Posted by Positive Aging SourceBook on 05/20/2021

Meet the Elder Law Attorneys - Kandace Scherr and Morris Klein


Join us for an opportunity to meet, learn and interact with leading Elder Law Attorneys. This month features attorneys: 

Kandace Scherr of Frank, Frank & Scherr, LLC 

Morris Klein of Morris Klein, Attorney at Law 

Chat Transcript

12:04:32     From  Joe Sperling : JOE SPERLING - PROTECTIONIST AND PROBLEM SOLVER.  HELPING PROTECT FAMILY AND ASSETS WITH LIFE INSURANCE (with LTC riders), LONG-TERM CARE PLANS AND ANNUITIES.  PROTECT WHATS IMPORTANT. I HELP THOSE WHO PLAN, AS WELL AS PROCRASTINATORS.  CALL ME AT 301-980-8869.  Email:  joe@joesperlinginsurance.com.

12:05:31     From  Ellen Pincus : Good afternoon Ellen Pincus Cavalier Home Health 5 Star Skilled Home Health in VA 703-477-6252 epincus@cavalierhomehealth.com

12:06:06     From  Jenny Pearson : Good afternoon, all! Jenny Pearson with Maryland Relay. Jennifer.pearson@maryland.gov 443-280-4535

12:07:02     From  Laura Quigley : It is an amazing community! Wonderful open spaces

12:07:23     From  noel white : Good afternoon!  Noel White with Ellen Platt’s The Option Group. nwhite@theoptiongroup.net www.theoptiongroup.net Life care management consultation and advocacy due to aging, dementia, disability or serious illness. We work with family caregivers, medical professionals, and professional family advisors to ensure successful patient outcomes.  Our services ensure they receive the care they deserve.  Serving MD, PA and now Delaware! Thank you.

12:07:52     From  Katherine Janney : Kitty Janney with The Landing, a luxury Senior Living community offering Independent Living, Assisted Living and Memory Care opening early 2022 in Alexandria just a mile from Old Town. kjanney@watermarkcommunities.com

12:08:04     From  LInda Chaletzky : Linda Shriber Chaletzky here. Realtor with Evers & Co., A Long and Foster Co. Realtor for 30 years after 25 year clinical social work career! Founding member GW Dept. of Health Care Sciences Geriatric Program and Mental Health supervisor Cancer Home Care Program. Great deal of experience with elders,  their families and those in transition. Have resources to help ease any move.

12:09:17     From  Tina Olusanya : Hello Everyone! Tina Olusanya with Steadfast Home Care Services. 

The FUN home care service you want for your loved ones!

Ask about booking our Memory Loves Music program for your senior community! :)


tina@steadfasthomecareservices.com 

703-946-1664

12:15:08     From   Georgette Lake : Hello, Georgette Lake with Tribute at Black Hill Assisted Living and Memory Care in Germantown, MD. georgette.lake@tributeatblackhill.com

12:16:30     From  Heidi Garvis   to   All panelists : Who do you know who is struggling with aging issues?  We help adult children help their parents via RN Care Management, Caregiver Coaching and more.  Caring Considerations in NoVA heidi@caringconsiderations.com 571-437-9396

12:20:17     From  Steve Gurney - ProAging Sourcebook : From Heidi Garvis to All Panelists:  12:16 PM

Who do you know who is struggling with aging issues?  We help adult children help their parents via RN Care Management, Caregiver Coaching and more.  Caring Considerations in NoVA heidi@caringconsiderations.com 571-437-9396

12:20:32     From  Gail Hubberman : Hi All, Gail Hubberman with MarketPro Homebuyers. We help seniors transition hassle free by purchasing their home “as-is” for cash and closing on their timeline. Our offers are fair and transparent and include packing, moving and final clean out. We also cover and all closing cost. If you know someone that is overwhelmed with the tradition home selling process please have them give me a call. 301-337-4703  ghubberman@marketprohomes.com             Learn more about the company and see reviews on our website www.marketprohomebuyers.com

