Elder Law Attorneys Specialize in Helping the Elderly

Many elderly persons rely entirely on their children, family members or other individuals to help them. This dependence upon caregivers or family members makes an older person more vulnerable to abuse and financial exploitation. Legal arrangements and protective actions by family may be necessary to shield loved ones from making bad decisions or from being victimized.

Although you wouldn’t think a child would take advantage of his parent, the abuse is sometimes disguised as “protection.” For example:

David’s parents’ health was failing and living alone in their home was becoming a concern. His sister Jill wanted to look into assisted living for them. David immediately became upset at Jill as he didn’t believe they needed to be “put away.” He subsequently brought his parents to his home where he could “protect” them. Being single and working, he was not available to them during the day, but left food and water on the table to sustain them until he returned home in the evening. Jill lived over 300 miles from David and when she could get to his house to visit, she found her parents’ care was not acceptable. They could not remember if they took their medications or if they had even eaten a meal that day. David was also draining their savings account and when confronted about it, became angry and complained that he needed their money to pay expenses for their care. Clearly Jill felt her brother’s care of their parents was abusive, but David’s defense was he provided a home for his parents in which he could care for them.  This abuse as care scenario is all too common, especially since the financial crisis several years ago. More parents are used by children who may have lost jobs and investments and need the money to avoid bankruptcy.

This situation can be avoided if the parents act early. Making legal decisions about property, finances, power of attorney, and final wishes are important tasks to complete for the final years of life. Having legal documentation for a will, for medical treatment and for the person designated to be responsible for parents’ welfare can avoid family disputes and financial abuse, and help to conserve assets that are needed for care. The parents usually know who will do a good job for them with finances.

The answer is to get an advisor BEFORE a crisis hits. Better yet, get a team of advisers.   There is nothing better than to have your financial planner, accountant and attorney all working together. Below is a partial list of what an elder law attorney might do:

  • Preservation or transfer of assets seeking to avoid spousal impoverishment when a spouse enters a nursing home
  • Medicaid qualification and application and Medicaid planning strategies
  • Medicare claims and appeals
  • Veterans Benefits claims
  • Social security and disability claims and appeals
  • Disability planning, including use of durable powers of attorney, living trusts and living wills
  • Help with financial management and health care decisions; and other means of delegating management and decision-making to another in case of incompetence or incapacity
  • Administration and management of trusts and estates
  • Long term care placements in nursing homes and assisted living
  • Nursing home issues with patients’ rights and nursing home quality
  • Elder abuse and fraud recovery cases

Most elder law attorneys do not specialize in all of the areas iterated above. When considering an attorney you will want to find one who has experience in the area you need help.

According to The National Academy of Elder Law Attorneys — http://www.naela.org/:

“Ask lots of questions before selecting an elder law attorney. You don’t want to end up in the office of an attorney who can’t help you. Start with the initial phone call. It is not unusual to speak only to a secretary, receptionist or office manager during an initial call or before actually meeting with the attorney. If so, ask this person your questions.

  • How long has the attorney been in practice?
  • Does his/her practice emphasize a particular area of law?
  • How long has he/she been in this field?
  • What percentage of his/her practice is devoted to elder law?
  • Is there a fee for the first consultation and if so, how much is it?
  • Given the nature of your problem, what information should you bring with you to the initial consultation?”

A good way to choose an attorney is by referral from friends, family, clergy or other associations. Before you meet for your initial consultation, prepare the items you want discussed and taken care of. Bring pertinent documents and questions. Be sure you get clear answers and that you understand what your attorney is proposing.

Two-way communication is the best way your attorney can understand your needs and concerns. Does the attorney listen to what you say, appear to really care about your concerns or return your phone calls? If not find another attorney. Most Elder law Attorneys sincerely want to help make you or your parent’s elder years a well planned for, peaceful experience for all involved.

There are a number of ways attorneys charge for their services. They may charge a flat hourly rate. Or they may charge hourly for some services and add on additional expense for out-of-pocket costs such as paperwork, stamps, phone calls, etc. Or they may charge a single fee for a mutually agreed-upon course of action or plan. Some attorneys who specialize in appeals for veteran’s benefits or Social Security may work on a contingency basis. It is important to understand how you will be billed so there will be no surprises in the end.

mm About Leonard L. Shober

Leonard L. Shober has focused a quarter century on representing clients in their estates and tax matters. He began his legal career in an estate planning practice. However, his interest in taxes and estate planning led him to pursue a Master of Laws (LLM) from Temple which he completed in 1994. Len continued his estate and tax practice which ultimately led to a focus on the needs of the elderly and disabled. At Shober & Rock, Len focuses on elder law, tax and estate planning and estate and trust administration.

Leave a Reply