Working with seniors today requires knowledge of many legal areas, including public benefits law, laws relating to surrogate decision-making for legal, health, and financial affairs, and a plethora of ever-changing state and federal rules and regulations.  Only an elder law attorney can provide this comprehensive expertise.

 

Connelly Law Offices’ legal and fiduciary teams are experienced in solving complicated elder law issues and negotiating personal matters involving emotional, familial, and ethical issues associated with senior care.  We understand the issues that providers are dealing with and our expertise goes beyond the traditional legal arsenal to incorporate negotiation and interpersonal skills not generally associated with other areas of law.

 

We work as a part of your team, which may include non-legal specialists such as doctors, caregivers, social workers, and facility administrators.  Through this collaboration, we develop a comprehensive and integrated financial and legal services plan.  We understand the role each professional serves to assist residents/clients with their long-term needs competently.

 

Addressing elder law issues at the beginning of the service episode can avoid costly, time-consuming and unnecessary problems in the long term. 

 

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A will is an essential estate planning document. If your client/resident dies without a will, their assets may be administered by the courts and distributed contrary to their wishes. Our team can craft a Will tailored to the unique needs of your client/resident.

 

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Probate is the legal process of proving a deceased person's will is valid. If probate becomes necessary, our team can help with probate administration and the common needs required in the probate process through the final distribution of your client/resident’s assets.  Call our Rhode Island Probate Attorney today.

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The Power of Attorney is the most critical estate planning document for your resident/client.  A POA is a legal document that appoints an agent to handle your client/resident’s legal, medical, and financial affairs while they are alive. The agent can also be appointed to act when they are alive and have lost the mental capacity to make decisions. Our team will ensure your client/resident’s legal, medical, and financial matters are addressed with their best interests in mind.

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A guardianship is a legal proceeding in which a guardian is appointed to exercise the legal rights of an incapacitated person. If you think the creation of a guardianship may be in the best interest of your client/resident, our team can provide you with the services you need.  Call our Rhode Island Guardianship Attorney today.

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Advance Care Directives deal with your client/resident’s health, accommodation, and personal welfare. It sets out their wishes as to what is to happen if they are in the final stages of a terminal illness, in a coma or a vegetative state, and unable to make difficult but vital decisions. Our team can help guide your client/resident through this process.

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Medicaid planning is a part of long-term care planning. Without sound legal advice, people in this situation can make poor decisions that consume their life savings and lead to significant financial hardship.   We review each case and recommend the solutions that are right for your client while obtaining the needed nursing home care.  Call our Rhode Island Medicaid Attorney today.

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For those with special needs or who are incapacitated, we can assist in signing up for Medicare and Social Security benefits, including exploring supplemental plans for Part D benefits.  If a person is eligible to enroll but cannot do so for medical reasons, there could be a gap in coverage and a penalty assessed.  We can assist with the process, including becoming a rep payee.

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A trust is an arrangement in which a trustee holds and manages money or other assets for the benefit of another. Trusts may be created to accomplish broad or specific goals.  Our team can develop an effective strategy that meets the purposes of your client/resident.  Call our Rhode Island Trust Attorney today.

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Connelly Law can provide fiduciary services to your residents/clients.  This includes Daily Money Management Services for seniors who struggle to handle their financial responsibilities.  Seniors can get help with the following:

 

• Paying bills

• Making deposits

• Maintaining financial records

• Communicating with creditors

• Guarding against identity theft

• Creating and maintaining a budget

• Representative Payee services

• Tax preparation

• Real estate and property downsizing

 

Request our Wealth Management brochure for a comprehensive overview of our fiduciary services.

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Connelly Law Offices provides a full range of residential and commercial real estate services.  For more than 20 years, our staff has handled real estate concerns related to a simple purchase or more complicated wealth management planning.  Our experienced real estate professionals can assist in downsizing estates and transferring and liquidating assets through sales and auctions.  We also help in more general liquidations of property.  Call our Rhode Island Real Estate Attorney today.