Our Sidney Office

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By Dolly Wilkerson

Screen Shot 2014-07-23 at 8.04.13 AMThe Sidney office of Cooper, Adel and Associates is conveniently located approximately 1.5 miles from I-75 (Exit 94) at 2190 Wapakoneta Rd. This office mainly services clients from the surrounding counties of Shelby, Auglaize, Allen, Champaign, Darke, Hardin, Logan, Mercer, Putnam, and VanWert. We moved to our beautiful new office in the spring of 2013 from our former location in downtown Sidney. Our new office has a spacious lobby area, ample parking and is handicap accessible.

Mitch Adel, Certified Elder Law Attorney and Managing Partner, conducts free seminars in the above-mentioned counties and is available to meet clients at the Sidney office by appointment. If perhaps you schedule your appointment around lunch time, you would enjoy visiting one of Sidney’s famous restaurants, “The Spot”, located on Ohio Street in downtown Sidney (www.thespottoeat.com). Dan Vu, Senior Attorney at Cooper, Adel & Assoc. requests one of their apple pies every year for his birthday. Keith Stevens, another attorney with our firm orders their old fashion crème pies every Thanksgiving for his wife. Or perhaps, if you are meeting with Julian Guilfoyle, Financial Consultant who speaks with Mitch at his seminars and also sees clients in the Sidney office, you can ask him about the huge breakfast and hamburgers at another one of Sidney’s popular restaurants, “The Alcove”, located at 134 N. Main St.

If you are interested in learning more about our firm and the Sidney office, please give us a call at 800-798-5297. Mitch and his team of attorneys, whom all specialize in elder law can assist you through the process of “getting your ducks in a row.”

Cooper, Adel & Associates Answers “10 Questions for an Elder Law Attorney”

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JM Megail Gaumer

Recently an article was posted on Discoveryfitandhealth.com. The article is titled “10 Questions for an Elder Law Attorney” http://health.howstuffworks.com/wellness/aging/elder-care/10-questions-for-elder-law-attorney1.htm. I thought the article had some great points and wanted to take the opportunity to answer them on behalf of our firm. I have listed the questions asked in the article below:

  • Screen Shot 2014-03-11 at 12.00.33 PMWhat Web Sites Will Teach Me About Elder Law?

  • How Familiar Are You With the Medicare and Medicaid?

  • Are You One of the Few “Super Lawyers”?

  • Do You Educate Others About Elder Law Issues?

  • Are You a Member of Any Relevant Organizations?

  • How Familiar Are You With the State Laws?

  • Do You Have Experience With Similar Cases?

  • Does the Practice Focus on a Particular Niche?

  • Are You a Certified Elder Law Attorney?

  • Do I Really Need an Elder Law Attorney?

[Read more…]

What Retirees Should Know About Elder Law

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By Roy Whited

Screen Shot 2014-03-03 at 11.39.22 AMThis information was taken in part from a newsletter published by the First Knox National Bank and the Farmers Bank, and Farmers & Savings Bank, a division of the Park National Bank.

A new specialty in legal practice, “elder law”, has emerged over the past few decades, in part in response to the needs of older people and their families. Retirees and senior citizens have some special laws and programs that apply only to them, and the laws that apply to us all may take on a new aspect when applied in the unique circumstances that the elderly face. The core areas for which elder law attorneys provide advice include:

  • Health and long-term care planning

  • Access to public benefits, including Medicare, Medicaid, and Social Security

  • Surrogate decision-making, including both medical and property management decisions

  • Older persons’ legal capacity

  • Wills, trusts, and estates

[Read more…]

Get the Kids Involved

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By Attorney Keith Stevens

It’s not unusual for clients to want to do their estate planning in a vacuum, that is, without their children. They want to get everything set up to provide for their family if they pass away, or so that the family can provide for them, but they don’t want to get the family involved until that dramatic moment. They may want to create a power of attorney naming their son as their agent, but they don’t want the son to know about it.

Of course, every situation is different. There are situations where children have taken advantage of the powers that their parents have granted them. But by and large, your estate plan will work better if the family knows what’s going on.

Estate plans often include a complex collection of documents and arrangements designed to allow easy, cost-effective proxy representation and private transfer of assets. A modern estate plan often uses family members as helpers, in roles such as attorneys-in-fact, executors, or trustees. Surprising a helper by keeping them in the dark until the moment they are needed usually slows things down significantly, as we have to take time to get the helper up to speed.

Some people seem to have it in their heads that it is improper to discuss their assets with their children. But the advantages of making sure that everyone is on-board and on the same page will outweigh the perceived awkwardness.

So bring your kids along when you meet with your estate planning attorney. They may pick up something that you miss or they may remember some fine detail that fades with time. At the very least, they won’t be lost if you become incapacitated or pass away and have to figure everything out from scratch.