Bertsch & Boze Elder Law, PC.

For many Texans, especially as they or their loved ones approach their golden years, navigating the intricate landscape of legal planning becomes essential. Elder law is a specialized field designed to address the unique needs and concerns of older adults and individuals with disabilities, covering everything from estate planning to long-term care and public benefits. In San Antonio, a dedicated and highly respected firm stands out for its commitment to providing comprehensive and compassionate elder law services: Bertsch & Boze Elder Law, PC. This article is crafted to offer local Texas residents a clear and engaging overview of this practice, highlighting why they are a suitable and trustworthy choice for your family's elder law needs.

Bertsch & Boze Elder Law, PC, is a firm that has built a strong reputation in the San Antonio community for its expertise and empathetic approach to elder law. Co-owners Carol Bertsch and Brennen Boze lead a team of professionals dedicated to assisting clients in finding positive solutions to complex challenges, ensuring dignity, control, and peace of mind for seniors and their families. Their philosophy extends beyond mere legal advice; they work to educate and empower clients, fostering a warm and helpful environment, as evidenced by numerous positive client experiences.

Bertsch & Boze Elder Law, PC, is conveniently situated at 8703 Broadway, San Antonio, TX 78217, USA. This central San Antonio location makes the firm highly accessible for residents across the city and surrounding areas in Texas. Broadway is a prominent road, ensuring that the office is easy to find, whether you are driving or using public transport. The strategic placement of their office is designed to offer ease of access, reducing the stress often associated with legal appointments. Clients can expect a welcoming and professional environment upon arrival, which is crucial when discussing sensitive and personal legal matters. The office operates Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 3:00 PM, providing ample opportunity for scheduled appointments and inquiries.

Bertsch & Boze Elder Law, PC, specializes in a diverse range of legal services tailored to meet the specific needs of older adults and individuals with disabilities. Their holistic approach ensures that clients receive comprehensive guidance across various critical legal areas.

Services Offered:

• Estate Planning: This includes the preparation of essential documents such as wills, the establishment of various types of trusts, and the comprehensive development of personalized estate plans. The goal is to ensure financial security, preserve legacies, and guarantee that final wishes are executed as envisioned.
• Long-Term Care Planning: The firm assists clients in understanding the financial implications of long-term care and explores viable options for managing care needs. This service focuses on safeguarding assets and helping clients maintain independence and a high quality of life as they age.
• Probate Services: Navigating the probate process can be overwhelming. Bertsch & Boze Elder Law, PC, provides compassionate support and expert guidance to executors and heirs, handling all facets of probate law, from will submission to asset distribution, to make the process as straightforward and stress-free as possible.
• Advanced Directives: Assistance with creating legal documents that specify medical treatments desired or refused in the event of incapacitation, ensuring personal wishes are respected.
• Powers of Attorney: Guiding clients through the process of designating individuals to make financial or healthcare decisions on their behalf, providing peace of mind.
• Supplemental Needs Trusts: Specializing in crafting supplemental needs trusts, vital tools for individuals with disabilities, providing essential financial support without jeopardizing eligibility for government benefits. This ensures assets are safeguarded and the quality of life for beneficiaries and their families is enhanced.
• Asset Protection for Medicaid Eligibility: Expert advice and strategies to protect assets while ensuring eligibility for crucial public benefits like Medicaid, which can be essential for long-term care funding.

Bertsch & Boze Elder Law, PC, stands out in the legal community due to several distinctive features and highlights that underscore their commitment to client care and legal excellence.

Features / Highlights:

• Specialized Elder Law Focus: The firm is dedicated exclusively to elder and disability law, meaning their team possesses in-depth knowledge and experience in this complex and constantly evolving field.
• Experienced Leadership: Carol Bertsch, a co-owner, has over 27 years of experience in elder law. Her extensive background provides a solid foundation of knowledge and strategic insight for clients. She is a Certified Elder Law Attorney (CELA), signifying a high level of expertise in the field.
• Compassionate and Caring Team: Client reviews consistently highlight the "warm and helpful team" and "knowledgeable, patient and caring" staff. This indicates a firm culture focused on empathetic service and understanding client needs beyond just legal technicalities.
• Educational Seminars: The firm provides "very insightful seminars to senior groups to educate about resources and strategies that really make a difference to families and seniors." This proactive approach demonstrates their commitment to community education and empowerment.
• Client-Centered Approach: Reviewers praise the team as "inviting, courteous, and on the ball," noting that "Carol was gracious in giving me a 'to do' list and offered valuable information" and was "easy to talk to." This illustrates a highly personalized and supportive client experience.
• Extensive Network: The team works with an "extensive network of social workers, financial planners, and health care professionals" to address the physical, social, psychological, and financial needs of their clients. This multidisciplinary approach ensures holistic solutions.
• Community Involvement: Carol Bertsch has been a volunteer with the Adult Protective Services Community Board and a mentor through the THRU Project, demonstrating a deep commitment to giving back to the community and advocating for vulnerable populations.
• Accessibility and Support: The firm aims to respond to most inquiries by the next business day and offers home visits for clients who are unable to come to the office, showing a strong dedication to client convenience and support.

While specific, publicly advertised promotions or special offers are not listed, many elder law firms, including Bertsch & Boze Elder Law, PC, often provide initial consultations. These consultations are an invaluable opportunity for prospective clients to discuss their unique situation, understand the firm's approach, and determine the best course of action without immediate financial commitment. It is always advisable to directly contact their office to inquire about any current offerings or to schedule a consultation. Engaging in an initial discussion can help clarify legal options and establish a comfortable working relationship.

To connect with the knowledgeable and compassionate team at Bertsch & Boze Elder Law, PC, you can use the following contact details:

Address: 8703 Broadway, San Antonio, TX 78217, USA

Phone: (210) 372-8011

Mobile Phone: +1 210-372-8011

Reaching out by phone is the most direct way to speak with their team, ask preliminary questions, and arrange for an initial meeting. The staff is known for being responsive and helpful, ready to guide you through the process of seeking legal assistance for elder law matters.

For locals in the Texas region, particularly within San Antonio, Bertsch & Boze Elder Law, PC, represents an outstanding choice for elder law and related services. Their specialized focus, combined with extensive experience and a profoundly compassionate approach, makes them uniquely suited to address the often sensitive and complex legal needs of seniors and their families. The firm's commitment to educating the community, as well as their willingness to work collaboratively with other professionals, ensures that clients receive well-rounded and effective solutions. The positive testimonials from real customers underscore their reputation for being "warm and helpful," "knowledgeable, patient and caring," and "easy to talk to." Choosing Bertsch & Boze Elder Law, PC, means partnering with a legal team that not only possesses deep legal acumen but also truly cares about the well-being and peace of mind of their clients. For anyone in Texas seeking expert guidance in estate planning, long-term care, probate, or asset protection, this San Antonio firm offers a reliable, empathetic, and highly effective local resource.