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Planning for the future requires careful analysis of all available options. At the law firm of Leonard F. Berg, Attorney at Law, we help individuals and families make important decisions in the areas of estate planning, Medicaid planning, elder law, planning for people with disabilities, veterans benefits, and planning for retirement and other transitions. With more than 30 years of experience, attorney Leonard F. Berg brings a wealth of knowledge and legal know-how to our client work.


Be on the Lookout for New Medicare Cards (and New Card-Related Scams)

The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have Social Security numbers on them.

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Proving That a Transfer Was Not Made in Order to Qualify for Medicaid

Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? How do you prove you made the transfers for a purpose other than to qualify for Medicaid?

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Choosing Retirement Account Beneficiaries Requires Some Thought

The choice of beneficiary for IRA, SEP, 401(k) or other retirement plans can have significant tax implications.  Here are some of the rules and concerns when designating beneficiaries.

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New Federal Law Puts Focus on Preventing Elder Abuse

A new federal law is designed to address the growing problem of elder abuse. The law supports efforts to better understand, prevent, and combat both financial and physical elder abuse.

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