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Taking
Care Of Business Plan
Providing long-term care, life and estate
planning for you and your family
CSEA legal service program plan
Why was the plan created?
You and your family have worked a long time to
own your home, put away retirement money, and
provide for children and aging parents.
Protection of life savings, the family
residence, and your children's inheritance can
be threatened. Events such as illness or
disability requiring long-term care can happen
to you, your spouse, your child or other parents
at any time.
As a CSEA member you are entitled to legal
consultation, guidance, document preparation
and, where needed, representation pertaining to
estate planning and Medicaid eligibility.
Events and circumstances and each person's life
set the stage for decisions that had to be
made. Knowledge of available options to assist
in making the decision is critical.
This is where the experience and knowledge of
attorneys who specialize in elder law, estate
planning and Medicare/Medicaid eligibility
becomes intolerable.
What can the plan do for me and my family?
The CSEA plan attorneys well:
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Me with you to review your present situation
and make recommendations as to what you should
do immediately. |
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Prepare necessary legal documents such as
Will, power-of-attorney, health care proxy,
family trust, living trust. |
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Counsel you with respect to estate tax
planning strategies, IRA and pension funding
planning, guardianships, long-term care
insurance options, asset protection in face of
catastrophic illness. |
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Represent you in the Medicare/Medicaid
application process, probate estate
administration. |
Why should take advantage of this plan?
Whether you are over 50 or not, life's events
can threaten your savings, your home, your plans
for the future at any time and without warning.
As a CSEA member you can have access to quality
legal advice and services at discounted fees.
It is in your best interest to consider using
this plan now before something happens if you
did not plan for.
Available services include:
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Low-cost wills, powers of attorney,
health-care proxies tailored to protect family
assets and homesteads |
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reduced fee trust agreements, deeds, Medicaid
eligibility services |
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crisis related consultations |
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non-crisis related consultations and
pre-crisis planning |
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on-going annual trust services |
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information and publications |
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educational seminars |
How Much Will It Cost?
All plan attorneys have agreed to discount their
regular fees by 20% for CSEA members and family. Fees
vary depending on the geographic area of the
participating attorney. Without the benefit of the
CSEA plan discount, these services will cost you much
more.
Plan attorneys will provide you with quality service
and its expertise consistent with the other plan and
the CSEA legal service program.
While I find that attorney?
Call the CSEA toll-free number: 1-800-342-4146 and
follow the prompts for the legal services program.
Listen to the directions for accessing the CSEA legal
services program to locate a plan of attorney nearest
you
It's never too late or too early to consult with a
plan attorney who can help you and your family plan
for the future. Even if a family member is already in
a nursing home, there are special law provisions that
might enable you to protect assets that would
otherwise be spent for that care.
Also, information is available on CSEA's website at
www.csealocal1000.org
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