Elder Law Planning

The term "Elder Law" refers to the people an attorney serves rather than the type of work handled. The legal issues facing the elderly are often challenging and interrelated. It is important for an attorney to be familiar with the many laws and regulations affecting seniors in areas such as Medicaid, Medicare, Real Estate, Social Security, Disabilities, Nursing Homes, Probate, Insurance, Health Care, Housing, Elder Abuse, Trusts,  Assets Preservation Transfers, and Taxes. Solutions to problems in one area can often create problems in other areas.


An Elder Law Attorney is aware of the real life problems, health and otherwise, that people experience as they age. They collaborate with social workers, psychologists, geriatric care managers, and other elder care professionals who may be of assistance to their clients.


Attorneys who work with the elderly bring more to their practice than an expertise in the law. They have an understanding of the elderly that allows them to ignore the myths related to aging. At the same time, they recognize and empathize with some of the true physical and mental difficulties that often accompany the aging process.


As our population has grown older, the legal issues that affect our population have become more complex. Elder Law involves tax planning, traditional estate planning and a myriad of health care related issues. Since the laws and regulations continue to change, we are committed to assisting their clients and the legal community in understanding these laws and providing creative, cost-effective legal services.


Our experience  enables us to advise and provide for the needs of our elderly and disabled clients. We work closely with the client, the client's family, social workers, psychologists, geriatric care managers and other providers to meet the needs of each individual. Our understanding of the aging process and the problems affecting the elderly enables us to serve our clients on an individualized basis. 


An elder lawyer can assist clients with the following:

  • Preservation/transfer of assets seeking to avoid spousal impoverishment when a spouse enters a nursing home
  • Medicaid claims and appeals of benefit denials
  • Disability planning for the elderly as well as the disabled
  • Social Security and disability claims & appeals
  • Estate and Income Tax Planning
  • Estate Planning, including planning for the management of one’s estate during life and its disposition upon death through the use of trusts, wills and other planning documents
  • Administration and management of trusts and estates
  • Long term care placements in nursing home and life care communities
  • Supplemental and long term health insurance issues
  • Conservatorships and guardianships
  • Retirement, including public and private retirement benefits, survivor benefits and pension benefits




Do you have questions or do you want to make an appointment in this area?

Call us at 908.253.0404 or use our contact form.

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