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Elder Law & Medicaid Planning in Charlotte

Elder Law & Medicaid Planning in Charlotte, NC

Compare 22 Charlotte elder law and Medicaid planning attorneys. Learn what this work covers, what to check before hiring, and how our rankings score firms.

Elder law and Medicaid planning covers the legal work families need as a parent or spouse ages: qualifying for Medicaid to pay for a nursing home or assisted living without losing everything to the cost of care, setting up powers of attorney and health care directives before a crisis hits, guardianship and conservatorship when someone can no longer manage their own affairs, and protecting a house or savings from being wiped out by long-term care bills. In North Carolina, Medicaid has strict asset and income limits, and the rules around look-back periods, spousal impoverishment protections, and countable versus exempt assets are technical enough that a wrong move can cost a family months of eligibility or thousands of dollars. This is different from general estate planning: it's less about who inherits what and more about paying for care now while preserving what's left for a spouse or the next generation.

When comparing attorneys in this category, look for someone who handles Medicaid applications and appeals regularly, not as a side item to a general estate practice. Ask how they structure asset protection (irrevocable trusts, annuities, spend-down strategies), whether they coordinate with the nursing home or assisted living facility's billing office, and how they charge: flat fee for a Medicaid application versus hourly for ongoing planning. A good elder law attorney should also be comfortable explaining the five-year look-back period in plain terms and should ask about your family's full financial picture before recommending a strategy.

Charlotte has 22 attorneys and firms listed in this category. Our ranked guide to Charlotte estate planning attorneys scores firms on factors like experience with Medicaid and long-term care cases, client feedback, responsiveness, and transparency around fees, so you can shortlist firms suited to elder law specifically rather than starting from scratch. Details on how we weigh each factor are on our methodology page.

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All elder law & medicaid planning in Charlotte, NC, ranked by score and relevance

22 businesses, scored on recent reviews. The order weighs each business's overall score by how much of its reviewed work is elder law & medicaid planning, so a lower-scored specialist can rank above a higher-scored generalist.

McIntyre Elder Law
#1
92

McIntyre Elder Law

4.9(609)✓ Google-verified

Clients consistently report quick responses and thorough consultations. Haley Matson and her staff earn praise for explaining estate and probate law clearly, answering questions patiently, and maintaining a professional yet reassuring tone through sensitive planning conversations. The firm handles wills, trusts, asset protection, Medicaid planning, probate administration, and litigation. Reviewers note staff are friendly and organized, with initial meetings described as well-prepared and unhurried. Many recommend the firm specifically for estate planning needs.

Elder Law & Medicaid PlanningEstate & Trust LitigationSpecial Needs Planning
Linville Law Office, PLLC
#2
79

Linville Law Office, PLLC

4.9(22)✓ Google-verified

Judy Linville and her team guide clients through estate planning with clear explanations and thorough planning. Staff including Cindy Lynn, Corey Jones, and Amanda Hand handle elder law, Medicaid issues, and trust administration with responsiveness and compassion. One client reported a lapse in communication after a paid initial consultation, though the vast majority of reviews praise quick responses and professional follow-up.

Wills & TrustsEstate Planning AttorneyProbate & Estate Administration
Law Office of Kelli Y. Allen, PLLC
#3
89

Law Office of Kelli Y. Allen, PLLC

4.9(117)✓ Google-verified

Clients consistently report smooth, stress-free experiences with this immigration law firm. Staff members like Berna Chacon, Shelby Hansen, and Benjamin Leach guide clients through complex processes with clarity, honesty, and genuine care. The office excels at family-based immigration, green cards, citizenship, and custody matters, keeping clients informed at every step. Multiple reviewers credit specific staff with transforming intimidating legal situations into manageable ones. Clients feel prioritized rather than treated as transactions, with particular praise for the team's knowledge of immigration law and ability to explain complex procedures in plain language.

Elder Law & Medicaid PlanningSpecial Needs PlanningWills & Trusts
Perrin Legal
#4
91

Perrin Legal

5.0(103)✓ Google-verified

Christian Perrin and his team guide clients through estate planning with patience and precision, walking them through options and explaining complex law changes in straightforward terms. Their process is organized and fast: most clients move from initial consultation to signed, witnessed documents within two to three weeks, with prompt answers to follow-up questions and genuine warmth throughout. Staff members (including Courtney and Courtni) actively manage the timeline and keep communication flowing. Clients consistently report feeling heard, comfortable, and confident in their final documents, whether updating decades-old plans, creating their first will, or handling complicated family situations.

