We don’t want to think about bad things that can happen to us. But they’re a part of life — so LA Elder Law wants to bring you some peace of mind during those tough times. Even if you live a perfect, full, healthy life, it’s nicer to leave your family with fond memories than the bother of legal procedures when they want to be honoring your life and remembering you.

Joe Girard, ElderLaw attorney

Hello, I’m Joe Girard.

I’m a native of Los Angeles, California — and I know the value of working for a better life. Of learning, earning, of security, and of planning for the future.

There’s isn’t a year since I was 13 that I haven’t worked.

First, I helped support my family by working in a hospital kitchen near our Boyle Heights home. Later I was a blue collar laborer at Farmer John’s hog slaughter factory.

While attending Law School at night and working to support my wife and children, I worked for the US Department of Veterans Affairs as a Rating Board Examiner. I was the Legal Member — along with a Medical Doctor and a Lay Person — of a three-person Board of Review ruling on claims for Special Pension Aid and Attendance claims, and service-connected disabilities.

I’ve been a lawyer here in Los Angeles California, since 1971. Working in litigation for various law firms, I always enjoyed helping my clients but… faced with the issues of my own aging parents in 1985, I found my true passion.

When faced with the need and desire to best help my aging parents, I wished we’d had a plan in place. We weren’t prepared. Having to do all the paperwork and court stuff, trying to recall what our parents said throughout their lives, trying to blindly carry out their unwritten or unvoiced wishes. There was so much we’d never talked about.

Navigating the confusing systems and hearing the common advice that wasn’t always actually good for the elderly, I realized the great social and legal needs that existed. I knew I needed to help others in the same situation.

If you’re reading this, you know enough to be looking into planning for the inevitable and uncertain future — or you’ve been told you should but you’re not quite sold on making a plan.

Dealing with lawyers or finding a lawyer isn’t fun. In fact, it can feel scary. Dealing with issues of growing older and becoming incapacitated is about as much fun, so I work to make this all as easy as possible for my clients.

I hope this website will help you to know us and learn the issues of concern. Next, I hope you’ll take us up on our invitation to meet us.

When you come to us as a prospective client, Walter and I will talk with you about your family and your hopes. This is an important conversation and we will encourage you to be candid.

Ask yourself these questions to see if Walter and I are a good fit for you:

  • When you ask us a question, are we addressing it to your understanding?
  • Do you trust our communication and knowledge enough to create a plan that will run as smoothly as possible under the most difficult situations?

After meeting with you and evaluating your situation, we will advise you whether we can help you and if it is appropriate for us to represent you. If so, we will give you a cost quote for either a fixed fee estate plan that includes a description of the work to be performed, an hourly rate if the scope of your requirements cannot be ascertained from the situation you describe, or a contingency arrangement if it is appropriate for your case.

So, with that, I invite you to learn here, and to call our office to set up a free initial consultation/visit.

 

Two of our favorite Elder Law accomplishments

We mean it when we say we love helping our clients.
For example, our Business manager Ann’s favorite story:
A client could only remember her inheritance was “on an island somewhere,” but we searched until we found it. Despite her deafness and confusion, we got the funds released for her benefit. All six figure’s worth!
+ + +
We don’t love resorting to litigation but sometimes it is the only way:
Our deceased client’s son, Trustee of the Family Trust, was taken advantage of by an unscrupulous contractor and transferred the family home to him. We stopped the contractor’s sale to a 3rd party, returning the house to the Trust. Additionally, the jury found the contractor’s conduct so reprehensible that it awarded the Trust punitive damages of over $20 million. One of the Trust’s beneficiaries is disabled with Special Needs, so we feel extra good about restoring the family home to this family. Read about this important court win and our recent win of the appeal.

Whether you’re already a senior, are just starting your adult life, or are anywhere in the middle, we can help you plan for whatever may come your way in your future. If you or someone you love and wish to protect resides in California…

People of all ages need Elder Law

If you don’t have a plan in place:

  • What will happen to your home and possessions if you don’t have a plan — in writing?
  • What will happen to you when you’re faced with a medical need or when you can’t live alone any longer if you don’t have a plan — in writing?
  • What will happen to your dependent children if you don’t have a plan — in writing?

These are some of the issues that Elder Law addresses for Californians.

Something everyone needs! Protect your wishes!

Accidents are a part of life. Story after story reminds us that it crucial we be prepared. Remember Terri Schiavo’s 15 year struggle? We can lose our capacity this afternoon. There’s that kind of urgency to do this.

If you don’t commit your medical and quality of life wishes in a legally acceptable document, the friend or family member who knows your true wishes may not be able to help you. This is one of the most important things you can do for yourself and your loved ones.

We hope incapacity never happens to you but if it does, preparation puts you in charge of your own life and estate. We encourage you to read through our Incapacity Planning pages and contact us to get your wishes into the required legal documents.

We’re talking about life. We’re talking about death. Once you get through that, planning about money becomes easy. This is getting your values right, in the right order.  ~ Joe Girard, on the radio, 2012

Estate Planning & Medi-Cal Planning

Whether you’re already wealthy, are working on increasing your wealth, or are just getting by, you want to be sure your home, retirement fund and other investments are protected. Our planning enables you to preserve your assets.

Our planning can also include financial and asset management. Walt, my business associate and fellow counselor, and I have helped clients grow and manage their funds helping enable them to become great contributors to whatever they care most about. For example, a Los Angeles couple who are clients recently bequeathed an Endowed Scholarship at USC. We love being able to help that happen.

B&J-Looking-at-photos_watermark-embedBut I didn’t become a lawyer to help only the wealthy. If you’re a homeowner, you need to plan your estate. 

Estate planning can be as simple as making sure your home stays in your family, or that your grandchildren receive the money you’ve saved for their college education or their first home.

In California, Medi-Cal planning is an integral part of planning your estate. Medi-Cal planning has been one of LA Elder Law’s primary focuses for many years. Without such planning, you can be well taken care of, but after you’re gone, the state can take everything you thought you’d leave your surviving loved one(s). Please don’t let this take your heirs by surprise.

Chances are, if you have an attorney for other aspects of your life, he or she will advise you to turn to another attorney who specializes in this area because it’s so critical and specific. I’d be happy to work with you on this area of your life, fully respecting your relationship with your primary lawyer.

 

What do California residents need to prepare for? What papers should a Californian have? What decisions do you need to make? How do you declare these things and make sure they’ll hold up after you can’t speak for yourself? These are some of the things we can help with.

A unique offer: A cost-effective Maintenance Plan to keep your Estate Plan up to date

Once you’ve set up your estate plan to define, ensure, and protect your wishes, it’s easiest to keep it up to date by having a regularly scheduled review. Our maintenance plan costs far less than hiring an attorney every few years to do a review. And the cost of not having an up-to-date plan can be far more!

Learn more on our Estate Planning Maintenance Plan page.