Courtney Elder Law Associates, a planning group of Frascogna Courtney, PLLC, provides a wide range of legal services to meet the financial and health-related needs of clients and their families as they plan for and enter the retirement years. We help:
➢ Boomers develop estate plans for retirement and family financial security;
➢ Parents of disabled children with special needs trusts and letters of instruction;
➢ Spouses and adult children care for older persons with dementia
➢ Obtain resources for housing, financial assistance and health-care for persons with disabilities
➢ Seniors qualify for good nursing home care, including Medicaid planning and applications
Our practice and approach to client matters is distinguished by our:
➢ Breadth of Knowledge. We are experienced in all the areas included in “elder law”: estate planning (wills and trusts), incapacity planning (powers of attorney, conservatorships), health-care planning, public benefits (Medicaid, Medicare, Social Security, VA benefits), insurance matters (long-term care, Medigap), litigation and advocacy, retirement planning (IRAs, Social Security options), housing and tax issues.
➢ Holistic Focus. We consider the family dynamics, personal goals and objectives, and financial needs and resources of each client in developing the best options and plans to solve their problems.
➢ Multidisciplinary Approach. The firm employs a certified Care Manager to assist clients by: identifying financial and caregiver resources; maintaining regular communications with clients in our special needs planning and Life Care Planning programs; and conducting in-home and in-facility assessments for clients with care needs. We work closely with the client’s accountant, financial advisor and other professionals to ensure the plan is carried out effectively.
In recognition of our expert service to clients, our firm has been named among the Best Law Firms in America® in the field of elder law. Richard Courtney has an adult child with a disability. Since the early 1980s, he has done estate planning for all families, with emphasis on special needs planning for the support and independence of persons with disabilities. In the 1990s he became active in the National Academy of Elder Law Attorneys, having served on the Board of Directors, the Council of Advanced Practitioners and numerous committees of the Academy.
All of our continuing education and participation in elder law and special needs law activities have been for one purpose – to equip us to provide competent, caring, effective advice and planning solutions for your lifetime health and wealth.