Elder Law Referrals

by Ira M. Leff, Esq.

May 5, 2010

My good friend and colleague, John Spears, recently asked me, when is it appropriate to make an Elder Law referral?

As an Elder Law Attorney, I help families who are confronting the need for long-term care but who do not have either adequate insurance or ample resources and income to afford that care. I help them select appropriate facilities, negotiate agreements with these facilities, advocate on their behalf with regard to their rights at these facilities and position their assets to facilitate the qualification for Medicaid and Veteran's assistance.

I help them prepare V.A. and Medicaid application forms and I walk them through the process all the way to approval. Should it become necessary to appeal an agency decision, I also represent them at hearings before the Office of State Administrative Hearings. Once they are receiving the benefits they applied for, I counsel them with regard to subsequent transactions which might adversely affect their benefits, like selling their home or receiving an inheritance, and how to structure these transactions so as to minimize the negative consequences. I help them report changes to the agencies and I help them prepare and file annual reports and returns.

While I am no longer a practicing tax attorney, I do have an undergraduate degree in accounting and a Master of Laws in Taxation, so I am able to identify tax issues and help clients determine whether they need to consult their tax advisor before completing certain transactions.

I prepare Powers of Attorney, Advance Health Care Directives, Qualified Income Trusts, and Last Wills and Testaments whenever necessary for my clients. After my clients lives come to an end, I help the family through the Medicaid Estate Recovery process until it has been completed.

I hope this information is helpful to you in making appropriate referrals.

Please click on any of the categories below to read more related Elder Law Minutes.

If you would like to join my mailing list, please click here.

Elder Law Minute is written and distributed by Ira M. Leff and Associates. The information contained therein may not be altered, appropriated, duplicated or transmitted without the express permission of Ira M. Leff. Information contained in this website is general in nature and not intended as legal advice. Visiting this website does not create an attorney-client relationship. Legal advice should be obtained before any action is taken based upon information in this website. Sending an inquiry to our firm does not constitute engagement of our services nor does it establish an attorney-client relationship.

Copyright © 2008–2013 Ira M. Leff, Attorney at Law. All rights reserved.
1722 Pinetree Circle / Atlanta, Georgia 30329 /
Direct dial: 404.633.1801 / Fax: 404.633.1830

Website design by Click Design . Website Maintenance by NFI Atlanta.
If you have any questions or issues regarding this website please contact webmaster@iraleff.com