Estate & Trust LitigationSpecial Needs PlanningWills & Trusts
Orsbon & Fenninger, LLP
#5
89

Orsbon & Fenninger, LLP

5.0(115)✓ Google-verified

Cyndy Fenninger and Perry Coumas lead a firm clients trust with sensitive estate matters. Most describe straightforward consultations where attorneys explain documents in plain language, making overwhelming processes manageable. Staff-especially Valencia at the front desk-create a comfortable environment. One early interaction with a receptionist fell short on courtesy, though the broader pattern shows consistent warmth across the team. Reviewers name specific strengths: Cyndy's 30 years of experience, willingness to work through complex family dynamics, and follow-up care through probate. Clients appreciate that the firm guides them from initial planning through execution, with attorneys making time for thorough questions and walking families through paperwork during loss.

Wills & TrustsEstate & Trust LitigationSpecial Needs Planning

Let us connect you with elder law & medicaid planning in Charlotte, NC

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Johannesmeyer & Sawyer PLLC
#6
88

Johannesmeyer & Sawyer PLLC

4.9(130)✓ Google-verified

Clients consistently report feeling heard and informed. Staff explain legal concepts in plain language, take time to listen, and move cases forward quickly. Free initial consultations and named attorneys like Rob, Dosson Smalley, and Rich Paul appear throughout recent feedback, with the firm earning praise for efficiency from intake through completion.

Wills & TrustsElder Law & Medicaid PlanningEstate & Trust Litigation
North Carolina Estate Planning & Fiduciary Law
#7
86

North Carolina Estate Planning & Fiduciary Law

4.9(50)✓ Google-verified

Reviewers consistently describe straightforward, well-explained estate planning and probate work that removes stress from difficult decisions. Jim Hickmon and his team walk clients through trusts, wills, and multi-state estate settlements with patience, asking the right questions to uncover all needs and ensuring clients understand every step. Named staff (Ashley, Whitney) and the firm's board-certified attorneys combine legal expertise with financial planning credentials. Clients repeatedly mention how the office handles complex court filings and documentation with precision, remaining accessible even through years-long estate administration challenges.

Wills & TrustsElder Law & Medicaid PlanningEstate & Trust Litigation
Law4Veterans.com. Joseph M. Bochicchio, PLLC
#8
84

Law4Veterans.com. Joseph M. Bochicchio, PLLC

5.0(28)

Joseph M. Bochicchio and case manager Stella Baker guide disabled veterans through VA disability claims with step-by-step clarity and genuine care. Reviewers consistently report being treated as individuals rather than files, with the team translating confusing VA processes and winning rating increases from 10% to 100% permanent disability across years of appeals and hearings.

Wills & TrustsEstate Planning AttorneyElder Law & Medicaid Planning
The Potter Law Firm
#9
78 low data

The Potter Law Firm

5.0(21)✓ Google-verified

All 17 reviews are five-star. Clients consistently praise John Potter and staff (Robin, Donna) for combining deep legal knowledge with patience and personal attention. Families describe the estate-planning process as intuitive and stress-free despite complexity.

Elder Law & Medicaid PlanningEstate & Trust LitigationWills & Trusts
Collins Family & Elder Law Group
#10
82

Collins Family & Elder Law Group

4.9(50)✓ Google-verified

Clients consistently experience attentive, knowledgeable counsel from named attorneys like Kristen Leonard, Patti Tutone, and Ali Miller, who explain legal matters plainly and prioritize family welfare. Staff follow up regularly, remain available throughout cases, and approach difficult situations with genuine care rather than rushing to bill hours.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Collins Family & Elder Law Group
#11
64 low data

Collins Family & Elder Law Group

5.0(13)✓ Google-verified

All 11 available reviews are five-star. Clients consistently highlight the firm's expertise and integrity, particularly Jessica Price's ability to identify legal options and provide attentive representation during difficult family law matters.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Thomas J. Gorman, P.A.
#12
81 low data

Thomas J. Gorman, P.A.

4.8(59)✓ Google-verified

Tom Gorman and his team come prepared to every meeting, turning estate planning into a straightforward, educational process. They field calls quickly, explain legal matters in everyday language, and deliver polished documents on schedule.

