We know that choosing an attorney to assist with legal planning is an important decision. We realize that it helps to hear from other people whom we have helped in the past. The clients identified below have been kind enough to share some of their experiences. We include first names only to respect and protect their privacy.
It has been a long journey for my mother (Dora) to receive financial help from Medicaid. Even before Dora could file for eligibility and coverage with Medicaid, Wesley had to help me with a banking problem. Dora’s bank accounts were frozen and the bank did not recognize my Durable Power of Attorney and Custodianship. Wesley straighten the bank out to everyone’s satisfaction. Beside eligibility and coverage Wesley’s staff was able to set-up an “Asset Preservation Trust” account to further protect Dora’s funds. Their financial planning enables Dora’s funds to serve in her twilight years. It is a long “spend-down” during Dora’s penalty period with the Healthnet Divison of Missouri Department of Social Services. I sincerely appreciate the services from you and your staff.
I am a caregiver for my wife with Alzheimer’s. As a caregiver I realized how important it was to make health and financial preparations for what lies ahead of us. Therefore, I contacted the law firm of Coulson Elder Law LLC for their services of which I am well pleased
Years ago I decided that to put our financial things in order, I needed to put them in living trusts. I went to an attorney I knew, but I felt the fee for the trusts was a bit high, so I did some research, bought a book on the topic, and used forms from the book to establish the trusts.
Over the years, I have not been comfortable with those “do-it-yourself trusts. And serving as an executor in settling the estate of a relative taught me the need for professional help.
At the Coulson Elder Law firm we learned that the complexity on the trust process and the time involved for us and them, made the cost worthwhile. This not where you want to throw the penny at the dollar.
Henry and Leah
Coulson Elder Law has constructed a plan for what seemed to us a complex situation and spelled it out in such a way to give clear direction to our family at times of sickness and death. We are grateful for their knowledge and guidance.
Thank you so much for your help with my sister Barbara as we work through all the details of her care she needs for Dementia. I was very impressed with your knowledge, professionalism, thoroughness and kindness! I have told several people that if they have a need for an elderly law attorney, I recommend you.
Howard and Darlene
Wes, thank you for being our trusted advisor on elder care. We appreciate the work you and your staff provided us during our estate planning process. We feel without your help we would have made several bad decisions.
This is a note of my sincere appreciation for the excellent legal services provided to me and my family over the past several years, The good legal counsel, services and advice furnished by yourself and your associates at Coulson Elder Law has been highly valued and of great assistance and support during some very difficult times for my family. The probate proceedings haven’t always been easy or routine and I much appreciate your perseverance and strategy at key times enabling successful conclusions to my wife’s and daughter’s probates. Establishing my initial personal trust is a lasting legacy I will also appreciate.
I will not hesitate to engage your services again should the need arise, and I would not hesitate to provide a very positive referral for any future clients you may have.
Thank you again for all your legal services and friendship over the years, Wes, and best wishes for the future!
Tibor and Tammy
This process was more “busy” work than we thought. We were very pleased with the support of the office as we ran into a road blocks. Everyone was very pleasant to work with, returned phone calls and emails promptly and was able to explain items in a way that we understood. As most people going through the process we did not understand what it entailed. We appreciate everything you all did for us.
I received your letter of December 13th today. During my business career over the last 40 years or so I have had the opportunity to deal with quite a few lawyers over various business matters. Most of them tend to make me a little nervous!! I must say I was almost immediately put at ease when discussing my arrangement options with Mr. Coulson. Since that initial meeting I have had the pleasure to speak and meet with Tiffany and Mike to put the final touch on my affairs. I must say it has been an overall pleasant experience. No pressure or rush to make decisions. I have recommended your law firm to a couple of my buddies and hope they find the experience with Coulson Law to be as rewarding as mine. I would like to wish everyone and very Merry Christmas and Happy New Year. Thank you again for your professional service.
