CSEAUNIT8458 Taking care of Business Plan

Taking Care of Business Plan

Once again, CSEA has created a valuable Legal Services plan, adding to its already impressive array of coverages under the Legal Services Program. The Taking Care of Business Plan (formerly known as the Elder Law Plan) has been created to provide you and your family access to expert attorneys, who specialize in the complex area of elder law, estate planning, trusts, and advanced directives (health care proxy, power of attorney, etc.), at low, affordable rates.

Events such as illness or disability requiring long-term care can happen to you, your spouse, your child or your parent at anytime. You have worked hard to have your own home, put away money for retirement and save for your children. All of this could be threatened in an instant by some unexpected illness, accident or disability.

The Taking Care of Business Plan entitles CSEA members to legal consultations, guidance, document preparation and, where needed, representation pertaining to estate planning and Medicaid eligibility.

What Can the Plan Do for Me and My Family?
Why Should I Take Advantage of the Plan?
How Much Will it Cost?
How Do I Find An Attorney?

What Can the Plan Do for Me and My Family?

The CSEA Plan attorneys will:

Meet with you to review your present situation and make recommendations as to what you should do immediately.
Prepare necessary legal documents such as a Will, Power of Attorney, Health Care Proxy, Family Trust, Living Trust.
Counsel you with respect to estate tax planning strategies, IRA and pension fund planning, guardianships, long-term care insurance options, asset protection in the face of catastrophic illness.
Represent you in the Medicare/Medicaid application process, probate and estate administration.

Why Should I Take Advantage of the Plan?

Available services include:

Low cost wills, powers of attorney, health care proxies tailored to protect family assets and homesteads
Reduced fee trust agreements, deeds, Medicaid eligibility services
Non-crisis related consultations and pre-crisis planning
On-going annual trust services
Information and publications
Educational seminars

How Much Will it Cost?

All Plan attorneys have agreed to discount their regular fees by 20% for CSEA members and their families. Please note that fees vary depending on the geographic area of the participating attorney. Remember, without the benefit of the CSEA Plan discount, these services would cost you much more. Plan attorneys will provide you with quality services and expertise consistent with the other plans in the CSEA Legal Services Program.

How Do I Find An Attorney?

Choose an attorney from the following list based upon the CSEA Region in
which you live or work:

CAPITAL REGION 4
Len Koldin
Koldin Law Center, P.C.
421 New Karner Road, Suite 12
Albany, NY 12205
Toll free: 1 (800) 654-1165
Website: www.koldin.com

For more information, please call the Legal Services Program at CSEA Headquarters at 1-800-342-4146, 8:30 AM to 5 PM, weekdays.
Important: Follow the prompts for the Legal Services Program. Listen to the directions for accessing the non-injury legal services plans, which include the Taking Care of Business Plan, to locate a Plan attorney nearest you.

It’s never too late or too early to consult with a Plan attorney. 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.