Law Office of Steven M Berger, LLC
lauren.png

Blog

News & Updates

FAQ Friday: Appointments
 

Friday, May 22nd, Attorney, Paula Mattson-Sarli talks about different types of appointments in our office.

We have two different options for elder law appointments. One is where we are looking at advanced planning so that you can look at qualifying for Medicaid in the future. There are rules and a 5 year lookback.

For the other option, it’s an elder law crisis meeting. This is a little more involved as there is a lot of educating on the what ifs. We talk about spend-down and other ways to preserve assets.

These can be highly individualized meetings as circumstances vary so much between clients.

 

Submit your question

Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.

 
Arianna Walker