Acknowledging aging is difficult, but it is necessary to plan ahead to protect yourself in your old age. At Temmerman, Cilley & Kohlmann, LLP, we provide full-service estate planning for elderly clients, from basic estate and incapacity planning to planning and administering complex estates and protecting estates from financial abuse. When possible, we advise younger clients to plan for aging to protect themselves and their estates, and we help older clients establish new estate plans or modify existing plans to suit their changing needs.
Our elder law attorneys provide estate planning services for clients in Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.
The San Jose and Danville elder law lawyers at Temmerman, Cilley & Kohlmann, LLP assist clients in preparing for aging, incapacity, and skilled and long-term nursing care through early Medi-Cal eligibility planning, share-of-cost reduction planning, and estate recovery planning. As leaders in the field of estate planning, our attorneys help clients with asset protection and wealth preservation, including protection of beneficiaries’ interests in the estate, while preserving Medi-Cal qualification through the use of trusts, spending down, immediate annuities, and other estate planning instruments.
Incapacity Planning and Conservatorships
Our San Jose elder law attorneys provide incapacity planning using powers of attorney for financial matters and advance health care directives to avoid conservatorships should you become incapacitated in your old age. In some cases an elderly person may already be incapacitated, in which case a conservatorship is necessary. We assist family members and interested parties in establishing conservatorships for the protection of the conservatee and their estate. Our attorneys also monitor conservatorships and represent conservatees, conservators, and other interested persons when the conservatorship is contested. Our San Jose and Danville elder law attorney also represents conservatees by court appointment as private counsel in complex conservatorship cases.
Financial Elder Abuse
Financial elder abuse is defined as the illegal or improper use of an elderly person’s funds, property, assets, or estate, including the improper use of conservatorships, powers of attorney, trusts, or other fiduciary relationships. Our San Jose and Danville elder law lawyers assist in the protection of elders from financial abuse by monitoring estates and representing elderly clients in actions against fiduciaries and others whose wrongful or illegal actions devalue an estate or result in a wrongfully acquired interest. We also provide beneficiary representation, including pursuing financial elder abuse actions on behalf of beneficiaries whose interests are detrimentally affected by the wrongfully acquired interest of another party.
High-quality elder law attorneys serving San Jose and Danville
The San Jose and Danville elder law attorneys of Temmerman, Cilley & Kohlmann, LLP have substantial experience protecting the elderly and their intended beneficiaries. If you have an elder law issue, our San Jose and Danville estate planning lawyers are available to consult with you at our offices — located at 2502 Stevens Creek Boulevard, San Jose, CA 95128 and 140 Town and Country Drive, Suite A, Danville, CA 94526 — or at any other convenient location. Call our San Jose office at 408-998-9500, our Danville office at 408-998-9500 or contact Temmerman, Cilley & Kohlmann, LLP online.
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