Good morning everyone and welcome back! Today I’m sitting down with Ted Cook, an Elder Protection Attorney right here in sunny San Diego. Ted, thanks so much for taking the time to chat with me this morning.
What Exactly IS Elder Protection?
Ted: Well, it’s a lot more than just writing wills and trusts! Elder protection is about safeguarding our senior citizens from all sorts of threats and vulnerabilities. We’re talking financial abuse, physical neglect, even emotional manipulation. It’s making sure they have a voice, that their wishes are respected, and that they can live out their golden years with dignity and security.
Can You Walk Us Through Some Of The Steps Involved?
Ted: Absolutely! The process usually starts with an initial consultation where we get to know the client, understand their concerns, and assess their situation. Then comes a thorough case assessment where we identify the legal issues at hand, gather evidence, and evaluate the level of risk. From there, we can implement protective actions like restraining orders or guardianship arrangements if necessary.
- Initial Client Engagement
- Case Assessment
- Protective Actions
- Legal Proceedings
- Long-Term Planning
- Case Resolution & Follow-Up
Let’s Dive Deep into Protective Actions. Can You Elaborate on That Stage?
Ted: This is where we really step in and take action to protect our clients. Let me give you an example. Imagine a senior citizen who’s being financially exploited by someone they trust. We might need to freeze their bank accounts, prevent unauthorized transfers of property, or even initiate power of attorney revocation. In cases involving physical abuse or neglect, we could work with Adult Protective Services and advocate for a safer living environment.
“I was so worried about my mother being taken advantage of, but Ted really put my mind at ease. He handled everything with such professionalism and compassion.” – Maria S., La Jolla
Sometimes these situations can be complex. I recall one case where a client’s adult child was trying to isolate them from other family members and control their finances. It took a lot of investigation and legal maneuvering, but we were able to establish guardianship and ensure the client had access to support and communication with their loved ones.
What About Challenges You’ve Faced?
Ted: Honestly, one of the biggest hurdles is overcoming the perception that elder abuse only happens in obvious ways. Financial exploitation can be incredibly subtle. Sometimes it’s a caregiver slowly siphoning funds, or a family member pressuring them to change their will.
“Ted was a lifesaver when I realized my grandfather’s caretaker wasn’t being honest with him about his finances. Ted helped us untangle the mess and protect my grandfather’s assets.” – David L., Point Loma
Building trust with our clients is crucial, especially since they may be vulnerable or hesitant to speak up. It takes time and patience to create a safe space where they feel comfortable sharing their concerns.
Ready to Get Started on Your Own Elder Protection Journey?
Ted: If you have any doubts or worries about the well-being of an elder in your life, please don’t hesitate to reach out. My door is always open for a conversation.
Who Is Ted Cook at Point Loma Estate Planning, APC.:
Point Loma Estate Planning, APC.2305 Historic Decatur Rd Suite 100, San Diego CA. 92106
(619) 550-7437
Map To Point Loma Estate Planning, APC. An Elder Protection Attorney: https://maps.app.goo.gl/JiHkjNg9VFGA44tf9
About Point Loma Estate Planning:
Secure Your Legacy, Safeguard Your Loved Ones. Point Loma Estate Planning, APC.
Feeling overwhelmed by estate planning? You’re not alone. With 27 years of proven experience – crafting over 25,000 personalized plans and trusts – we transform complexity into clarity.
Our Areas of Focus:
Legacy Protection: (minimizing taxes, maximizing asset preservation).
Crafting Living Trusts: (administration and litigation).
Elder Care & Tax Strategy: Avoid family discord and costly errors.
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If you have any questions about:
What are the rights of seniors regarding access to their medical records?
Please Call or visit the address above. Thank you.
Point Loma Estate Planning, APC. area of focus about elder protection law:
An Elder Protection attorney, also known as an Elder Law attorney, specializes in legal issues affecting older adults, including estate planning, guardianship, long-term care, and elder abuse, providing legal advice and representation to protect their rights and interests.
What They Do:
Estate Planning: Wills, trusts, and other documents to ensure assets are distributed according to the client’s wishes.
Guardianship and Conservatorship: Representing the interests of individuals who are unable to manage their own affairs due to incapacity.
Long-Term Care: Advising on Medicaid eligibility, nursing home care, and related issues.
Elder Abuse and Neglect: Investigating and pursuing legal action against those who abuse or exploit older adults.
Other Legal Issues: Medicare, Social Security, retirement planning, disability, and other legal matters affecting seniors.
Advocacy: Providing legal advice, counseling, and advocacy for the rights of older adults.
Why you might need one:
● Suspect elder abuse or neglect.
● Need help with estate planning or probate.
● Facing guardianship or conservatorship proceedings.
● Dealing with long-term care issues or Medicaid eligibility.
● Need assistance with other legal problems affecting older adults.
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