Our Services
Midlothian Estate & Elder Law is dedicated to providing individuals and families with candid expertise in elder law, estate and trust planning, long-term care planning, and special needs planning.
We recognize that the decisions impacting you and your family demand not only legal acumen but also a compassionate ear. Our seasoned attorneys take the time to fully understand your unique situation, ensuring that you feel heard and supported throughout the process.
Medicaid and Long-Term Care Planning
Disability can strike without warning, and determining how to pay for the costs of long-term care can be daunting. Regardless of your circumstances, you are likely to have more — and better — options, the earlier you start planning.
- Long-Term Care Planning
- Disability insurance and long-term care insurance
- Medicaid Eligibility
- Social Security retirement benefits
- Geriatric Care Management
- Care management issues
- Preparing care agreements
- Nursing home admission and discharge issues
- Medicaid eligibility and appeals
Guardianships and Conservatorships
We regularly represent clients in guardianship and conservatorship proceedings, both as the petitioning party and defending the interests of the alleged incapacitated individual.
Guardianships:
- Petitioning for guardianship
- Representing clients in guardianship hearings
- Advising on the responsibilities and duties of a guardian
- Assisting with the selection of a suitable guardian
- Handling disputes and challenges to guardianship appointments
Conservatorships:
- Filing for conservatorship
- Providing legal representation during conservatorship proceedings
- Offering advice on financial management and decision-making for incapacitated adults
- Assisting with the preparation of an inventory of the incapacitated person’s assets
- Managing conflicts and disputes related to conservatorship
Involuntary Civil Commitments:
- Initiating involuntary civil commitment proceedings
- Representing clients in court hearings for civil commitments
- Advising on mental health laws and regulations
- Handling legal aspects of psychiatric evaluations
- Advocating for the rights and interests of the incapacitated adult
Wills and Estate Planning
Our attorneys and staff take the time to understand our client’s specific plans and goals before recommending and drafting any documents. Midlothian Estate & Elder Law’s comprehensive estate planning services include writing or amending:
Wills:
- Drafting and updating wills to reflect the client’s wishes
- Ensuring the will complies with legal requirements
- Providing guidance on naming executors, beneficiaries, and guardians for minor children
- Incorporating specific bequests and conditions into the will
- Advising on potential tax implications related to the estate
Trusts:
- Creating various types of trusts, such as revocable living trusts or irrevocable trusts
- Assisting with the funding of trusts by transferring assets
- Providing advice on selecting suitable trustees and beneficiaries
- Implementing strategies to minimize estate taxes
- Administering trusts during the client’s lifetime or after their passing
Estate and Trust Administration
With extensive experience in administering probate estates, wills, and trusts – without unnecessary court involvement, we can assist you with:
- Administration of probate and non-probate estates
- Beneficiaries’ rights
- Surviving spouse’s rights
- Service as executor, trustee, administrator, or power of attorney
- Family agreements on interpretation of wills and trusts
Special Needs Planning
Midlothian Estate & Elder Law has the experience to provide the guidance and solutions you need, when you need them. Our special needs planning expertise includes:
- Establishing and administering special needs trusts approved by Medicaid.
- Estate planning that will provide for comprehensive benefits and services for special needs beneficiaries.
- Personal injury settlement consulting.
- Guidance on benefits available to special needs adults
