408-883-3244
Silicon Valley Elder Law, P.C.
Coupling Experience With Personalized Attention To Help You Meet Your Life Planning Goals. Contact Us And An Attorney Will Call You Back.

Representing Elder Clients And Their Families During Stressful Times

Elderly clients and their children often worry about whether they will run out of money. The elderly often want to stay in their homes for as long as possible, both for comfort and to manage their expenses. The children, on the other hand, are usually concerned about how they are going to manage their parents' lives and expenses (if it comes to that) while also taking care of their family and working toward their own financial goals.

At Silicon Valley Elder Law, P.C., we understand that this can be a confusing time filled with transition and difficult choices. Elder law lawyer Naomi S. Comfort has 20 years experience in estate law guidance, often focusing on the needs of clients who have retired or are close to it. She listens carefully to your goals and then provides intelligent or creative solutions for achieving them. Moreover, sometimes circumstances change. Our ongoing commitment to service means she can address new concerns and provide disability solutions that will meet your changing needs.

Fully Integrated Care Planning

In terms of advance health care directives, powers of attorney and other agency declarations, it is always best to handle these well in advanced with a fully integrated estate plan. However, circumstances can change quickly when elderly family members unexpectedly become injured or incapacitated from a fall or medical incident. Without adequate preparations, these changes can leave families reeling emotionally and financially. We create a plan of care that will help our clients become better prepared:

  • Update your estate plan: We can analyze your current financial health and every aspect of your wills and trusts as well as other estate plan tools and provide suggestions if improvements are necessary.
  • Access provisions for the costs of care: Using health insurance, creative ways of accessing equity and public resources, we can help you find the best approach for end-of-life care.
  • Finding available community resources: It is often essential for you to obtain assistance through Meals on Wheels, discounted transportation resources, churches, children and other family members who are willing to help out. We can also help you and loved ones understand how these decisions will impact your estate plan.

Disability Law Representation

We handle many cases that involve unexpected disability situations. The children with elderly parents must often face and manage serious illnesses like Alzheimer's, dementia, Parkinson's disease, multiple sclerosis or Lou Gehrig's disease. Care by family under these circumstances becomes challenging and often unrealistic, particularly when both parents are infirm. We work with the family to put together a care plan for the elderly parent. Often this involves:

  • Conservatorship of the estate: This involves declaring that the elderly person is unable to handle the financial management of the estate alone, and declaring an agent to handle these matters.
  • Special needs trust: This is a trust that sets aside assets to provide for the costs associated with the beneficiary's special medical care requirements or living expenses without effecting current benefits.

Contact Us To Hear More About Our Elder Law Strategies

We are well versed in the sophisticated transfers, trusts and contracts that can help protect your family's assets and preserve as much of your assets as possible.

Call our office in San Jose at 408-883-3244 or fill out our intake form to schedule a consultation.

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