12:22:51     From  Andrew Riley   to   All panelists : Good Afternoon!  Andy Riley with Tribute at One Loudoun.  Feel free to reach out to me any time with any questions or concerns.  Andrew.riley@tributeatoneloudoun.com

12:23:23     From  Steve Gurney - ProAging Sourcebook : From Andrew Riley to All Panelists:  12:22 PM

Good Afternoon!  Andy Riley with Tribute at One Loudoun.  Feel free to reach out to me any time with any questions or concerns.  Andrew.riley@tributeatoneloudoun.com

12:25:39     From  Jennifer Brown : Hi Everyone!   Jennifer Brown - Community Relations Manager - Seabury Care Management - jmbrown@seaburyresources.org  - 202-364-0020.  Let's  connect.

12:26:13     From  Joe Sperling : ONE SOLUTION FOR SOMEONE WHO HAS NOT PLANNED, AND IS IN NEED OF CARE, MAY BE SALE OF AN EXISTING, BUT NO LONGER NEEDED, LIFE INSURANCE POLICY.  KNOWN AS "LIFE SETTLEMENT" IT MAY BE A SOURCE OF CASH TO PAY FOR CARE.  MAY BE AVAILABLE EVEN IF IT IS A TERM LIFE POLICY.

12:26:41     From  Tara Barnes : Good Afternoon Tara Barnes with Powhatan Nursing Home Admissions@vierrafallschurch.com

12:26:55     From  Nancy Gallucci   to   All panelists : Hi Everyone,

12:27:07     From  Steve Gurney - ProAging Sourcebook : From Nancy Gallucci to All Panelists:  12:26 PM

Hi Everyone,

12:27:27     From  Nancy Gallucci   to   All panelists : Nancy Gallucci Lighthouse Healthcare 703 597 4690 ngallucci@lhihome.com

12:29:36     From  Belinda Ragin   to   All panelists : Can they answer what are the benefits of a trust and how does it work?

12:30:24     From  Anna (Bonnie) Barrella : Good afternoon everyone,   This is Bonnie Barrella from Premier Residences of Chevy Chase...(301) 915-9220...Have a good day and come for a visit as we are fully open :)

12:30:46     From  Steve Gurney - ProAging Sourcebook : From Nancy Gallucci to All Panelists:  12:27 PM

Nancy Gallucci Lighthouse Healthcare 703 597 4690 ngallucci@lhihome.com

12:35:04     From  Steve Gurney - ProAging Sourcebook : Panel ContactsMorris Klein (morrisklein@morrisklein.com)

Kandace Scherr (kscherr@frankelderlaw.com)

12:35:33     From  Ellen Platt   to   All panelists : Ellen Platt                                                     The Option Group                                         Care Management and Advocacy Services                www.theoptiongroup.net                                                  Providing services in MD, PA & DE                         410-667-0266

12:36:22     From  Steve Gurney - ProAging Sourcebook : Tribute Contacts:Beth Sanchez (beth.sanchez@tributeatblackhill.com)

Andrew Riley (andrew.riley@tributeatoneloudoun.com)

Georgette Lake (georgette.lake@tributeatblackhill.com)

12:37:58     From  Ellen Davis   to   All panelists : Good afternoon everyone. Work with a team. An Estate Attorney, an Insurance Broker, a CPA, etc. to properly prepare to protect your assets, to learn how to use the policies you have to transfer the risk of using your assets. 


Ellen Davis, President & Chief Insurance Geek

Life Health Home Insurance Group, LLC

Tel: 301-728-5505

Email: edavis@LifeHealthHome.com  

Web: www.LifeHealthHome.com   


Life Happens and we’re here to help you prepare for it ©


Specializing in Life Insurance, Long-Term Care Insurance, Disability, Annuities, Medicare Supplement, Health Insurance, and more in MD, DC, VA, DE, PA, NJ, FL & IL. Don't wait another day, call 301-728-5505 today!

