Reviews

Bob is ethical, reliable and a true expert in the field of Medicaid planning. He was always available to answer my many questions and easily guided me through the entire planning process. I recommend Bob without hesitation.

Omg I don’t know where to start with this man. Here we go. I lost my wife and I am fairly young man and I did not know the importance of have an estate lawyer. It’s not a joke how they system can just make it impossible for you. I am truly thankful of Bob with his team of helping me and saving me hundreds of thousand of dollars of which I could have never paid of. But because of his hard work and detail focused, good planning, and your love for people to do well in whatever walk of life they have. You made it happen for me and saved something for my kids to leave a good life and get opportunity to go college with very minimum debit. More could be said but no need. I want to conclude by blessing him and his team and wishing him all the best in his work - I believe his love for people make work hard. God bless him.

Robert Gerhard is an exceptional Elder Law attorney who I hired to make sense of a tangled legal situation involving the estate of a deceased family member. Without a formal will and interconnected paperwork, Bob was able to work through Pennsylvania's laws & regulations to establish an executor, file taxes, close out the estate and bring all fiduciary questions to a close. Without his knowledge, patience, personal and professional assistance, I would have been completely lost throughout the entire probate process. He made me feel comfortable and trustworthy at all times, explaining the "legalese" of government forms, etc., and the need for documentation. I feel that I couldn't have made a better choice for an Elder Law Attorney in Pennsylvania.

I am a lawyer and did a huge amount of research before selecting Bob and his team to do my estate planning. He is ethical, kind-hearted, and exceedingly competent. I could not recommend him more highly.

I had an excellent experience working with Bob Gerhard on my mother's estate planning. He provided me with valuable information about my role as POA, about her will, about the scope and limitations of various types of long-term care facilities, and about the importance of completing a fiduciary accounting. Meeting with Mr. Gerhard will help me get the best care for my mom that is within her financial means, and protect her future. It was well-worth his very appropriate fee. Highly recommended!

I secured the services of Robert Gerhard to handle my fathers estate after his passing. It was money well spent. Bob is extremely knowledgeable and thorough. Extremely transparent with all of the transactions and kept me abreast of everything that was happening. Thanks Bob.

I utilized the services of the firm to handle my Mom's estate. They did such a good job that I wrote an e-mail to them thanking them for their support and assistance over the year long process. Whenever an issue arose, it was always promptly addressed. Along the way, they provided information and assistance to make the estate management process as smooth as possible. In the business world, I frequently work with attorneys on a broad range of issues - employment law, M&A, general litigation, environmental issues, etc and only wish all in the legal profession were as helpful and responsive as Bob and Aimee. I highly recommend them for any elder law issue!

I hired Bob Gerhard to help me with my mother’s estate. In the midst of the pandemic, when no entity is functioning normally, he has successfully guided me through the legal maze. He is knowledgeable, responsive and easy to work with. If he says he will do something, he does it. Having worked in this area for many years, he also provided me with a list of other people, whom he vetted over the years, who proved very helpful. I trust Bob completely and recommend him highly.

I would like to say in all sincerity what a privilege it has been to work with Bob Gerhard. My mother began using his estate planning services over 20 years ago. He assisted her during a very difficult decision making process with the utmost of sensitivity and care. My husband and I followed and also reached out to Bob with our estate planning needs. He is highly qualified in Elder Law and walks you through each important step. Our family has been completely satisfied with his service and office personnel. I can highly recommend Bob Gerhard.

My father had recently moved to assisted living and I suggested to my Dad that this would be a good time to review and update his will and other estate planning. Our experience with Bob was as positive can be and we would recommend him with no hesitation. His assistance and guidance to my father was tremendous and his kind, compassionate nature made the entire process as simple as can be. Hiring him was the best decision possible!

We needed to redo our wills which we hadn’t touched in 40 years. Working with Bob was a pleasure. He provided valuable counsel on structure, tax issues, and family insights. Our friend’s recommendation to use Bob was spot on.

In early 2017, our family retained Bob Gerhard to handle a very complex elder law case. My father then 92, was in physical decline and in a nursing home. He was the legal guardian for my disabled brother, aged 62, who suffers from schizophrenia and lives in a group home. My father’s social security check, one of the primary sources of my brother’s room and board, was no longer available because as a Medicaid resident, that check now went to the nursing home. All of his equity was tied up in a condo that he now no longer resided at in and would have to sell. My father was really worried. I did some preliminary research and determined that a special needs trust might be an option to hold the sale proceeds from the sale of my father’s home and to support my brother. However, my own training as an attorney suggested numerous complications. First, the state of Pennsylvania already had a claim of right, similar to lien, on my father’s condo by virtue his status as a Medicaid recipient. Second, it wasn’t clear whether PA law would allow a special needs trust to be created for the benefit an out of state resident. Third, I had concerns that the special needs would generate incomes that might jeopardize my brother’s SSDI benefits. Fourth, the validity of my fathers’ guardianship was in question as it was entered into forty years ago in Massachusetts. At that point, I contacted five certified elder law attorneys in Philadelphia that had been provided to me. I live no the West Coast. Each attorney declined to take the case, saying it was too complicated and that they already had enough business. They said It was “too much work”. They dutifully wished me luck. I’m sure each uttered a sigh of relief when they hung up the phone. The sixth elder law attorney I spoke to listened but became more and more flummoxed as I went through the details. Finally, I heard a silence, followed by a deep breath, and then he said, “You know, you should talk to Bob Gerhard – If he can’t handle your case, no one can”. I called Bob that day. I immediately sensed a can-do attitude and an easy going, yet highly professional reassuring manner, someone who liked tough intellectually challenging cases. He said that my father’s case was indeed complicated and had some logistical challenges, but he was confident he could get us the desired outcome. Googling his name turned up another interesting tidbit – Bob Gerhard wrote the definitive legal treatise on Pennsylvania Medicaid Long-Term Care. Now everything was making sense. Bob was incredibly efficient in handling the case and kept us informed at all times. He guided us through all the steps to sell the condo, ensured that all the checks for the sale proceeds were deposited in the correct accounts and that the money was spent down below the statutory maximum allowed. We were able to fund so it would take care of my brother’s needs for the next 4-5 years. We also prepaid my dad’s funeral expense which was close to $12,000. When the time came time for the Delaware County attorney to sign-off on the trust, the approval was almost immediate. I imagine having the name Robert Gerhard III on the motion had something to do with that. Bob also drew up a new General Power of Attorney and HealthCare Power of Attorney for us, ascertaining my father’s wishes on a teleconference call. My dad took an instant liking to Bob. Afterwards he said, “Wow, where’d you find that guy. He’s the real deal.” My dad passed away in December 2018. Bob sent us a wonderful letter of condolence. Bob Gerhard is what attorneys call a lawyer’s lawyer. He’s a consummate professional. His commitment to the law is unstinting. He is one of the leading, if not the leading authority on Elder Law in the state of Pennsylvania. We’re very fortunate to have found him.