For more than 30 years, Jack Stephens — a peer-respected estate planning lawyer and founder of our San Diego law firm — has been a dedicated advocate for the elderly. California has strict statutes against elder abuse, both financial and physical. Proactive steps still must be taken to protect not only elder abuse victims' assets, but also their safety.
Del Mar/Carmel Valley Medi-Cal Planning Attorney
At Stephens Law Group, we protect the assets of those vulnerable to elder abuse through:
- Medi-Cal planning: For your loved ones suffering dementia, we help with irrevocable trusts, asset preservation, spousal security and income, and protection of residents. We also take steps to protect family homes through a Medicaid Intentionally Defective Grantor Trust (MIDGT), an irrevocable trust.
- Disability and incapacity planning: The objective is to enhance comfort during a period of disability with tools such as special-needs trusts, durable powers of attorney and advance health care directives.
When financial elder abuse has already occurred, Jack Stephens meets with families to discuss the alleged theft and conduct thorough reviews of bank statements and other financial documents. Some legal matters involve reporting to the police so elder law abuse charges can be filed.
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At Stephens Law Group, we offer a free initial consultation for new clients. Our office hours are 9 a.m. to 5 p.m. Monday through Thursday and 9 a.m. to 1 p.m. Friday. For the convenience of our clients, we also travel to their homes or nursing facilities.
For more information, please fill out our intake form or contact San Diego elder law attorney Jack Stephens at 858-792-0909.