Elder E-Letter 2018: 1st Quarter

You’re invited to our Valentine’s Day Appreciation Party


The Law Offices of Carol Bertsch, PC loves its clients, vendors, and friends. Just to show you how much we appreciate you, we’re throwing you a party.

If you plan on attending, please email Jamie to RSVP: jherrmann@assistingseniors.com. We hope to see you there!

Wednesday, February 14th from 2pm to 5pm

The Law Offices of Carol Bertsch, PC
4950 San Pedro Avenue
San Antonio, Texas 78212

Click here for a map.

Save the Date: Annual Educational Summit on Alzheimer’s and Related Dementias


The Elder Law Askit Basket


By, Jody Hudspeth, Paralegal for The Law Offices of Carol Bertsch, PC

One of the many hats I wear as a paralegal is answering phone calls and emails from concerned loved ones and caregivers. This column, “The Elder Law Askit Basket”, features some of the scenarios we hear on a frequent basis. If you have a question you’d like to see answered here, please email me at: jhudspeth@assistingseniors.com.

My father’s health is failing, and his mind is starting to slip. He needs to go a nursing home, but he doesn’t have enough money to pay for one. I think he’d qualify for Medicaid, but I’m afraid Medicaid will take his house. Is there anything you can do to save his house? He’s worked so hard for it—we’d like to keep it in the family if at all possible.

I’m sorry you are dealing with this stressful situation. Having to put your dad in a nursing home is hard enough, and it’s even tougher when you’re worried about paying for it.

Let me explain how Medicaid works: there are certain assets you can have and still qualify. Fortunately, a house is one of those assets. The problem is that when your dad dies, the Medicaid Estate Recovery Program (MERP) will make a claim against his estate to reimburse itself for the amount Medicaid spent on his nursing-home care. This means MERP will make a claim against your father’s estate unless an exemption applies.

If none of the exemptions would apply to your situation, there are ways you can protect the house and other assets from MERP altogether. For example, a Lady Bird Deed might be an option. I suggest you consult an elder law attorney, such as Carol Bertsch, before your father dies. Meeting with an elder law attorney before he’s on Medicaid would be best. However, we may still be able to protect his house even if he’s already on Medicaid. You can email or call our office at (210)892-4555 to further discuss your situation.

Coming Up

Jan 12 Carol presents The Ethics of Long-term Care Placement and Medicaid Numbers Update to social workers.


Jan 15 The Law Offices of Carol Bertsch, PC observes Martin Luther King, Jr.’s birthday.

Jan 16 Carol Bertsch speaks on The Importance of Legal Docs to the Caregiver Teleconnection.

Happy Birthday

Jan 19 The most important day of the year—Carol’s birthday, of course! Happy Birthday, Carol!

Jan 26 & 27 Carol travels to Austin to attend the Texas NAELA Unprogram.

Jan 31 Carol presents Transfer on Death Deeds @ OASIS.

Feb 15 & 16 Carol travels to Austin to attend UT Law CLE: 14th Annual Changes and Trends Affecting Special Needs Trusts

Feb 15 & 16 Izabela, Toni, and Jody attend Docket Call in Probate Court

March 2 Toni and Carol attend the Annual Educational Summit on Alzheimer’s and Related Dementias. This event is open for registration to family, caregivers, students, healthcare professionals, and the general public. Carol and Toni will have a table, so please stop by if you go. Click here to register.

March 2 Jody visits Morgan’s Wonderland.

March 6 Carol presents Do Your Paperwork Now @ OASIS.

March 20 Carol teaches Northside Independent School District Community Education Class: Who Decides? Guardianship & Powers of Attorney.

A Look Back on some of our 2017 Fun

Alz group

The Law Offices of Carol Bertsch, PC enjoyed participating in the 2017 Walk to End Alzheimer’s.
From left to right: Izabela Chabinska, Jody Hudspeth, Carol Bertsch, Toni Obrien.

LOCB Bowling

The Law Offices of Carol Bertsch, PC bowled for the Tito Villalobos Moreno Memorial Scholarship fund. Our team name was the Gutter Rats. We did throw a lot of gutter balls!
From left to right: Kristin Gonzalez, Carol Bertsch, Jody Hudspeth, Izabela Chabinska

What’s Going on in Your World?


We appreciate your feedback. Do you have a book or a topic you’d like to see featured in our newsletter? Please email your suggestions to jhudspeth@assistingseniors.com. All ideas are welcome.