12:38:41     From  Steve Gurney - ProAging Sourcebook : From Ellen Davis to All Panelists:  12:37 PM

Good afternoon everyone. Work with a team. An Estate Attorney, an Insurance Broker, a CPA, etc. to properly prepare to protect your assets, to learn how to use the policies you have to transfer the risk of using your assets. 


Ellen Davis, President & Chief Insurance Geek

Life Health Home Insurance Group, LLC

Tel: 301-728-5505

Email: edavis@LifeHealthHome.com  

Web: www.LifeHealthHome.com   


Life Happens and we’re here to help you prepare for it ©


Specializing in Life Insurance, Long-Term Care Insurance, Disability, Annuities, Medicare Supplement, Health Insurance, and more in MD, DC, VA, DE, PA, NJ, FL & IL. Don't wait another day, call 301-728-5505 today!

12:38:42     From  Melissa Koppal : Fantastic Presentation!!Melissa Koppal    Community Angels Nursing Services   301-351-1777MKoppal@CommunityAngelsInc.comWe are a Homecare provider of Maryland Medicaid Waiver. Our private pay rates are affordable.

12:38:57     From  Steve Gurney - ProAging Sourcebook : From Ellen Platt to All Panelists:  12:35 PM

Ellen Platt                                                     The Option Group                                         Care Management and Advocacy Services                www.theoptiongroup.net                                                  Providing services in MD, PA & DE                         410-667-0266

12:41:31     From  ABIOLA BAJERE : Thank you Steve for bringing in Kandace and Morris.  Nice topic.  Thank you again for your valuable insight.

12:41:42     From  Ken Silverstein : Thank you both.

12:43:38     From  David Matcha   to   All panelists : Long Term Care can now be added as a rider to a Life Insurance, so the plan is a hybrid and pays out in your lifetime if someone cannot perform the 2 ADL's.

12:43:49     From  Steve Gurney - ProAging Sourcebook : From David Matcha to All Panelists:  12:43 PM

Long Term Care can now be added as a rider to a Life Insurance, so the plan is a hybrid and pays out in your lifetime if someone cannot perform the 2 ADL's.

12:44:06     From  Joe Sperling : LONG-TERM CARE INSURANCE IS CURRENTLY AVAILABLE WITH LIFETIME BENEFITS, AT LEAST FROM ONE CARRIER IN MARYLAND.

12:45:50     From  David Matcha   to   All panelists : Long Term Care riders are inexpensive but can only be added when someone is healthy

12:46:01     From  Joe Sperling : THERE ARE ANNUITIES AVAILABLE WITH LTC BENEFITS THAT MAY BE AVAILABLE EVEN FOR SOMEONE WHO WON'T QUALIFY FOR TRADITIONAL LTC OR LIFE PLUS LTC HYBRID.

12:46:08     From  Steve Gurney - ProAging Sourcebook : From Joe Sperling to Everyone:  12:46 PM

THERE ARE ANNUITIES AVAILABLE

12:52:25     From  John Jerome   to   All panelists : Please contact me if you are interested in learning how a reverse mortgage can help someone age in place and benefit a retirement plan. Thank you. John 703.507.1035//jjerome@reversefunding.com

12:53:29     From  Steve Gurney - ProAging Sourcebook : From John Jerome to All Panelists:  12:52 PM

Please contact me if you are interested in learning how a reverse mortgage can help someone age in place and benefit a retirement plan. Thank you. John 703.507.1035//jjerome@reversefunding.com

12:53:38     From  Pam Reynolds   to   All panelists : Thank you Kandace very sound advice!

12:53:46     From  Steve Gurney - ProAging Sourcebook : From Pam Reynolds to All Panelists:  12:53 PM

Thank you Kandace very sound advice!

12:55:40     From  Anna (Bonnie) Barrella : From Bonnie Barrella to all:  Thank you Morris and Kandace for your solid and realistic knowledge of Maryland law.



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