Bertsch & Boze Elder Law, PC.
Open Hours:
Monday, 8:00 AM - 5:00 PM
Tuesday, 8:00 AM - 5:00 PM
Wednesday, 8:00 AM - 5:00 PM
Thursday, 8:00 AM - 5:00 PM
Friday, Closed
Saturday, Closed
Sunday, Closed










Introduce
For many families across Texas, especially those in the vibrant community of San Antonio, navigating the complexities that come with aging, long-term care, and estate planning can be a source of immense stress and confusion. Understanding how to protect assets, qualify for necessary benefits like Medicaid, and ensure a loved one's wishes are honored requires specialized legal knowledge and a truly compassionate approach. This is precisely the expertise and dedication that Bertsch & Boze Elder Law, PC, offers to the San Antonio community.
Bertsch & Boze Elder Law, PC, formerly known as The Law Offices of Carol Bertsch, PC, has been a steadfast presence in San Antonio for over three decades, providing crucial legal services in the evolving field of elder law. Led by Carol Bertsch, a highly experienced and Certified Elder Law Attorney (CELA), the firm has built a reputation for its deep understanding of the unique challenges faced by seniors, individuals with disabilities, and their families. Carol Bertsch herself has over 27 years of experience specifically in elder law, focusing on areas like estate planning, probate, long-term care planning, advanced directives, wills, trusts, supplemental needs trusts, and asset protection for Medicaid eligibility.
The firm's philosophy centers on a personalized approach, recognizing that every client's situation is distinct and requires tailored solutions. This commitment to individualized care is echoed in customer testimonials, with one client stating, "I came to Bertsch & Boze with a very difficult Medicaid case and though we’ve just begun and the outcome feels far from certain, what I can say for certain is that the people here are very caring and compassionate." Another review highlights the team's warmth and helpfulness: "Such a warm and helpful team here. My interactions with every staff member has always been a delight! They are knowledgeable, patient and caring to all."
Bertsch & Boze Elder Law, PC, extends its services beyond traditional legal counsel by actively engaging with the community. They provide insightful seminars to senior groups, educating them about essential resources and strategies that genuinely make a difference to families and seniors. This proactive involvement underscores their dedication not just to legal practice, but to empowering the elderly and their caregivers with knowledge. They believe in building relationships based on trust and respect, striving to ensure peace of mind for their clients as they navigate some of life's most challenging transitions. For anyone in San Antonio seeking expert, empathetic guidance in elder law, Bertsch & Boze Elder Law, PC, stands as a highly recommended and trusted partner.
Bertsch & Boze Elder Law, PC, is conveniently located at 8703 Broadway, San Antonio, TX 78217, USA. This accessible address places the firm in a prime and well-regarded area of San Antonio, making it easily reachable for clients from various parts of the city and its surrounding communities. Broadway is a significant and widely known thoroughfare in San Antonio, ensuring the office is straightforward to find and navigate to.
The firm's location in the 78217 zip code means it is well-situated to serve a broad segment of the San Antonio population, including residents of nearby neighborhoods and business districts. While public transportation options like bus routes exist in San Antonio, for many residents, access by personal vehicle is common. The office's position on Broadway offers good connectivity to major roads and highways, facilitating commutes for clients from across the metropolitan area.
When visiting the office, clients can expect a professional and welcoming environment designed to facilitate comfortable and private discussions about sensitive legal matters. The firm understands that clients, particularly seniors and their families, may have specific needs. They are committed to providing personalized service, and their location is chosen to maximize convenience for their clientele. This strategic and easily accessible location underscores Bertsch & Boze Elder Law, PC's commitment to serving the San Antonio community effectively and with thoughtful consideration for their clients' circumstances.
Bertsch & Boze Elder Law, PC, offers a comprehensive range of specialized legal services tailored to the needs of seniors, individuals with disabilities, and their families. Their expertise aims to provide peace of mind by addressing critical planning and legal challenges. Key services include:
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Long-Term Care Planning: Guiding individuals and families through the complexities of planning for future care needs, whether at home, in assisted living, or in nursing facilities. This involves understanding financial implications, exploring options for managing care costs, and safeguarding assets.
