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Elder Law Services

Comprehensive Elder Law Services: From Medicaid Planning to Estate Protection

Different times call for different measures. As the population ages and people live longer, the legal field of elder law has expanded to include a multitude of legal services in addition to traditional estate planning. We are committed to our service of older adults, especially those most vulnerable. We often work in establishing guardianship and conservatorship as needed, as well as advising agents serving under power of attorney for their loved ones. We work with families in transitioning care and support of their loved ones. For many clients, we are tasked with designing plans and strategies that protect their income and assets in the event they need to access Medicaid or veteran benefits. We work with families to address the challenges of caring for loved ones – helping them find the right resources and in some circumstances assisting them with managing the resources.

Our attorneys can advise and guide you in navigating this difficult time and help you in making decisions that address financial needs and long-term care depending upon your unique situation.

In addition, our Hilton Head law firm can advocate on your behalf. We proudly represent individuals in a wide range of South Carolina elder law issues and use each attorney’s experience and creativity to your advantage.

Our core team of legal professionals has been providing trusted counsel to clients for more than 30 years. At our Beaufort County law firm, a collaborative approach means we work together to create innovative solutions that help give you peace of mind.

Our attorneys are committed to addressing your elder law concerns, by making the planning as easy as possible. Because each family and situation is unique, we take the time to listen and to focus on solutions that resolve your issues. We believe in the power of planning and looking at the big picture.

Medicaid Planning

Not all elder care attorneys are Medicaid specialists. We are. We can assist you in structuring financial resources and preparing documentation to help ensure acceptance into Medicaid. We can also help with the complicated process of complete re-structuring of your financial assets. We want to make sure you know the proper use of Medicaid spend-down rules to avoid paying more for long­ term care than is required. It is complicated. We can help.

Long-Term Care Planning

Timely planning with an experienced attorney can help maximize your quality of life. Long term care is focused on individualized and coordinated services that promote independence and meet patients’ needs over a period of time. We will meet with you to plan for these needs, both medical and non-medical, maximizing your opportunities to shelter income and assets for loved ones.

Veterans Benefits

New government regulations make it more difficult for veterans to qualify for long-term care benefits. Veterans you are not alone. We can help. We will work with you throughout the qualification process to qualify for financial and other forms of assistance for you and your dependents. We are honored to serve veterans and their families.

Disability & Special Needs

Elder Law encompasses several areas of the law that affect individuals with disabilities and special needs. Our experienced attorneys will work with you to develop a custom-tailored strategy addressing the needs of your unique situation. We can help you with a Special Needs Trust and make sure you understand your rights and protections under the law.

Trust Administration

Trust administration refers to the management of trust property and documents for the benefit of the beneficiaries. There are many steps required to safeguard effective administration of a trust. We are experienced and can help you.

Beneficiary Representation

A beneficiary representative or trustee has a fiduciary responsibility to make decisions for an estate or trust based on the best interest of the beneficiaries. Unfortunately, this does not always happen as it should. Many people are surprised to realize how long it can take, especially if an estate must go through probate court. We will help you identify assets, determine their value, pay off debt and taxes, and distribute assets.

Guardianship & Conservatorship

This legal proceeding involves the appointment of a guardian, or conservator in some states, for an adult who can no longer make or communicate safe or sound decisions about his or her person and/or assets.

Power of Attorney

Our firm has extensive experience in the process of preparing a will, financial power of attorney, health care power of attorney/living will or trust document to protect and provide for your family in the event of unforeseen illness, accident, injury, or death. You want to be prepared for someone to act on your behalf should the need arise. Let us help you. Call (843) 341-9260, We are here for you.

Jill R. Kroamer
Alisa L. McCray
Cathy West Olivetti