What we do

Lifespan Legal is a full service law firm for our clients. If a legal matter facing our client requires the assistance of a specialist outside our primary area of Elder Law and Estate Planning, we will find and monitor the necessary specialist to handle their need. We pride ourselves on our network of relationships with lawyers in many specialties related to the needs of our clients.

 

To keep up to date on all the laws and procedures that affect our clients, we maintain memberships in the following groups:

  • National Academy of Elder Law Attorneys
  • Pennsylvania Bar Association Elder Law Section
  • Delaware County Bar Association Elder Law Section
  • Delaware County Attorney/CPA Forum
  • Associate Membership – Pennsylvania Institute of CPA’s

Our Elder Law and Estate Planning practice helps with:

  • Health and Personal Care Planning:
    • Advice and preparation of advance medical directives (medical powers of attorney, living wills, and health care declarations).
    • Counseling to seniors, attorneys-in-fact, and families about medical and life-sustaining choices, and related personal life choices.
  • Public Benefits Advice
    • Planning for, and assisting in obtaining Medicare, Medicaid, Social Security, Supplemental Security Income, Veterans benefits and food stamps.
  • Advice on Insurance Matters
    • Analyzing and explaining available insurance types, such as health, life, long-term care, home care, COBRA, medigap, long-term disability, dread disease, and burial/funeral policies.
  • Housing Counseling
    • Reviewing financial options, such as: mortgage alternatives, renovation loan programs, life care contracts, and home equity conversion.
  • Employment and Retirement Advice
    • Initiating pensions, retiree health benefits, unemployment benefits, and other benefits.
  • Tax Planning
    • Income, Estate, and Gift Tax Advice. Reviewing existing tax plans for additional savings and security.
  • Age Discrimination
    • Redress of age and/or disability discrimination in employment and housing.
  • Fiduciary Representation
    • Seeking the appointment of, giving advice to, representing, or serving as executor, personal representative, attorney-in-fact, trustee, guardian, conservator, representative payee or other formal or informal fiduciary.
  • Legal Capacity Counseling
    • Advising how capacity is determined, and the level of capacity required for various legal activities, and representing those who are or may be the subject of guardianship/conservatorship proceedings or other protective arrangements.
  • Resident Rights Advocacy
    • Advising those cared for in their homes, patients and residents of hospitals, nursing facilities, continuing care retirement communities, assisted living facilities, and adult care facilities of their rights and appropriate remedies in matters such as admission, transfer and discharge policies, quality of care, and related issues.
  • Litigation and Administrative Advocacy in connection with any of the above matters
    • Will contests, contested capacity issues, elder abuse (including financial or consumer fraud), fiduciary administration, public benefits, nursing home torts and discrimination.