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Medicaid Planning and Asset Protection: Assisting clients with strategies to qualify for Medicaid and other government benefits for long-term care while legally protecting assets and preserving financial resources for the well-being of the other spouse or family members. This includes expertise in Qualified Income Trusts (QITs).
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Estate Planning: Helping clients organize their affairs and ensure their final wishes are honored. Services include the preparation of wills, establishing various types of trusts (including revocable and irrevocable trusts), and developing comprehensive, personalized estate plans to ensure family security and legacy.
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Probate Services: Providing compassionate support and expert guidance to executors and heirs during the often-overwhelming probate process. The firm simplifies the complexities of estate administration, handling everything from the submission of the will to the distribution of assets, ensuring a smooth transition according to the decedent's wishes.
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Supplemental Needs Trusts (Special Needs Trusts): Specializing in crafting these vital trusts for individuals with disabilities. These trusts provide essential financial support without jeopardizing eligibility for government benefits, safeguarding assets and enhancing quality of life for beneficiaries.
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Advanced Directives and Powers of Attorney: Preparing essential legal documents such as Durable Powers of Attorney for financial matters, Medical Powers of Attorney, Directives to Physicians (Living Wills), and HIPAA authorizations, ensuring clients' wishes regarding their healthcare and financial decisions are respected and legally binding.
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Guardianship: Assisting families in establishing guardianships when an individual becomes incapacitated and can no longer make decisions for themselves, ensuring their well-being and assets are protected.
Bertsch & Boze Elder Law, PC, distinguishes itself with several key features and highlights that underscore its commitment to providing exceptional elder law services in San Antonio:
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Certified Elder Law Attorney (CELA): The firm is led by Carol Bertsch, who is a Certified Elder Law Attorney. This certification is a significant highlight, demonstrating a high level of specialized expertise, experience, and commitment to the field of elder law, as recognized by the National Elder Law Foundation (NELF).
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Over Three Decades of Experience: With more than 30 years in practice (including its former name), the firm brings a wealth of knowledge and a long-standing presence in the San Antonio community, fostering trust and reliability.
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Compassionate and Caring Approach: Client testimonials consistently praise the team for being "very caring and compassionate" and having a "warm and helpful team." This client-centric approach ensures a supportive environment during sensitive legal matters.
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Community Engagement and Education: The firm regularly provides insightful seminars to senior groups, educating them about resources and strategies. This commitment to community outreach empowers families with valuable information beyond just legal representation.
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Holistic Network of Professionals: Bertsch & Boze collaborates with an extensive network of social workers, financial planners, and healthcare professionals. This integrated approach addresses clients' physical, social, psychological, and financial needs, offering comprehensive solutions.
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Personalized and Tailored Solutions: The firm emphasizes understanding each client's unique situation to provide customized legal strategies, ensuring that advice and solutions are specifically designed for individual needs.
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Responsive Communication: They strive to respond to most inquiries by the next business day, ensuring clients are kept informed and never left in the dark.
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Home Visits and Rush Jobs Available: Recognizing the urgency and mobility challenges some clients may face, the firm offers home visits for those who need to stay at home and rush jobs for urgent estate cases, showcasing flexibility and client accommodation.
Bertsch & Boze Elder Law, PC, focuses on providing transparent and accessible legal services rather than traditional "promotions" or "special offers." Their primary aim is to ensure that individuals and families in San Antonio facing elder law and estate planning challenges can access the expert guidance they need.
A key benefit offered by the firm, which serves as an important accessible feature, is the provision of consultations. While not explicitly stated as "free" in all readily available public information, it is common practice for elder law firms to offer initial consultations to discuss a client's needs and outline potential legal strategies. This allows prospective clients to understand their options and the firm's approach without immediate financial commitment, fostering a comfortable and informative first step.
