Elder Law

 Lagerlof, LLP’s Elder Law team is dedicated to working with seniors and their family members in all stages of life.  

Published Cases & Representative Matters

Key Contacts:

  • Obtained comprehensive elder abuse restraining orders to protect senior clients from unwanted house guests, intrusive neighbors, and financially abusing children. 
  • Established conservatorships for individuals whose difficult situations and potentially dangerous medical conditions require court intervention and close supervision.
  • Supervised the transition of responsibilities from seniors to their children and other fiduciaries with updated trust and other estate planning documents.
  • Obtained Medi-Cal long term care program coverage for seniors with exempt assets.
  • Created irrevocable gift trusts for passing appreciating assets to the next generation.
  • Administered complex trusts and estates involving multiple generation  gifts, charitable bequests and estate and gift tax liabilities.
  • Successfully resolved family disputes over senior financial and health care issues with patient communication and creative problem-solving.
  • Purchased and administered real property in Mexico for clients under US conservatorship.

Jonathan Primuth

jprimuth@lagerlof.com

Brian Phelps

bphelps@lagerlof.com

Elder Law Flyer:

Lagerlof, LLP is the largest firm in Pasadena. With 113 years of experience satisfying clients, we are leading the market in strategic support. We are a team of trusted legal advisors on a mission to provide every client with clarity and understanding to succeed in a complex world. Lagerlof, LLP stands for innovation tempered with practicality, for thoroughness countered with common sense, and above all else, for impeccable integrity.

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