Bertsch & Boze Elder Law, PC.

Navigating the legal landscape of aging can be a complex and often emotional journey for many Texans. As our loved ones grow older, ensuring their well-being, financial security, and dignity becomes a paramount concern. This is precisely where a dedicated and compassionate legal partner like Bertsch & Boze Elder Law, PC. in San Antonio, Texas, becomes an invaluable resource. This firm specializes in elder law, a unique and increasingly vital area of legal practice that addresses the specific needs of seniors, individuals with disabilities, and their families.

Bertsch & Boze Elder Law, PC. is more than just a law firm; it's a team of caring professionals committed to providing peace of mind through expert legal guidance. They understand that each family's situation is unique, requiring personalized strategies and a sensitive approach. From ensuring proper estate planning to navigating the intricacies of long-term care, their goal is to empower clients with the knowledge and resources necessary to make informed decisions about their future. They are known for their warm and helpful team, as highlighted by numerous local clients who appreciate their knowledgeable, patient, and caring demeanor.

For anyone in the Texas region grappling with questions about wills, trusts, Medicaid planning, or probate, Bertsch & Boze Elder Law, PC. offers a beacon of clarity and support. Their focus extends beyond mere legal transactions; they aim to build relationships based on trust and respect, ensuring that clients feel fully supported throughout their legal journey. The firm’s dedication to educating the community, as evidenced by their insightful seminars, further demonstrates their commitment to serving the needs of seniors and their families in San Antonio.

Location and Accessibility

Bertsch & Boze Elder Law, PC. is conveniently located at 8703 Broadway, San Antonio, TX 78217, USA. This address places the firm in a well-known and easily accessible part of San Antonio, making it a convenient destination for clients from across the city and surrounding Texas communities. Broadway is a major north-south thoroughfare in San Antonio, which means the office is generally easy to find, whether you are driving from nearby neighborhoods or from further afield in Bexar County.

The firm’s location within a professional building suggests a comfortable and private setting for client consultations. While specific public transport routes directly to the building's doorstep might vary, San Antonio's VIA Metropolitan Transit bus service likely has stops along Broadway, providing options for those who prefer public transportation. For clients who drive, the area typically offers accessible parking, though it's always advisable to confirm parking availability with the office prior to your visit. Furthermore, the firm demonstrates a clear commitment to accessibility, offering home visits for clients who may find it difficult to travel to the office, ensuring that vital legal assistance is available to all who need it, regardless of mobility challenges. This dedication to making their services reachable truly benefits local Texans.

Services Offered

Bertsch & Boze Elder Law, PC. specializes in a critical area of law that addresses the unique needs of seniors, individuals with disabilities, and their families. Their services are designed to provide comprehensive support and peace of mind.

• Long-Term Care Planning: They assist individuals and families in navigating the complexities of securing quality long-term care, exploring options like in-home care, assisted living, and nursing home care, while striving to protect assets and preserve autonomy.
• Estate Planning: This includes the preparation of essential documents such as wills, various types of trusts (including Qualified Income Trusts and Supplemental Needs Trusts), and comprehensive estate plans to ensure an individual's final wishes are executed as envisioned and their family's future is protected.
• Probate Services: During times of loss, the firm provides compassionate support and expert guidance to executors and heirs, simplifying the often-overwhelming probate process and facilitating a smooth transition of assets.
• Qualified Income Trusts (QITs): They specialize in creating QITs, also known as Miller Trusts, which are crucial for helping individuals qualify for Medicaid benefits for long-term care when their income exceeds eligibility limits.
• Supplemental Needs Trusts: These trusts are specifically crafted to safeguard assets for individuals with disabilities, allowing them to maintain eligibility for government benefits while providing for their special needs and enhancing their quality of life.
• Asset Protection for Medicaid Eligibility: The firm advises on strategies to protect assets while helping clients meet the strict financial criteria for Medicaid, a vital program for long-term care costs.
• Guardianship: They offer guidance and representation in guardianship matters, ensuring the well-being and proper management of affairs for those who can no longer make decisions for themselves.

