ELDERLAWANSWERS - Key Persons
Job Titles:
- Member of the Following Organizations: Executive Committee
- Principal and Managing Partner of Czepiga Daly Pope & Perri
Brendan F. Daly is a Principal and Managing Partner of Czepiga Daly Pope & Perri where he practices in the areas of elder law, estate and disability planning and estate administration. Brendan has received the designation of Certified Elder Law Attorney (CELA), a certification awarded by the National Elder Law Foundation, the only organization approved by the American Bar Association to offer certification in Elder Law (but not recognized by the Rules Committee of the Connecticut Superior Court), as a result of his experience, education, and testing by the Foundation. This certification in Elder Law provides a measure of assurance to the public that the attorney has an in-depth working knowledge of the legal issues that impact the elderly. Brendan is also an Accredited Veteran Affairs Claims Attorney and has been selected as a top attorney by SuperLawyers, a designation awarded to the top 5% of attorneys.
Brendan is a frequent speaker on the topics of elder law and estate planning for professional organizations including National Business Institute; Connecticut Society of Certified Public Accountants; Connecticut and Massachusetts Chapters of the National Academy of Elder Law Attorneys; Association of Long Term Care Financial Managers; and American College of Health Care Administrators. He is also an adult education instructor, teaching courses on estate and Medicaid planning in many towns throughout Hartford County. He also conducts seminars at area senior centers, nursing homes, civic groups and charitable groups regarding long-term care issues and estate planning.
Brendan is a member of the following organizations: Executive Committee member of the Elder Law section of the Connecticut Bar Association; Estates and Probate section member of the Connecticut Bar Association; member of the National Academy of Elder Law Attorneys; President and Board member of the Connecticut Chapter of the National Academy of Elder Law Attorneys; Corporator of Hartford Hospital.
Brendan has written numerous articles regarding estate planning, Medicaid and long term care, which have appeared in professional journals and newspapers. He was recently accredited as a Veteran Affairs Claims Attorney. Brendan lives in Simsbury, Connecticut, with his wife Kristen and their two children.
Job Titles:
- Member of the American Bar Association
Chad R. Oldham, J.D., LLM, CTFA is a native of Jonesboro, Arkansas. Mr. Oldham received both his Bachelor of Science, M.B.A. and J.D. degrees from the University of Arkansas, Fayetteville. He holds a Masters of Laws in Estate Planning (LLM) from the University of Missouri, Kansas City.
Mr. Oldham's areas of practice are estate planning, elder law, probate and trust administration, estate and trust taxation, charitable and not-for-profit planning, business succession, wealth preservation planning, and special needs planning. He has experience in analysis and recommendations on complex estate plans. He prepares estate planning documents, from Wills and Trusts containing complicated tax and distribution provisions, to Family Limited Partnerships, Irrevocable Life Insurance Trusts, Irrevocable Gift Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Charitable Remainder Trusts, and many other sophisticated estate planning devices.
Mr. Oldham is a member of the American Bar Association, the Arkansas Bar Association, the Craighead County Bar Association, the National Academy of Elder Law Attorneys, and the Special Needs Alliance.
Job Titles:
- Elder Law of Arizona 2020 S McClintock Dr Suite 107 Tempe, AZ
For the past several years, Charlotte C. Johnson has practiced elder law, long term care planning (ALTCS/VA), special needs planning, and estate planning exclusively. She enjoys helping her clients find legal solutions for the common issues that face the aging and special needs... (read more)
For the past several years, Charlotte C. Johnson has practiced elder law, long term care planning (ALTCS/VA), special needs planning, and estate planning exclusively. She enjoys helping her clients find legal solutions for the common issues that face the aging and special needs populations. Ms. Johnson was raised in the Midwest. After leaving a career in secondary education, Ms. Johnson received her juris doctorate degree from Brigham Young University in 2006.
