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The duties of taking care of a loved one as they age can often expand past the realm of health and wellness and into the field of legal care. At ElderTree, we're here to help you navigate the wide spectrum of legal matters that profoundly impact elderly clients. Whether you seek guidance in financial and estate planning and guardianship, or navigating the complexities of Social Security and Medicare/Medicaid, our resource page provides valuable information and resources to empower you in making informed decisions for your loved one's well-being and your peace of mind.

Current Topic Kate Caldwell Current Topic Kate Caldwell

Pandemic Impact: More Seniors Considering Assisted Living at Home

As America continues to navigate the COVID-19 crisis, it is well documented that seniors and individuals with chronic medical conditions have been disproportionately affected. Though they make up only 15% of the older adult population, individuals who live in assisted living and long term care communities account for approximately 43% of the COVID deaths.

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Current Topic Kate Caldwell Current Topic Kate Caldwell

The Enigma of Continuing Care Retirement Communities (CCRC)

As experts in the field of elder law, you most certainly have had a client who lives in a CCRC or is considering moving to one.

These types of communities have been around for over 100 years and continue to confound families, lawyers, and elder care experts alike. To be clear, while the model itself has a core set of “must-haves” to be considered a CCRC, each community differs significantly from its competitors on a few key factors all of which can be distilled down to one word: CONTRACT.

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Case Study Kate Caldwell Case Study Kate Caldwell

Mild Cognitive Impairment and legal decision-making

Everyone over the age of 18 should have legal documents in place for estate and health care planning. This has been a truism for years, but the need for health care planning is more acute than ever with our aging population. Unfortunately Care Managers often encounter difficulty in helping clients with cognitive impairments when that client has done their advanced planning.

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Case Study Kate Caldwell Case Study Kate Caldwell

GAL and Care Manager Collaboration

Creating a care plan prior to the resolution of a guardianship proceeding is imperative to bring the case to closure.  The responsibility for doing so falls to the guardian ad litem who is charged with interpreting the client’s medical, psychosocial and financial needs, and making recommendations to the court. This is a daunting task which is made easier by the inclusion of a neutral third-party advocate for the older adult: a care manager.

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