I was referred to Wesley by a mutual business associate, who thought that there might be some value to be had in my speaking with him. During the initial phone call, and subsequent meeting, I was impressed by Wes’ broad knowledge of the field, and ability to explain rather difficult subjects coherently and completely. I left the meeting quite certain that my referring friend had hit the mark. I was working with my two siblings, who do not live in the area, to establish a Trust for our aging father. Simple explanations were needed, and given by the Coulson staff and, in many cases, Wesley himself. The establishment of the Trust itself, while straightforward, is not exactly self-explanatory. There were POA changes to be made, new choices within the will, establishment of Trustees, and a myriad of obstacles (all created by us, not Coulson) to be overcome. All of the issues were addressed promptly, efficiently, reasonably, and courteously by the folks at the Firm. I, my siblings, and my father were quite impressed with the way such a seemingly difficult process was streamlined, explained, and facilitated. If creating a lasting legal document can be called ‘enjoyable,’ then our experience was just that. We worked most closely with Kimberly Finnegan, who was more helpful than anyone could expect, and whose phone skills when talking to an over-eighty year old, technologically-challenged individual in a nursing home over a conference call were impressive to say the least. Additionally, all emails and messages were answered quickly, and directly. To wrap up, let’s mention Wesley Coulson himself. Should you have a need to call Coulson Elder Law, and decide to do so (and, personally, I think you should), you will almost certainly speak directly to Wes. He will take an interest in your situation, take into account your needs and concerns, and deliver a potential solution or not depending on what is RIGHT FOR YOU. Very refreshing, and I truly found the entire process fascinating, educational, pleasant, and (upon completion) truly satisfying. I don’t know if I would feel the same way had we used another firm, but I know I feel that way having used Coulson. If you are in the market for Elder Law service, I would strongly suggest giving Wes a call. Thank you.
The ideal attorney is one who is honest and forthright and one who also accomplishes what his client needs. I have found that in Coulson Elder Law. I have used Wes and his staff several times in the areas of wills, trusts, and Medicaid applications/approval. The Medicaid applications took a lot of time and effort on my part and theirs, but Coulson Elder Law gave me the assistance I needed to get my part of the process submitted. I couldn’t have done it without their help. They did a wonderful job in getting approval for both my late father and now, my mother. Their help was also invaluable in the area of protecting assets. In each case, the ultimate goal was accomplished. I will definitely use Coulson Elder Law for any future needs such as these.
Thank you for the opportunity to provide a short testimonial about the services you and your team provided to us on behalf of our mother. I daresay that she is in a much better position financially today as a result of your involvement. We appreciate your services and the care and attention without which we would have struggled to put the same together ourselves.
When we were trying to provide some protection and figure out how to extend the effectiveness of our 87-year old mother’s small estate, we called upon Coulson Elder Law to assist us. We could not have gotten as far and accomplished as much in as short a time as they were able to help us. Coulson’s team helped protect our mother’s assets, obtain a small pension from the VA, set up an annuity, and reduced the time to wait for Medicaid. Now, our mother’s estate is protected, her legal documents and desires are up-to-date, all financial commitments will be taken care of for a long time, and she’ll be able to enjoy the remaining years of her life without financial concerns. We appreciate all the help and advice that the Coulson team gave us as they walked us through the maze of elder care law. Their service was irrefutably top0-notch and I highly recommend them to anyone needing such expertise.
My husband and I recently updated our living will and trust. We had an outdated version from years ago with a law firm in a different area than where we lived. We wanted to deal with someone in closer proximity. Our financial advisor recommended Coulson Elder Law firm. We found out that with the size of our estate (large or small) and Medicare age and not wanting the government to have any part of it, we needed to make changes. We were very pleased with the outcome. My parents taught us: do this before old in years and be completely forthcoming with assets. You decide where your estate goes and to whom. Very Important!
We hope this helps anyone on the fence.
I would like to take this time to thank you for handling my mother’s estate planning. With so much going on with her health care and physical problems, it was very assuring to have your firm handling the financial planning side of things. You did everything you said you would and in a timely fashion. I would recommend you to anyone that is in need of this type of assistance. Thank you.
Dennis & Pat
Thank you and Mike very much for your professional service. Setting up a trust is a large task, but your method of breaking it up into smaller portions and clearly explaining their significance, then guiding our decisions and overseeing our necessary tasks, made this process actually a learning experience. Patti and I now understand what a trust is, not just only how to set one up. We came to you because Patti’s parents were very well satisfied with your services and we want you to know so were we. Again, Thank You.
