CURRENT OFFERINGS

• Probate, Conservatorship, Trusts, and Estate Management: Serves as a trustee, conservator of person and estate, managing the personal and financial affairs of individuals who are unable to do so themselves. This includes making decisions related to healthcare, finances, and legal matters.

• Trustee for Special Needs Trusts: Takes on the role of trustee for Special Needs Trusts, which are established to provide for the long-term care and support of individuals with disabilities. Manages the trust assets and ensures that the beneficiary's needs are met while preserving eligibility for government benefits.

• Expert Witness Testimony: Provides expert witness testimony in legal proceedings, particularly in cases related to geriatric care management and elder abuse. Offers professional insights and opinions based on their knowledge and experience in the field.

• Placement Assistance: Assists families in finding appropriate care and living arrangements for elderly individuals, taking into consideration their specific needs and preferences. Provides guidance and support throughout the process of evaluating options and making informed decisions.

• Caregiver Support: Provides support and resources for caregivers, recognizing the challenges they face and offering guidance on self-care, stress management, and navigating the caregiving journey.

• Advocacy: Engages in advocacy efforts related to elder rights and protection, collaborating with organizations and participating in speaking engagements to raise awareness and promote positive change in the field of geriatric care.

CARE MANAGEMENT

• Geriatric Care Management: Provides comprehensive care management services to fiduciaries, families, and attorneys, assisting with the coordination and oversight of care for elderly individuals. This includes assessing needs, developing care plans, monitoring services, and advocating for the well-being of their clients.

• Elder Coaching: is a service offered by this individual that focuses on providing guidance, support, and empowerment to elderly individuals. This service can be delivered in person or through virtual sessions via Zoom or other similar platforms. Here's a description of the "Elder Coaching" service:

• Goal Setting and Life Planning: Assists elderly individuals in identifying their personal goals, aspirations, and priorities. Collaboratively develops a comprehensive life plan that encompasses various aspects such as health and wellness, social engagement, personal interests, and life transitions. Helps individuals create a roadmap to achieve their desired outcomes.
• Empowerment and Self-Advocacy: Encourages elderly individuals to take an active role in their own lives and become advocates for their needs and preferences. Provides tools and strategies to enhance self-confidence, decision-making skills, and effective communication. Empowers individuals to express their desires, voice concerns, and make informed choices about their care and lifestyle.
• Lifestyle and Well-being Enhancement: Supports elderly individuals in maintaining or improving their overall well-being. Offers guidance on healthy lifestyle practices, including nutrition, exercise, sleep, and stress management. Assists in exploring meaningful activities, hobbies, and social connections to foster a sense of purpose and fulfillment.
• Transition Support: Provides guidance and support during major life transitions, such as retirement, downsizing, relocation, or adjusting to changes in health or living arrangements. Assists in navigating the emotional, logistical, and practical aspects of these transitions. Offers strategies to cope with the associated challenges and embrace new opportunities.
• Emotional Support and Motivation: Provides a compassionate and non-judgmental space for elderly individuals to express their emotions, concerns, or fears. Offers empathetic listening, validation, and encouragement. Helps individuals build resilience, maintain a positive outlook, and find motivation to achieve their goals.
• Virtual Sessions: Conducts coaching sessions remotely via video conferencing platforms like Zoom. This allows for convenient access to services from the comfort of home, eliminating geographical barriers and accommodating individual preferences or limitations.

• Speaking Engagements: Participates as a speaker or panel member in various events and workshops, sharing expertise and addressing topics such as caregiver support, financial elder abuse, and care options for seniors.