Behind the Scenes: How Members of a Life Care Planning Law Firm Work Together

What happens in a Life Care Planning Law Firm that makes it possible for clients to feel such relief? Learn more about the focused interactions between attorneys, care coordinators, public benefits specialists, and others that bring peace of mind to so many.

Doubt. Crippling fear. Panic. Incessant worry. That’s how many family caregivers are feeling before their first meeting with a Life Care Planning Law Firm. After the initial meeting, people often feel like a burden has been lifted. What is it about a Life Care Planning Law Firm’s unique approach that puts clients and their families at ease?

Breaking the isolation is a major factor. Talking to skilled and compassionate people familiar with the twists and turns of the long-term care journey has a calming effect on even the most stressed-out caregivers. “Families tell us that our team approach is what gives them peace of mind,” said Barbara Boone McGinnis, one of the partners at Takacs McGinnis Elder Care Law, PLLC, a Life Care Planning Law Firm based in Hendersonville, Tennessee. “People love the fact that we can help them address all of their needs and worries.”

When it comes to communications between a client’s family and the firm, the elder care coordinator plays a pivotal role. “We tell clients that the elder care coordinator will be their primary point of contact,” said McGinnis. “The elder care coordinator then facilitates communications within the firm, making sure that the right member of the team is addressing each issue.”

The team at a Life Care Planning Law Firm typically includes attorneys to handle legal issues along with experts in government programs like Medicaid, VA benefits, and Medicare. Though the elder care coordinator serves as the point person, at some point, any staff member could have contact with a client.

Knowing that their support team is just a phone call away inspires confidence in clients, especially when it comes to making decisions about care. “Because our firm is plugged into the local network of senior service providers, we can match the right provider to each client’s situation,” said Tim Takacs, founding partner of Takacs McGinnis Elder Care Law, PLLC and the architect of the Life Care Planning approach to elder law. “Though we have a lot in common with senior service providers, we are not paid by Medicare or an insurance company. Our role is somewhat different because we represent the elder. Our job as attorneys is to hold care providers and others accountable.”

Behind the scenes, formal and informal communication channels keep things running smoothly, aligning everyone in service of clients’ goals. “Our data management software gives the team access to information about client cases,” said McGinnis, “and the firm’s open-door policy makes it easy for staff members to address issues. In our office, anyone can talk to anyone at any time.”

Weekly case conferences are especially important. All team members attend. Discussion topics include new cases, cases coming up for annual renewal, timelines for court cases and government benefits matters, and cases that need extra attention. One of the most important discussion point involves communications with families. “We talk about how we will keep families updated every step of the way,” said Takacs. “So much of what we do changes as circumstances change, typically based upon health status. We deal with a lot of moving parts.”

Ultimately, it’s the quality and quantity of communication—with the client and within the firm—that makes Life Care Planning Law Firms uniquely suited to guide families during the long-term care journey. To find a Life Care Planning Law Firm near you, click here.