Elder E-Letter: July 2018

Caregiver’s Corner

Early Stage Suport Groups

UT Health: Caring for the Caregiver

July 9 @ 9:30am – Memory Café @ Cisneros Senior Center

July 12 @ 2:00 PM – Essentials of Caregiving: Finding Connections in the Community @ UT Health Physicians MARC

July 16 @ 9:30am – Memory Café @ Bob Ross Senior Center

July 19 @ 3:30 PM – Caregiver Skills Training Workshop @ UT Health Science Center Nursing Simulation Lab

July 26 @ 2:00 PM – Essentials of Caregiving: Caring for the Caregiver @ UT Health Science Center

Alzheimer’s Association

Click here for caregiver resources in Bexar County that are sponsored by the Alzheimer’s Association.


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 husband and I have a 32-year-old disabled son. My friend who’s also a social worker says I should set up a trust for him. Is this something your office can help me with?

You are right to talk to an elder law attorney about planning ahead for a disabled child, whether he’s a minor or an adult. You and your spouse will need to do some special estate planning to ensure his inheritance doesn’t disqualify him from his public benefits.

There are a variety of ways we can help your family. You may do a Will with a special needs trust in it that goes into effect when you die. Alternatively, you may set up a special needs trust while you are alive that you can fund for him now. This way, other people can leave money to the trust, or they can put money in it now without jeopardizing his benefits.

I hope you found my answer helpful. If you’d like to discuss your situation further, please contact us to schedule an appointment.


Coming up


July 17 – Carol talks about Special Needs Trusts at Randolph Brooks Federal Credit Union

July 24 – Carol joins the Senior Resource Organization in speaking to MCCI Medical Group participants about senior services.




April 2018 – Fiesta Medals from Pride PHC Services, ACOG, AAHCC, and Five Star Living.

Jody and Helen

May 24 – Helen Flores from Caring Companions and Jody Hudspeth from The Law Offices of Carol Bertsch, PC at the Naomi Feil Workshop and Carol collecting payment for continuing education units (CEUs) for medical professionals.

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June 2 – The Law Offices of Carol Bertsch, PC supported the Patient Institute’s 2018 Elegant Evening. Congratulations to honorees Polly Jackson Spencer, Janie Peña Menchaca, and Robyn Phillips Madson!

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June 11 – The Law Offices of Carol Bertsch, PC welcomed two new employees last month: Nena Thomas, paralgeal, and Cody Miller, marketing intern!

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June 14 – The whole staff bowled at Oak Hill Lanes in honor of the Tito Villalobos Moreno Memorial Scholarship.

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June 21: Carol gave a speech for the San Antonio Paralegal Association about Dealing with Aging Parents.


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.