Why a Boutique Experience May Be Right For You

Why a boutique experience may be right for you

In this day and age, it appears that most people can do just about everything. However, there is a reason why most CELAs (Certified Elder Law Attorneys by Authorization of the PA Supreme Court) only do Elder Law. Elder Law is an area that changes constantly. The rules, regulations, POMS, case law, and DHS interpretations change regularly. Most Elder Law firms are boutique firms that specialize in high service, high contact relationships, but only do one practice area and nothing else.

 

I became a certified elder law attorney under the authorization of the Pennsylvania Supreme Court in approximately 2009. I am very proud that I was able to meet the requirement of hundreds of hours in different areas of cases throughout my practice, and also pass an exam that had a 19% pass rate. I don’t hide the fact that I have the CELA designation, a master’s degree in tax, and an estate planning certificate. To be clear, I am not suggesting that only people who have the CELA designation know what they’re doing. I certainly think that there are very competent attorneys who, for whatever reason, have chosen not to seek the designation. My point here is to comment on why in our workshops, we emphasize the importance of working with someone who knows what they’re doing.

 

Legal consumers only know what the attorney tells them in person, on their website, or in marketing materials. I frequently see people who sought counsel from someone who held themselves out as an elder law attorney and got things wrong; the clients later hired us to clean up the mess. I am often asked in those cases, if he didn’t know what he was doing in elder law, why did he hold himself out as an elder law attorney? I honestly don’t know the answer. Because of this, in our workshops, we talk a lot about the need to work with somebody qualified. Regardless of whether or not an attorney has a CELA designation, we certainly believe that attorneys who practice elder law need to be well-versed in elder law.

 

A potential client once told me that they were going with another law firm that does everything that we do but at a lower cost. I suggested that the client ask the attorney how many asset protection trusts they did the previous month, and how many Medicaid applications they have filed. The consumer came back to me and said that the attorney did not have any asset protection trusts last month and they had no current Medicaid cases, although they have done those in the past. By contrast, the client was astonished at the number of both we have done and realized the difference between calling oneself an elder law attorney and doing it for a living. We take pride in being a “boutique” law firm that practices only estate planning and elder law. If you have other legal needs, we urge you to go to another attorney.

 

In this case, the client was very upset to learn that the attorney did not know what they were doing and was perplexed that they could hold themselves out as an elder law attorney. Anyone can hold themselves out as an elder law attorney, but that does not mean that they have expertise in the area. When we have to be brought in to clean up so many cases that were messed up, that adds significant additional expenses for the client. Therefore, I am diligent in spreading the word that people need to work with someone who knows what they’re doing. While proud that I have obtained a certified elder law attorney designation, I understand that others are as good; but the consumer needs to be sure that any attorney knows what they are doing before retaining them.

 

Consumers who need help in estate planning and elder law need to do their homework to ensure that the attorneys they are working with are skilled in that area. If you need an expert in the areas of estate planning and elder law, we are happy to help.

 

Find out about our FREE workshops here or call our office at (717) 845-5390 for more information.