Ms. Johnson's professional memberships include the National Academy of Elder Law Attorneys (NAELA), the Arizona chapter of NAELA, Probate and Trust Section of the State Bar of Arizona, and the Elder Law, Mental Health, and Special Needs Planning Section of the State Bar of Arizona. Ms. Johnson is currently on the Board for the Arizona Chapter of NAELA, the Education Committee of the Southwest Autism Research Resource Center (SARRC), and Executive Committee for the Elder Law, Mental Health, and Special Needs Planning Section of the State Bar of Arizona.
Education:
Brigham Young University B.S. 2001, J.D. 2006
Collier Moore is originally from White Hall, Arkansas. He graduated Magna Cum Laude from Ouachita Baptist University in 2002 with a degree in Accounting. In 2005, he completed his J.D., Cum Laude, from the University of Arkansas School of Law - Fayetteville. In 2006, he obtained his LL.M. in Tax from the University of...
Job Titles:
- Estate and Elder Law Planning Center, Drake Law Firm, PA 313 Highway 201 North Suite 5 Mountain Home, AR 72653 / Fayetteville / Jonesboro
Estate & Elder Law Planning Center and Drake Law Firm, P.A. - Exclusive Home of CLIENT CARE Personal Service - is located in Mountain Home, Arkansas. Care Beyond Compare From the moment that you enter our door - you'll notice the difference. Our entire practice is dedicated to caring for you...
Elise Lampert Elise Lampert, Attorney at Law 9595 Wilshire Blvd. Suite 900 Beverly Hills, CA 90212
Elise Louise Lampert established her law practice in 1994. The main focus of Ms. Lampert's practice is Estate Planning and Probate. She received her Bachelor's degree from UCLA and her Juris Doctorate from the University of La Verne. She is a member of the State Bar of California and licensed to practice before all of...
Emily B. Kile is a graduate of the Northeastern School of Law in Boston, Massachusetts. She graduated Magna Cum Laude and Phi Beta Kappa from the University of Colorado, Boulder and holds a Masters Degree in Psychology from Boston College. She is a member of the National Academy of Elder Law Attorneys (NEALA), past President of the Arizona Chapter (2008), and a member of the Academy of Special Needs Planners and the Special Needs Alliance. She is licensed to practice law in Arizona. She has been licensed to practice law since 1993. Emily serves on the Arizona Fiduciary Board . The Fiduciary Board oversees the discipline of fiduciaries licensed in the State of Arizona and approves requests for licensure. She practices in the area of: estate planning, guardianship, conservatorship, ALTCS planning, probate and trust administration and special needs planning.
Emily's niece, Marisa, has Down Syndrome; allowing Emily some insight into issues faced by people with special needs and their families.
Ivette M. Santaella has considerable experience in estate planning, elder law, Special Needs, trust administration, conservatorships and nursing home abuse. She has been trained and is adding Collaborative Law for Estate Planning to her practice. She is knowledgeable in long term care and Medi-Cal planning. She has dra...
Jason Files has been practicing law in Arkansas since 1995. His clients have included everyone from individuals with traffic tickets to Fortune 500 companies litigating in Federal court. He nowconcentrates his practice on estate planning. After decades spent trying to help people navigate the various problems life thro...
Attorney Joel Weissler has practiced for over 20 years and is a California State Bar Board of Legal Specialization Certified Tax Law Specialist. After earning his three year law degree in only two years and being admitted to the California Bar, Attorney Weissler earned an LLM in Taxation, Cum Laude from the University...
Joseph (Joe) McHugh is a highly experienced Elder Law attorney that has earned an excellent reputation for representing clients in the areas of Edler Law (Medi-CAL Planning), Asset Protection, Estate Planning, Wills & Trusts, Conservatorships, Trust and Probate Administration. He is the founder and principal of the...
Daniel Fong has been practicing law since 1994 and he is licensed in both California and Hawaii. He graduated with distinction at the University of Hawaii at Manoa. Following graduation, he worked at the State Legislature of Hawaii as a legislative assistant, responsible for analysis of legislation and acting as a liaison between the Asian-Pacific community and the State Legislature. Seeing that many Asian immigrants were marginalized in the community due to language and cultural barriers, Mr. Fong entered William S. Richardson School of Law at the University of Hawaii with a view to serving the immigrant community. When he was a law student, he was selected as an intern to Hawaii's Department of Attorney General because of his outstanding academic performance.
