Helping clients navigate the complexities of aging and disability

Our elder law practice offers a full suite of legal services to individuals and families dealing with the challenges of aging and disability. We understand the unique legal, financial, and emotional issues that can arise, and aim to provide our clients with security and peace of mind.

  • Long-Term Care and Medicaid planning: We offer expertise to understand and navigate long-term care options, such as assisted living and nursing home care. We also develop strategies to qualify for government benefits like Medicaid to cover care costs and protect assets.
  • Healthcare and Governmental Benefits: We are well equipped to obtain (and appeal, as necessary), Medicaid, Medicare, Social Security (including Social Security Disability Income (SSDI)), and other governmental benefits.
  • Asset Protection: We implement strategies that protect assets from the high costs of long-term care and other age-related expenses (such as, special needs trusts and ABLE accounts).
  • Elder Abuse and Financial Exploitation: We are prepared to assist clients in elder abuse cases to protect seniors' rights and well-being.
  • Guardianship and Conservatorship: We provide guidance and representation where a guardian or conservator is needed to manage the personal or financial affairs of an incapacitated individual.

Why Wheeler Upham?
Wheeler Upham takes a holistic approach to address each client's unique needs. We favor a ‘single team’ for our clients, both internally across our practice specialties, and externally with financial planners, accountants, care managers, social workers, or other necessary professionals. We help our clients protect what matters most to them – their loved ones and their legacies.

For more information, please contact one of our experienced elder law attorneys: James M. Shafer