Wes Coulson has handled my Mother’s legal affairs throughout the latter stage of her life. He was most caring and knowledgeable during the implementation of her will and trust documents and was most gracious during the difficult time after her passing as we navigated the intricacies of her trust and estate. I had the upmost faith in his abilities and have entrusted my will and trust matters to his legal firm.
Jim & Cissy
We would like to take this opportunity to send our heart-felt thanks to you and the entire staff at Coulson Elder Law for helping us set up our trusts and medical directives late last year. As you know, we were moving from St. Louis to our new residence in Delaware, and CEL guided us throughout the complicated real estate titling transactions, bank transfers, and setting up our medical directives at a time when we were changing all of our care providers – 100%.
While we had so much going on for the logistics of the move and the buying/selling of houses, we rested assured that all the other activities mentioned above were made smoother by the guidance of you, Mike DeZern, and all the CEL Staffers behind the scenes. And that includes the special consultant, Ziggy!
My brother and I would like to thank you and your firm for all that you did for our mother.
My dad tried to preserve his estate by putting all his eggs into one basked by purchasing CD’s and putting all the family names on the CD’s. This was the advice given to him by a local attorney. As you already knew, and as we found out later, this was no way of protecting his estate. My mother ended up living in a nursing home for 7+ years!
Thanks to your guidance, we followed your advice and ended up preserving a bulk of dad’s estate. I am sure that had the money been left in the CD’s there would have been nothing left. It wouldn’t have taken long to go thru the money at $66,500 a year – the amount charged by the nursing home.
Many people believe that attorneys are over compensated for their work and maybe some are. However, the money spent at Coulson Elder Law was more than well spent. The money spent saved the bulk of his estate and for this we are grateful! Had dad contacted your firm sooner, we may have saved even more money. My brother and I were very lucky to have you and your firm save so much of his estate. As you know, at the time we contacted you, Illinois was in the process of going to a 5 year look back instead of 3 years.
Tal & Marianna
We wanted to thank you for everything you and your team (Jo and Mike) did for our mom and us.
When we met with you the first time we were only concerned with qualifying mom for VA assistance, but you were thinking long range to the time where mom might need more than VA assistance. And you were so right! You saw things in her finances that raised flags that we weren’t aware of.
With your help, and a lot of it, I might add, mom was not only able to qualify for VA assistance, receiving it for the past four years, but most recently qualified for Medicaid. A huge financial burden was lifted from our shoulders. Now we can focus on giving mom the care and love she deserves without having to worry that she would run out of money, and if she did, where it would have to come from. That’s a huge blessing to all of us.
Wes, it’s been an interesting journey. There was no way in the world we could have ever anticipated the problems we would run into, the work it involved and the legal assistance we would need. You guys were right there alongside of us the entire way.
Gary & Sandy
My husband and I chose Coulson Elder Law Firm by recommendation from our daughter, who had worked for them. She saw, first hand, their professionalism, concern and competence while serving their clients. We experienced the same level of service, as well as clear and patient explanations and attention which assured us that our decision to select Coulson Elder Law Firm for planning our trust was the correct one.
Jim & Audrey
Thanks so much for being our trusted advisor on the “Elder Care Journey”. We appreciate the work by you and your office staff to help us through the planning process and completion of our estate planning. We now feel more secure about our financial future.
We were more than happy with the services provided by your very capable team. Every person we encountered at your office from the receptionist to the attorneys were so courteous, kind, helpful, and very efficient. They all made us feel comfortable in a setting that makes us very nervous.
I just wanted to let you know that I appreciate your firm’s help and guidance in my mother’s case. The first step that the law group completed was a multi-page, detailed trust planning document. This plan would have been impossible for me to research, develop or complete in a timely manner without legal assistance. The plan detailed each step that my mother and I were to complete and how to accomplish each step consistent with Medicaid eligibility planning requirements. This plan was completed with an attorney overseeing each step to insure that all time requirements were strictly adhered to.
