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Elder Law and Estate Planning Q & A

What Does an Elder Law Attorney Do?

The list is long – everything from managing medical or financial affairs for loved ones who are not able to do it themselves to securing public benefits. We help clients prepare for incapacity with powers of attorney. We assist clients with qualifying for Medicaid by preparing Qualified Income Trusts, sometimes called “Miller Trusts.” We help our clients stay qualified for Medicaid after an inheritance, court judgment, or settlement. We work with you and your family to resolve real estate matters or find the best care possible for a senior who is ill and recovering away from home while we preserve the assets for the spouse at home. We help families prepare for the future for loved ones with disabilities with trust and other methods. We help individuals get their affairs in order and handled in the way they want after their death through wills, trusts and other solutions.

Why Do I Need an Elder Law Attorney?

The legal needs of seniors are complex and constantly changing. When we focused the practice on the needs of elders, we made the commitment to serve that population and their caregivers as our sole area of legal work. The experience we have gained by concentrating on clients who are 50 and over is invaluable. We use that knowledge to anticipate your needs and help you plan accordingly.

How Do I Know What I Really Need for Planning?

We find all that out when we talk with you and, if you wish, your partner and caregivers. Once we talk about your issues and concerns, we will provide the checklists and paperwork you will need to complete to make your planning decisions known and recorded.

Who Needs to Know my Decisions?

The decision of who to tell within your family is completely up to you. We can work together without relatives present or include as many of your significant others as needed. Often our clients come in with their spouse or child or other caregiver to discuss their specific questions. Once we are given direction, we take the next step of preparing the documents you need. We are available for one-on-one conversations whenever you need to talk.

What information do I need to bring for a long-term care consultation?

Below is the financial information to gather so Carol can do a long-term care consultation for you or your loved one.  During your appointment Carol will show you how to get ready for Medicaid and how to spend and/or preserve assets appropriately in the process.


  • Bank account balances (saving and checking). If any accounts were closed within the last 5 years, we need to know what happened to the funds in the account when it was closed.
  • Amounts of any:
    o  Stocks
    o  Bonds
    o  Trusts
    o  Annuities
  • Value of any real estate currently owned or sold within the last 5 years.
  • Royalties from oil, gas, or mineral rights.
  • Kelly Blue Book or NADA value of vehicles.
  • Monthly amounts received from:
    o  Social Security
    o  Pension
    o  Veterans’ benefits
    o  Supplemental Security Income (SSI)
    o  Other government benefits
  • Current value of Life Insurance policies
My father has just been diagnosed with dementia—now what do I do?

It’s important that you take your dad to see an elder law attorney as soon as possible. His legal documents need to be in place to be sure that taking care of his medical and financial matters doesn’t become an issue later on. Also, caring for a loved one with Alzheimer’s or dementia can be costly, so consulting with an elder law attorney to protect their assets and plan for Medicaid is advisable.

Does Carol make house calls?

Yes, Carol is used to working with elderly and disabled clients and makes house calls.

Fees for Services

We do not bill by the hour for most of our services. Instead, we offer a flat fee that covers what we do as part of the service you need. We will detail what that flat fee covers when we meet and listen to your needs. Services that are billed by the hour include guardianship matters and miscellaneous consultations. Please call (210) 892-4555 for information on our flat fee or hourly charges for services. For your convenience, we accept major credit cards.


Elder Law

What is an Out-of-Hospital Do-Not-Resuscitate Order?

If your breathing stops or if your heart stops beating, do you want Emergency Medical Services (EMS) to perform cardiopulmonary resuscitation (CPR)? If so, an Out-of-Hospital Do-Not-Resuscitate Order (OOH DNR) is not for you. If you don’t want EMS to help you, then you need an OOH DNR. An OOH DNR is a medical order written by a doctor, which means your doctor must sign it.


You can download the form here, and take it to your doctor for signature.


“-Love you guys! -Trustworthy, logical and caring!”

RG and LG

Due to our inexperience with such matters, your advice and the help from your staff was greatly appreciated – thank you all.

Mark D.

Great help to me! Concise, knowledgeable, reassuring. Work done in timely manner – relaxed atmosphere and conversation.


Extremely satisfied.

John I.

I really appreciate you taking time to patiently answer all my questions.


Excellent service!

Daniel M.

Very helpful, courteous knowledgeable staff. Carol made completing dreaded tasks easy, thoughtful, and professional.


You all were great help in a confusing time and I really appreciate all your efforts.

Nancy H

We are happy with our dealings with you. Your knowledge and caring were greatly appreciated.

Bernadette Q

Everything was very professional. Thank you.

Mary C

We thought Carol and her staff were extremely professional and did an outstanding job.

Rick H

The one thing that was exceptional with the company was their thoughtfulness and consideration. That was very meaningful to me and my family.

Mario T

Your services were handled timely professionally, & friendly.

Scott D

I was very pleased with the services I received by Carol and her staff. Everyone was quite helpful and went over and beyond to make the process easy. I recommend her to anyone who needs legal assistance.

Lindy C

Each and every one of you are wonderful, attentive, knowledgeable, and helpful.

Ed V

You have been most helpful. I am completely satisfied

Daniel M

It was an absolute pleasure

Nancy M

Everyone was very accommodating and we both felt you gave us excellent attention.

Joe L

Your services were done in a timely manner and you were honest about your fees! It was a delight working with you on my behalf.

Ethel M.

Great service – thank you for your assistance.

Ruben F.

Do you have Elder Law and Estate Planning Questions?

We’re here to make sure your questions are answered
and your best interests are served.

Read TestimonialsMeet the Team
Phone: 210-892-4555
4950 San Pedro Avenue
San Antonio, Texas 78212