Collaboration

Legal and Financial

We often include other law firms in the planning and implementation phases when working for our clients through our Collaborative Law Firms within their expertise.

We also often collaborate with other attorneys, accountants, and consultants to serve the specialized planning needs of individuals and families. Where appropriate the client engages California Estate and Elder Law LLP directly and in turn, with disclosure, the law firm engages the attorney, advisor, or consultant in order to:

  • Protect the attorney, accountant, and consultant’s work product as attorney client privileged;
  • Create a completely open exchange of information among the client and all advisors; and
  • Compensate the attorney, accountant, and consultant from the client’s over-all planning fee.

Healthcare Professionals

We often include other healthcare professionals as part of your team, throughout both the planning and implementation phases. These healthcare professionals bring a unique perspective to your individual situation and can provide valuable insight to making sure that you get the outcome you desire.

Such professionals may include: In-Home Care Providers, Geriatric Care Managers, Social Workers, Private Fiduciaries, and Caregivers. These Healthcare Professionals are essential to ensuring that your wishes are fulfilled. Whether your wish is to remain home with assistance or to move into a care facility, our desire is to help you achieve your long-term care goals.

Additionally, these professionals frequently can help resolve inter-family conflict, assess what amount and types of care is appropriate, and provide perspective on the trajectory of the ailment. In short, these professionals can make a difficult situation more manageable. After all, dealing with a long-term, disabling condition can be very complicated.

Through their teaching and leadership at the Southern California Institute, The Laureate Center for Wealth Advisors, WealthCounsel, and other National Collaborative Wealth Planning and Philanthropic Platforms, the attorneys at California Estate and Elder Law LLP have not only practiced collaborative planning at these levels but are also instructors to attorneys, financial advisors, accountants, insurance professionals, bankers, and other wealth professionals.

To explore how partnering with us may be right for you, just give us a call at 858-200-1925. Where appropriate, we will schedule an Introductory Visit to gain a first blush understanding of your practice, make possible recommendations, and/or identify opportunities.