top of page
Contributors

Russell Gainer, LCSW
Co-Founder - GainWel
Expertise
-
Mental Health
-
Dealing with Grief
-
Family Dynamics
-
Caregiver Burnout

Marie Hoffman, RN, BSN
Lead Instructor
-
Nursing Skills
-
Personal Care
-
Education and Training
-
Caregiver Skills Training
Expertise

Tim Montfort
Financial Adviser - Raymond James
Expertise
-
Retirement Planning
-
Wealth management
-
Estate Issues
-
Longevity Planning
Leanne Chaloupka, OT
Occupational Therapist

Expertise
-
Home Health/ Hospice
-
Rehabilitation
-
Aging in place
-
Adaptive Care

Laura McGuire
Co-Owner - Griswold Home Care
Expertise
-
Introducing Home Care
-
Aging in Place
-
Resistance to Care

Carol Bertsch
Elder Law Attorney
Expertise
-
Advance Directives
-
Power of Attorney
-
Medicaid considerations
-
Estate Planning
Expertise
Care Manager
Byron Cortes, LCSW, CMC

-
Care Management
-
Needs Assessment
-
Crisis Intervention
-
Placement Management
-
Family Caregiver
-
Estate Planning
-
Advance Directives
Expertise
Family Caregiver, Elder Law Paralegal
Toni O'brien

Disclaimer:
The medical, legal and financial information contained on this web site is provided for educational and informational purposes only and is not a substitute for professional advice.
We love to help, that is why we are here! But... Questions related to specific legal, financial or medical issues can only be be answered in general terms. If more detail is needed you can contact the professional directly for a consultation or meeting.
Read the full disclaimer HERE
bottom of page
Using the right specialist makes a huge difference in planning. As a Social Worker, I have experienced people with poorly crafted documents (incomplete or lacking in specific items) which would have been addressed had they seen the right person. It is definitely worth the extra effort to meet the right professional.
That's a good question. According to the National Academy of Elder Law Attorneys, "Elder law and special needs planning includes ... planning for incapacity and long-term care, Medicaid and Medicare coverage (including coverage of nursing home and home care), health and long-term care insurance, and health care decision-making. It also includes drafting of special needs and other trusts, the selection of long-term care providers, home care and nursing home problem solving, retiree health and income benefits, retirement housing, and fiduciary services or representation." Anyone facing those issues should seek an elder law attorney. However, an elder law attorney can also help an aging person without those immediate issues, because she can point out potential pitfalls in the future.