My Journey in Life Care Planning

Posted on

Feb 16, 2024

Book/Edition

Pennsylvania - South Central PA

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I have been an Estate Planning and Elder Law Attorney for approximately 20 years. I have been fortunate enough to obtain the designation to become a Certified Elder Law Attorney and to receive a Master of Law in Taxation and a certificate in Estate Planning. There is no doubt that finding Elder Law as a career was the best thing that allowed me to go to work every day, excited to assist people and help them.

Over the years, I have known a bit about Life Care Planning and have admired it from a distance. The bottom line was I did not understand it nor truly understand what the purpose was and how it could help clients. Over time, I became frustrated in meetings when clients would ask me if their mom was safe to be at home, or what modifications would need to be done to keep mom at home, or how long could mom stay in the assisted living, and under what circumstances would she then have to move on to another level of care. I did not know the answers to many of these questions and, although I did have referral sources, I felt inadequate, or disappointed, that I was not able to help the client directly.

I have also known Meg Motter for many years. Meg is a Master’s prepared Licensed Clinical Social Worker and has been in the industry for most of her career. I knew I always wanted to work with Meg, but unfortunately, the timing and the money never worked out until the Spring of 2021. When the opportunity presented itself and she was available, I acted immediately and, without even truly understanding the Life Care Planning model, jumped in with two feet, knowing I had the right person. Now that our firm is knee-deep in Life Care Planning, there is no doubt that it was the best decision that I have made, mostly for the clients that we serve. The assistance that she can provide, which we were not able to offer previously, is astounding. I believe that everything happens for a reason and, although it took several years for us to embrace the model and to have the right person, there is no doubt that it is the right thing for our clients, and I am excited to share everything about the life care planning model to anyone who will listen.

Monthly Life Care Planning Workshops are offered at both our York and Lancaster offices. If you would like to learn more about Life Care Planning and our Client Care Advocate, Meg Motter, LCSW, CDP please reach out to the office at (717) 208-4546.

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