) than I should have been.Upon my realization of this injustice, I felt terribly sickened that I had been taken advantage of and at that point I just wanted the ordeal to be over.The only positive statement that I can make is that when further errors were uncovered on the settlement statement, which resulted in additional payment to my health insurance company, she was honorable enough to take it out of her fee instead of my amount. When I finally agreed to sign the settlement statement, I was relieved to finally put this behind me. However 5 weeks later, I continued to receive another collection from a medical provider.Upon following up, I discovered that Ann had promptly paid the chiropractor’s bill after receiving the settlement, but had not paid any of the other medical bills.She finally paid all of the other bills after I contacted her office several times that week. My advice record all phone message and or conversations thankfully I have this.
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04 Aug, 2022 by Anonymous
you don't do power of attorney, yet you advertise it. stop wasting ppls time and you'll get better reviews thanks.
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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:

  1. 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.
  2. 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.
  3. What is the best approach for my case?
    Ask for an honest assessment of your situation and what legal strategies the lawyer recommends.
  4. 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.
  5. 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.
  6. 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.

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