The son of two elderly parents in a nursing home came to me after nearly three years of attempting to get Medicaid benefits for his parents, who were living in poverty. Each time he was denied by the Department of Aging and Disability Services. However, he never received counseling on how to overcome the small issue that had prevented their approval. The son had been paying the nursing home privately for his parents' care. The frustration and financial burden had taken their toll on the son's health, his career and his family. Within 90 days of hiring The Firm, we had secured Nursing Home Medicaid benefits for both of his parents. Plus, we were able to use allowable transfers to save the family home from the Medicaid Estate Recovery Program.
The loving siblings of an adult man suffering severe Intellectual and Developmental Delays couldn't agree on who was best suited to care for him. Over a two-year journey, The Firm was able to enlist the support of the Probate Court guardianship investigators, social workers, and family therapists to help the family find healing in a very difficult situation. The Firm was instrumental in helping reach a settlement agreement that allows all siblings to participate in their beloved brother's care. He is now thriving, and his entire family is enjoying renewed communication.
Transfers of Wealth
A business owner wants to transition out of actively working and transfer his interests to the next generation. The Firm, working in conjunction with financial planners and CPAs was able to create a plan that allowed a smooth transition of ownership, reduced debt, and avoided unnecessary taxation.
Nursing Home Advocacy
The Firm was hired to prevent the wrongful discharge of a patient from a Nursing Home. Through the use of the administrative and regulatory procedures, The Firm identified the underlying issues that aggravated the discharge, worked with the Nursing Home and the family, and prevented the discharge.
A decorated World War II veteran had been trying for two years to get placement at the local Veteran's Nursing Home. Each time he was denied, and his family was paying more than $5,000 per month to a private facility. The Firm was hired to get placement at the facility. Upon review of the record of communication and medical charts, The Firm identified problems within the process and procedure, as well as some erroneous medical chart entries, which had caused the Veterans' Nursing Home to deny him. The Firm was able to remove the errors from the record, negotiated with the Veteran's Nursing Home, and finally accomplished placement. The client is now thriving there, and because of his service record, his stay at the facility is covered 100-percent by the VA's Aid and Attendance benefit.
When the couple came to us, they had just married and merged their children from prior marriages. They wanted to know how to make sure the wealth each brought to the marriage would be kept separate for their respective children upon the death of both spouses. The newlyweds wanted to provide for each other, but they wanted to be sure that each of their wealth was transferred to their respective children, and not to any future spouses.
Many people are unaware of the problems in cases in which people die without a will. Texas is a "laughing heir" statute, which means probate attorneys are forced by law to search for blood relatives, no matter how distantly related. In one case, a gentleman died in 1978 leaving six heirs. The estate was never probated, and one of the heirs died, leaving five other heirs from different marriages who then took their father's place as heirs. Many had not spoken with each other in decades. The Firm successfully located all heirs and worked with them on an agreed settlement.
When the couple came to us, they had just married and merged their children from prior marriages. They wanted to know how to make sure the wealth each brought to the marriage would be kept separate for their respective children upon the death of both spouses. If you give everything to each other upon death, what if one spouse remarries and gives the money meant for your children to a new spouse? The Firm was able to come up with an estate plan that was fair to all the children, which gives their parents comfort and security.