Features / Highlights

Bertsch & Boze Elder Law, PC. stands out in the San Antonio legal community due to several distinctive features and highlights that enhance their service to local Texans:

• Certified Elder Law Attorney (CELA): Carol Bertsch, a key attorney at the firm, holds a Certified Elder Law Attorney (CELA) certification. This distinction requires rigorous testing and a demonstrated focus on elder and disability law, signifying a high level of specialized expertise in this complex field.
• Compassionate and Patient Approach: Client testimonials consistently praise the team for being "warm and helpful," "knowledgeable, patient, and caring," and "easy to talk to." This empathetic approach is crucial when dealing with sensitive family and financial matters.
• Community Education through Seminars: The firm provides "very insightful seminars to senior groups to educate about resources and strategies," showcasing their commitment to empowering the community with valuable information beyond direct legal services.
• Tailored Solutions: They are renowned for their "personalized approach," understanding that every client's situation is unique and requires customized legal solutions rather than a one-size-fits-all strategy.
• Responsive Communication: The firm strives to "respond to most inquiries by the next business day," ensuring clients are not left in the dark and receive timely updates and information.
• Home Visit Option: For clients unable to visit the office, the firm offers home visits, a testament to their dedication to accessibility and client convenience.
• Team Collaboration with Allied Professionals: They work with an "extensive network of social workers, financial planners, and health care professionals" to provide comprehensive solutions that address clients' physical, social, psychological, and financial needs.
• Active Community Involvement: The firm is recognized for its commitment to the community, being "dedicated volunteers and supporters" of organizations such as the San Antonio Legal Services Association (SALSA), OASIS, the Alzheimer's Association, and DisabilitySA.

Promotions or Special Offers

Based on available public information and common practices within the elder law field, Bertsch & Boze Elder Law, PC. offers a significant initial benefit for prospective clients: a consultation. While the term "free consultation" is often used in a general sense, the reviews indicate that the firm is "gracious in giving me a ‘to do’ list and offered valuable information," suggesting that initial interactions are highly informative and supportive without immediate charge for this preliminary guidance. This offer is invaluable for Texans seeking to understand their options regarding elder law matters, such as estate planning, long-term care, or probate, without the pressure of an immediate financial commitment. It allows individuals and families to assess their needs and learn about potential legal strategies in a comfortable, no-obligation setting.

Additionally, the firm demonstrates a commitment to community education through "very insightful seminars to senior groups." While these are not strictly "promotions" in a commercial sense, they act as a fantastic special offer of free, valuable information and resources for the community, demonstrating the firm's dedication to informing and assisting seniors and their families in San Antonio. For the most precise and up-to-date information on any specific initial offers or seminar schedules, it is always recommended to contact Bertsch & Boze Elder Law, PC. directly.

Contact Information

For those in San Antonio, Texas, and the surrounding areas in need of expert and compassionate elder law services, Bertsch & Boze Elder Law, PC. can be reached via the following contact details:

Address: 8703 Broadway, San Antonio, TX 78217, USA

Phone: (210) 372-8011

Mobile Phone: +1 210-372-8011

The provision of both a standard phone number and a mobile phone number offers convenient avenues for communication. Whether you are looking to schedule an initial consultation, inquire about their services, or seek information regarding their educational seminars, their team is readily available to assist. The office hours are typically Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM, with weekends closed, allowing ample time for inquiries during the business week.

Conclusion: Why This Place Is Suitable for Locals

For seniors, individuals with disabilities, and their families across San Antonio and the broader Texas region, Bertsch & Boze Elder Law, PC. is an exceptionally suitable and highly recommended legal resource. Their suitability stems from a unique blend of specialized expertise, compassionate service, and a deep commitment to the community. In an area of law that often deals with sensitive personal and financial matters, the firm’s "warm and helpful team," as repeatedly noted by clients, ensures that every interaction is met with patience, understanding, and dignity. This client-first approach fosters a sense of trust and comfort that is invaluable during challenging times.

The firm’s focus on elder law means they possess intricate knowledge of the specific legal needs facing older adults in Texas, including complex areas like long-term care planning, Medicaid eligibility, and various types of trusts. Carol Bertsch's Certified Elder Law Attorney (CELA) designation provides an extra layer of assurance for local clients seeking highly qualified and specialized counsel. Moreover, their dedication to educating the community through insightful seminars demonstrates a genuine commitment to empowering Texans with the knowledge they need to plan for their futures.

The accessibility of their San Antonio office, combined with the willingness to conduct home visits, ensures that their services are truly within reach for those who may have mobility limitations. For any Texan seeking to secure their family’s future, navigate the complexities of long-term care, or manage an estate, Bertsch & Boze Elder Law, PC. offers not just legal solutions, but also peace of mind and a compassionate partnership. Their profound understanding of local needs and their unwavering dedication to their clients make them an ideal choice for the community.