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Elder law considerations, including Medicaid planning

In a recent media article, an estate planning attorney relates some poignant details about his family history, noting his mother's advancing dementia in later years and her final days in a nursing home.

That experience, coupled with the financial stresses he saw his father go through to defray the costs of a mere four months in the home, left a lasting impression on Arthur Bergeron.

Bergeron is now a practicing elder law attorney in Massachusetts who flatly proclaims, "I'm proud of what I do."

Bergeron describes what he does in an eminently straightforward way.

“I help my clients qualify for the benefits they deserve,” he says.

Bergeron’s discussion of the financial stresses many elderly people face in their later years is both informative and widely relevant to millions of people, and we pass along some of his observations to our Texas and other readers.

At the top of the list are the nearly universal concerns shared by many elderly people, which collectively make sound and timely estate planning of great importance. Those include structuring assets to address advanced-life residential realities, such as nursing homes. They encompass concerns surrounding legacies for future generations, health-care decisions and estate distribution generally.

Bergeron notes that Medicare, while helpful in many ways, is far from the financial panacea many aging people believe it to be. In the nursing home context, the Medicaid program is far more relevant, and it contains a number of timing aspects and complexities relating to eligibility that require timely strategies and voluminous documentation.

Every experienced and client-empathetic elder law attorney is, like Bergeron, proud to assist persons with long-term planning needs.

As Bergeron notes, elderly persons who have worked hard to establish eligibility for state and federal benefits have every right to receive them.

Source: Worcester Telegram, "Elder law attorney and proud," Arthur Bergeron, Fe. 14, 2014

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