Following the comprehensive plan, my mother stayed at home for the next two years using all of her trust money to pay for in-home care. The trust paid for a home health care aid each day. However, my mother’s mobility continued to diminish with time and a nursing home was the only option remaining. Based on past work product and success, I asked attorney Coulson to assist us with our next step. Filing the Medicaid application to take over my mother’s care is a really long, complicated process. Even with my legal background, I could not have completed the process without help.
When looking at the overall situation and result, attorney Coulson’s law group fees were reasonable and the end result what I wanted to achieve. As always, my mother’s health and wellbeing were my primary concern.
Wes, thank you! We appreciate all that you did for us.
Thank you so much for all the work you invested to help my father obtain his VA Pension. I had no idea there would be so much to do. Each of you were great to work with and showed the utmost concern for our family. If I had attempted to do this on my own, my Dad would not have his much-deserved pension today. The time invested was well worth it.
Once upon a time, I and my father had a problem, a problem so large and complex that it could be more than compared to driving in rush hour traffic in a strange town in the rain. For a year I traveled down many avenues. I spoke with Lawyers, Financial Advisors, VA, County, State, and Federal Advisors, friends, family, and their contacts. The roads led to nowhere. I mean, I was at square one after a year of stressful travels. Then, by happenstance, I found Coulson Elder Law who immediately took hold of the wheel and led me and my dad down a calculated, personal, prompt, and professional path to a VA Pension and Financial Security. Coulson Elder Law proved to help my dad in ways that no one had advised let alone thought of. This Firm’s expertise was heads above anyone I had spoken with.
If someone loves their father as I do, in a year’s time you will find yourself walking down many paths and driving many roads to try and find the means to an end Coulson Elder Law provided those means without hesitation. I will be eternally thankful to Coulson Elder Law. Thanks again Wes!
I have found Coulson Elder Law to be a very caring, professional team. They were very helpful in getting all my mother’s paperwork in order. Coulson Elder Law walked me through the process, saving me a lot of time, stress, and legwork. They have always been prompt in returning my call with the needed answers. I would recommend Coulson Elder Law to anyone trying to organize the affairs of an aging parent.
Thank you, your staff, and Kathy Wysack for your encouragement and help in making this happen. I must admit that I was surprised by the approval and the amount of the approval. I thought we would go through weeks of questions and need for additional information. I can now see the possibility of retirement within a year or so.
Again, Thank you to everyone for your help!
The time for future planning is not in the future. The time is now. You do not know me; however, I cannot stress the importance of doing this planning now. Too many people (my mother and myself included) wait until they are behind the eight ball. That is not to say that planning cannot be done, but rather why wait until a loved one or perhaps yourself is faced with having to do this planning when time is of the essence. Many people believe they have taken the steps and have their planning in order. With what I know now, I consider that the same as doing your own brain surgery. When I met with Wes to finalize things, he asked me “did we earn your money?”. I told him there was no doubt in my mind. I offered to write this letter with the intent that if it only helps one person to make a decision regarding planning, then it was well worth my time.
I would like to say that Coulson Elder Law was a pleasure to work with. I would recommend them to anyone. I hope that this letter may give you some comfort if you experience “sticker shock” and help to make your decision much easier. I hope you give Coulson Elder Law a chance to show you firsthand what planning they can do for you. If you do, I guarantee you will be writing one of these letters as well.
On behalf of my mother and family I would like to thank you for your efforts to insure a successful application for Mo HealthNet benefits. It is such a relief to have this behind us. I am confident your efforts led to the best possible results associated with the application.
Thank you and all at Coulson Elder Law who in any way helped mother obtain the Veterans benefits to which she was entitled through dad’s WW II service. Although it was at times a tedious paper gathering process, I am glad that your staff completed the VA application at your office. I am certain that I would not have been able to fill out the application and I was grateful that your office skillfully completed it so that only mother’s signature was required.
Because she received the full VA award to which she was entitled, after a few months, your fee was recovered. Although the money for her care has been a Godsend, just as importantly, it has given her great peace of mind to know that her and dad’s life savings are not being depleted as rapidly as was happening before the VA award.
My mom, my siblings and I all thank you for this service.