Referral from an Attorney*

Situation: The attorney received a call from the son of an elderly client called and asked about drafting a Power of Attorney.

When the attorney inquired about the circumstances surrounding this request, the son explained his family’s need to access his father’s finances to pay for care in a nursing home. Recognizing that this family could benefit from more than a standard legal document, the Attorney contacted SRC.

SRC Solution: We talked about wokring together to help:

• protect the home under the current Medicaid laws,
• extend the available liquid assets to maximize care dollars, and
• advise on care options and/or appropriate alternative living environments.

Furthermore, we assured both the attorney and their long-standing client that SRC would work on the family’s behalf regarding Estate and Medicaid Planning needs without affecting their professional relationship regarding other legal issues.