Mr. Fong's interest in elder law and estate planning stems from his personal background. When he was a legislative intern at the State Legislature of Hawaii, he performed research on various issues affecting elderly such as long-term care. After he became a law student, he participated in the Law School's Elder Law Clinic where he helped elderly people prepare simple wills, advanced health care directives, powers of attorney, etc. His experience made him determined to be an advocate for the elderly. Elder law is a specialized field that requires specialized training. Mr. Fong received specialized training in elder law from the National Academy of Elder Law Attorneys (NAELA) of which he is a member. In addition, Mr. Fong is active in the Elder Law section of Beverly Hills Bar Association and the Trust and Estate section of the Los Angeles County Bar Association. Mr. Fong is fluent in Mandarin and Cantonese. Mr. Fong's practice consists of the following areas: Medi-Cal Qualification Planning; Medi-Cal Crisis Planning; Asset Protection, Incapacity Planning, Wills and Trusts, and Conservatorship.
Mr. Fong is active in the community. At present, he serves a legal advisor for several community organizations including the Chinese Benevolent Consolidate Association. He also holds a monthly workshop to educate the general public in understanding how to protect their family security from predators.
Fong Law Group is a premiere law firm in Southern California. We have been serving Southern California for more than a decade. We are a boutique law firm focusing on meeting clients' needs. Over the years we have successfully handled numerous cases, winning plaudits from our clients, as can be seen in our clients' testimonials. Our principal, Mr. Daniel Fong, has been practicing law since 1994. He currently serves as a legal advisor for the Chinese Consolidated benevolent Association. Mr. Fong also worked at the Hong Kong office of Baker and McKenzie, one of the largest international law firms of the world. Our practice areas include elder law and estate planning, asset protection, conservator ship, and immigration law,
Elder law and estate planning is a niche of the Fong Law Group. Elder law is a highly specialized and sophisticated field. Our principal, Mr. Fong, is a member of the National Academy of Elder Law Attorney (NAELA). The importance of elder law is underscored by the fact about one in every eight Americans is age 65 and over. As our population ages, more and more people need to apply for long-term care. The cost of a nursing home ranges from $8,000 to $ 10,000 a month. Because of the high cost, most Californians have to rely on Medi-Cal to pay for their long-term care. Medi-Cal, however, is not open to everyone. It is a means-tested program that scrutinizes the financial status of the applicant. The Fong Law Group assists elderly in qualifying for Medi-Cal while preserving their assets. We can devise an asset protection plan to protect your assets from the government, lawsuits, and other predators. This may involve the transfer or re-titling of assets and gifting. We can even set up a Medi-Cal Asset Protection Trust or a special needs trust that can provide for the supplemental needs and comfort of your loved one. Our elder law and estate planning practice also includes revocable living trusts, wills, durable powers of attorney, health care proxies, and conservatorship.
Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would have cost the trust hundreds of thousands of dollars. Mr. Sowards works to find creative solutions to allow all interested parties to benefit from his experience.
Mr. Sowards started his legal career as an associate with San Diego's oldest and largest law firm, Luce Forward LLP. Later, he joined the international law firm of Morrison & Foerster LLP where he focused on business law and complex corporate transactions. Mr. Sowards' experience dealing with California's Fortune 500 clients taught him how to address critical legal challenges in the most cost-effective manner.
Mr. Sowards attended San Jose State University where he was a President's Scholar - Top 1% of entire student body. He attended law school at the University of California at Davis where he graduated at the top of his class and was a member of the U.C. Davis Law Review and served as articles editor for the U.C. Davis Business Law Journal. Before graduating from U.C. Davis, Mr. Sowards worked for the Yolo County District Attorney's Office, the Santa Clara County Public Defender's Office and the Santa Clara County Superior Court. He also clerked for the California Resources Agency under Governor Gray Davis in Sacramento.