San Diego Elder Law and Estate Planning Attorney
Helping families prepare for the future and meet their immediate needs for 20 years
Elder law and estate planning attorney Vincent Casiano founded the Casiano Law Firm to serve the needs of seniors and their families in San Diego and communities throughout California. Mr. Casiano’s expertise is in helping clients deal with the complicated and confusing legal and financial issues that arise as a loved one grows older. Whether you are focused on protecting wealth for yourself, your children and grandchildren, or if you are concerned about your aging parents and how best to help them stay in their home as long as possible and still get the care they need when they need it, the Casiano Law Firm will approach your situation with compassion, skill and understanding based on decades of experience creating solutions that address each family’s unique needs.
As your parents age and start to require more help from you or skilled professionals, critical questions begin to arise. How will they get the care they need? How do we keep them living in their home as long as possible and with the fullest measure of independence they can exercise? If moving out of the house becomes a necessity, how do we accomplish this transition smoothly? How will all of this be afforded? The Casiano Law Firm has the answers to these questions. We want to help you provide the best care and support for your loved ones who cared for and supported you all these years. When it’s your turn to give back, our firm has the knowledge, skills and commitment to guide you through critical decision-making and practical steps. You’ve got their backs, and we’ve got yours.
Estate planning is for everyone, young or old, rich or poor, single or married with children and grandchildren. Every situation is unique. That’s why we take the time to sit down with you and learn about you, your family, your needs and your goals. We’ll create the right set of documents that meet your needs, including wills, trusts, powers of attorney, living wills and advance directives, as applicable. Estate planning helps ensure that you are taken care of during your lifetime and that your estate is distributed according to your wishes after you are gone. It’s never too early to draft an estate plan, but it can sometimes be too late. Don’t put off establishing or reviewing and revising your California estate plan. Call the Casiano Law Firm today.
Special Needs Trust Planning
Individuals with special needs due to a physical, intellectual or developmental disability need extra care and support, and they often rely on financial assistance from government programs for housing and other essential services. If you have the means, you might desire to help out a child or grandchildren with special needs, but will your gifts impair their eligibility to qualify for critical government aid? We can help by implementing the right tools and creating the proper set of documents that allow you to supplement your family member’s government support without interfering with it.
Medi-Cal/Medicaid and Long-Term Care Planning
Nursing home costs in California top $100,000 a year, on average, forcing families to spend their life savings to care for themselves or an elderly loved one. Medicare doesn’t pay for long-term care, but Medicaid (Medi-Cal) does. Unfortunately, Medi-Cal/Medicaid is only available to people with limited financial means. With the right kind of planning, however, you can qualify for Medi-Cal and get help with long-term care while still protecting your estate for yourself, your spouse and future generations. Talk to our elder law and estate planning attorney about long-term care planning and the options available to you. Even if you are in crisis and are already facing a nursing home admission, there might still be ways we can help.
Probate & Trust Administration
Executors of a will, estate administrators and trustees face a myriad of complex tasks when it comes time to probate an estate or settle a trust. You want to accomplish your tasks as quickly and capably as possible, minimizing expenses to the estate and getting distributions to intended heirs and beneficiaries sooner rather than later. Additionally, it’s critical to perform your job competently – as a fiduciary, executors and trustees face civil liability for errors they make. Our experienced probate and trust administration attorney is here to answer your questions, guide you and perform essential tasks to help give effect to the will, trust and other estate documents.
If you are helping to care for an adult with special needs, a conservatorship might be essential to helping you fulfill your role. As a conservator, you can interface with the doctor or the bank on the individual’s behalf, making important decisions to provide for your loved one’s well-being and protect and manage their assets. Through our San Diego conservatorship practice, we can establish a limited conservatorship over the person or estate as needed, tailoring the conservatorship to the individual’s specific needs.
Will & Trust Disputes
What happens in probate if somebody contests the validity of the will because they didn’t get the share of the estate they were expecting? If the challenger alleges the will was created or amended under the undue influence of a caregiver or after the onset of dementia, how will the court decide what happens to the estate? Similarly, questions can arise in the administration of a trust, when beneficiaries are concerned with the competence or loyalty of the trustee who is supposed to be managing the trust on their behalf. We know the law and can help resolve will contests and trust disputes, including providing strong and effective advocacy in probate and trust litigation before the courts.