Anne R Moses

/Home/Elder Attorneys: Birmingham AL

Elder Care / Medicaid Planning

We work with clients, their caregivers, financial planners, bankers, accountants and life insurance representatives in the following areas:
* Formulate the most favorable plan for care of the elderly including considering assets and income sources available to the client and the client’s spouse, including pension plans, IRA’s, 401-k’s and other deferred compensation arrangements as well as social security, veteran benefits and other government entitlements
* Review current and contemplated living arrangements
* Analyze with client the individuals, financial and care-giving institutions available to assist the client when management of funds or living assistance is needed
* Consider and implement legal options available if no planning has been done, including guardianships, conservatorships, availability of government benefits; and appointing surrogates for medical decision making
* Consider the use of revocable living trusts (trusts that can be changed), irrevocable living trusts (trusts that cannot be changed), powers of attorney, advance directives for health care; and planning for management and distribution of assets during or after a client’s death to care for a surviving spouse, children or grandchildren, but not lose government entitlements
* Assist corporate and individual fiduciaries in management and administration of trusts created for an elderly beneficiary
* Develop and implement plans for qualification of individuals for government benefits including asset protection for client and spouse, consideration of Medicaid, VA and other benefits to which the client may be entitled
* Advise caregiver in management of individual and services to be provided.
* Plan for special needs and distribution of estates - addressed separately under those practice areas

Moses & Moses PC
300 Cahaba Park Circle #100
Birmingham AL 35242
Tel: 205 967-0901
Fax: 205 967-0942
E-mail: anne@mosespc.com

Certified Elder Law Attorney - National Elder Law Foundation

Accredited Estate Planner - National Association of Estate Planners & Councils

Alabama Attorneys at Law

You can expect personal service and creative, cost-effective, and strategic solutions from us for your business, for individuals, including seniors and their families and for litigation needs.

We have certified specialists in Estate and Elder Planning, Probate and Elder Law and special training and experience in Federal and State tax laws. Our experience in advising and representing a broad range of businesses coupled with commercial litigation ranging from contract and general business disputes to tortious conduct allows us to provide quality service to our business clients and key employees, and to resolve or pursue our clients' objectives efficiently and effectively.