Bertsch & Boze Elder Law, PC - San Antonio, TX

Protecting Family Legacies and Senior Dignity in San Antonio

As Texans age, managing long-term healthcare expenses and safeguarding life savings becomes paramount. Bertsch and Boze Elder Law, PC has guided San Antonio families through life transitions for more than thirty years. Founding attorney Carol Bertsch is one of only two Certified Elder Law Attorneys (CELA) in San Antonio, recognized by the National Elder Law Foundation. Alongside partner Brennen Boze, the firm delivers a compassionate, strategy-first approach rather than cookie-cutter forms. They coordinate closely with social workers, healthcare providers, and family caregivers to ensure seniors receive proper care while preserving family heritage. Adult children and seniors looking to hire an attorney who understands the complexities of Texas aging laws rely on Bertsch and Boze for dependable guidance.

Comprehensive Estate Planning, Wills, and Living Trusts

A well-drafted estate plan prevents court intervention and clarifies family wishes. Serving as experienced wills, estate planning and probate lawyers, the legal team creates tailored solutions:

• Last Will and Testament: Crafting legally binding wills appointing trusted executors and directing asset distributions as meticulous wills lawyers.
• Revocable Living Trusts: Establishing living trusts that bypass probate, streamline asset management, and protect blended families alongside skilled trusts lawyers.
• Powers of Attorney: Drafting durable financial powers of attorney and medical directives as dedicated power of attorney lawyers to prevent guardianship proceedings.
• Holistic Wealth Strategies: Designing comprehensive generational asset protection plans as trusted estate planning lawyers.

Medicaid Qualification, Special Needs, and Texas Probate

With nursing home costs escalating each year, relying solely on private funds quickly depletes life savings. The firm delivers advanced legal solutions to protect family assets:

• Medicaid Long-Term Care Planning: Structuring Qualified Income Trusts and spend-down strategies to help seniors qualify for Texas Medicaid nursing home coverage.
• Lady Bird and Transfer on Death Deeds: Shielding family homesteads from the Texas Medicaid Estate Recovery Program (MERP) so properties pass directly to heirs.
• Special Needs Trusts: Drafting third-party and first-party special needs trusts to support individuals with disabilities without jeopardizing SSI or Medicaid benefits.
• Probate and Estate Administration: Guiding grieving executors through Bexar County probate courts, muniment of title, and heirship determinations as compassionate probate lawyers.

Transparent Flat Fees, House Calls, and Client-Centered Care

Navigating sudden care diagnoses or estate decisions requires prompt and accessible legal direction. When an urgent legal consultation is needed regarding nursing home placement or estate deadlines, Bertsch and Boze provides thorough consultations that include six months of follow-up communications. The practice operates on transparent flat fees, eliminating the anxiety of billable hours or hidden expenses. For clients with limited mobility, their attorneys provide house calls to private residences, hospitals, and assisted living facilities throughout San Antonio. When families need to find an attorney who combines premier statutory credentials with genuine empathy, or when you must order a lawyer to protect an aging parent, Bertsch and Boze Elder Law, PC provides the seasoned counsel your family deserves.