Montana Elder Law

Montana Elder Law helps Montana families navigate aging, long-term care, and asset protection through elder law and estate planning services. Founded in 2012, the firm specializes in Medicaid planning to protect assets from nursing home costs and serves communities across Montana including Missoula, Great Falls, Kalispell, and Helena. Owner Steve offers straightforward advice and flat-fee arrangements with a 4.9 Google rating based on 131 reviews.

About

Montana Elder Law helps Montana families secure their legacies and navigate the complex legal landscape of aging, long-term care, and asset protection. Founded in 2012 by Steve, the firm has built deep roots serving communities across the state, including Missoula, Great Falls, Kalispell, and Helena.

The firm specializes in elder law and estate planning, with particular expertise in Medicaid planning designed to protect assets from nursing home costs. Montana Elder Law guides clients through the creation of wills, trusts, powers of attorney, and comprehensive estate plans tailored to individual family circumstances. The practice also serves as a resource for probate and estate administration, offering compassionate guidance to families navigating Montana's probate process during difficult transitions.

A significant portion of the firm's work centers on Medicaid planning, which requires careful timing and strategy given federal look-back periods that examine financial transactions. Montana Elder Law advises clients that planning ideally begins at least five years before anticipated long-term care needs, allowing time to legally restructure assets and establish protective trusts. The firm also handles crisis Medicaid planning for those facing immediate care needs, employing strategies to preserve assets even under compressed timelines.

Special needs planning is another core service area. The firm structures special needs trusts to protect government benefits like Supplemental Security Income and Medicaid for disabled individuals, enabling families to leave inheritances, life insurance proceeds, and gifts without disqualifying beneficiaries from means-tested programs. These trusts allow protected funds to cover supplemental expenses—education, therapy, recreation, and quality-of-life enhancements—that government benefits do not address.

Steve approaches legal practice with a philosophy centered on people rather than paperwork. He offers straightforward advice and flat-fee arrangements, reflecting a commitment to transparency and accessibility. His advanced training in elder law combines with a genuine dedication to understanding each family's unique circumstances and concerns. The firm's service model emphasizes client-centered care, meeting people where they are and addressing the real anxieties surrounding long-term care, asset protection, and family security.

Montana Elder Law maintains a 4.9 Google rating based on 131 client reviews, reflecting consistent client satisfaction. The firm can be reached at (406) 510-1243 or through its website to schedule a consultation and begin the process of safeguarding your family's future.

Overview compiled from the firm's website