Furthermore, their commitment to client care, including home visits for those unable to travel and the ability to handle urgent cases, demonstrates their dedication to accommodating clients' specific circumstances. Their emphasis on clear communication regarding fees and processes during consultations ensures transparency. We encourage any San Antonio local with questions about long-term care, Medicaid planning, estate planning, or probate to contact Bertsch & Boze Elder Law, PC, to inquire about scheduling a consultation and discussing their unique situation.
For residents of San Antonio, Texas, seeking compassionate and expert legal guidance in elder law, estate planning, and long-term care, Bertsch & Boze Elder Law, PC, can be reached using the following details:
Address: 8703 Broadway, San Antonio, TX 78217, USA
Phone: (210) 372-8011
Mobile Phone: +1 210-372-8011
We encourage you to contact their warm and helpful team today to schedule a consultation and take the first step toward securing peace of mind for your future and your loved ones.
For the residents of San Antonio, Texas, Bertsch & Boze Elder Law, PC, stands as an exceptionally suitable and highly beneficial legal resource, particularly for families navigating the complex and often emotionally charged issues surrounding aging, long-term care, and estate planning. Their practice is meticulously designed to cater to the unique needs of the local community, making them a truly trusted partner.
Firstly, the firm's easily accessible location at 8703 Broadway ensures convenience for San Antonio locals. Being situated on a major thoroughfare makes the office straightforward to find and reach, which is especially important for seniors or those assisting elderly family members who may have mobility challenges. This ease of access contributes to a more stress-free experience during what are often sensitive discussions.
Secondly, and most importantly, the specialized focus on elder law, led by a Certified Elder Law Attorney, Carol Bertsch, directly addresses a critical and growing need within the San Antonio community. As the population ages, issues like Medicaid eligibility, asset protection for long-term care, and comprehensive estate planning become paramount. Bertsch & Boze Elder Law, PC, provides the deep, nuanced expertise required to navigate these intricate legal landscapes, offering locals clarity and peace of mind. The firm's ability to handle complex Medicaid cases, as highlighted by client testimonials, showcases their capacity to tackle challenging situations effectively.
Moreover, the consistent feedback from clients praising the team's "caring and compassionate" nature, along with their knowledge and patience, speaks volumes about the firm's client-centric approach. For locals, this means not just receiving expert legal advice, but also feeling truly supported and understood during vulnerable times. Their community seminars further demonstrate a commitment to empowering San Antonians with knowledge, extending their value beyond traditional legal services.
In essence, for any individual or family in San Antonio seeking empathetic, expert, and accessible legal guidance for elder law, long-term care planning, or estate needs, Bertsch & Boze Elder Law, PC, offers an unparalleled combination of specialized knowledge, a compassionate team, and a deep commitment to the local community, making them an ideal and highly suitable choice.
Location & Map
8703 Broadway, San Antonio, TX 78217, USA
Customer Reviews
(64 reviews)
I came to Bertsch & Boze with a very difficult Medicaid case and though we’ve just begun and the outcome feels far from certain, what I can say for certain is that the people here are very caring and compassionate. I would highly, highly recommend this firm, even if you are not a senior!
Such a warm and helpful team here. My interactions with every staff member has always been a delight! They are knowledgeable, patient and caring to all. They provide very insightful seminars to senior groups to educate about resources and strategies that really make a difference to families and seniors.
Inviting, courteous, and on the ball. Carol was gracious in giving me a “to do” list and offered valuable information. Carol gave me suggestions for contacting professionals to help with my needs. Easy to talk to.
I recently had the pleasure of working with the Law Offices of Carol Bertsch, and I can't recommend them highly enough. Our attorney, Autumn, was outstanding. Her exemplary knowledge of the law was matched only by her kindness and compassion throughout the process. She truly went above and beyond to ensure we felt supported and informed every step of the way. The entire team was professional and attentive, making a potentially stressful situation much easier to navigate. If you're in need of an elder care attorney, I highly recommend the Law Offices of Carol Bertsch—you won't be disappointed.
Carol was great! She helped my client with Estate Planning through a complicated situation. She had creative solutions and was able to provide clear explanations of a roadmap moving forward. I will definitely use her office's services again.
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