Special Needs PlanningWills & TrustsEstate Planning Attorney
Davies Law, PLLC
#13
61 low data

Davies Law, PLLC

5.0(6)✓ Google-verified

Janice Davies and her team handle estate matters with deep knowledge and calm professionalism. Clients return because they feel heard and confident their affairs are in expert hands.

Wills & TrustsProbate & Estate AdministrationEstate Planning Attorney
Law Office Of Montgomery and Hart, PLLC
#14
74

Law Office Of Montgomery and Hart, PLLC

4.6(52)✓ Google-verified

Attorney Hart earns consistent praise for making complex legal processes feel straightforward and manageable, especially in estate planning and probate work. Clients repeatedly note her ability to explain matters clearly, answer all questions, and provide steady support without making them feel rushed. However, a smaller but vocal group reports significant gaps in responsiveness after initial consultations, with multiple follow-up attempts going unanswered for weeks or months, and concerns about billing accuracy and professionalism in refund handling. Recent reviews from the past two months paint a more positive picture, highlighting patience and clear communication through probate and estate planning. Older one-star reviews detail extended silence after paying consultation fees, missed follow-through on promised title searches and document sharing, and perceptions of disorganization that left clients feeling their cases were not a priority.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Conrad Trosch & Kemmy
#15
61 low data

Conrad Trosch & Kemmy

4.1(12)✓ Google-verified

Reviewers report strong representation from named attorneys including Lou and Eric Trosch, with praise for accessibility and guidance through complex matters. One-star complaints allege unprofessional conduct and advice that harmed the client's position.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Grabowski & Lipack Law Firm, PLLC
#16
80 low data

Grabowski & Lipack Law Firm, PLLC

5.0(30)✓ Google-verified

Clients consistently experience a responsive, detail-focused team across real estate, business, and estate matters. Austin Grabowski and staff handle closings and transactions efficiently while taking time to explain decisions and catch issues others miss.

Wills & TrustsEstate Planning AttorneyElder Law & Medicaid Planning
Law Office of Nancy L. Roberts, PLLC
#17
60 low data

Law Office of Nancy L. Roberts, PLLC

5.0(4)✓ Google-verified

Nancy Roberts guides clients through estate planning and complex family situations with patience and clarity. Her knowledge of the legal process, genuine care, and willingness to see matters through make her a trusted advisor for difficult decisions.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
The Rizzo Law Firm, PLLC
#18
59 low data

The Rizzo Law Firm, PLLC

3.6(17)✓ Google-verified

Clients who worked with Scott Rizzo on wills and estate planning report feeling well-guided and confident in their documents. Serious concerns persist about communication gaps: some clients faced missed meetings, unreturned calls after cases closed, and dismissive responses when raising issues.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Beth Sibley Law Offices, PLLC
#19
61 low data

Beth Sibley Law Offices, PLLC

4.0(7)✓ Google-verified

Most callers praise the firm's warm reception and knowledge of elder law and estate planning. A pair of older reviews from immigration work flag incomplete case preparation and missed steps, though the firm responded quickly to calls.

Wills & TrustsEstate Planning AttorneyElder Law & Medicaid Planning
The Law Offices Of Jonathan S. Frank, PC
#21
40 low data

The Law Offices Of Jonathan S. Frank, PC

2.0(4)

Limited review evidence. Two reviewers report unfunded trusts with hidden charges, unresponsive staff, withheld documents, and guidance that conflicted with other attorneys' assessment. One reviewer called the principal a nice person but not recommended.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney

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Common questions about elder law & medicaid planning

How much does Medicaid planning cost in Charlotte, NC?
Flat fees for a Medicaid application and basic eligibility planning commonly run from around $2,500 to $6,000, while more involved asset protection work using trusts can cost more depending on complexity. Some attorneys bill hourly instead, so ask for a written fee agreement before signing on.
When should a family start elder law planning?
Ideally before a health crisis forces a move to a nursing home, since North Carolina's Medicaid look-back period examines financial transfers made in the five years before applying. Waiting until care is already needed limits your options and can delay eligibility.
What should I expect at a first meeting with an elder law attorney?
Expect to bring a full picture of income, assets, existing wills or powers of attorney, and any long-term care insurance. The attorney should walk through Medicaid eligibility rules, flag any transfers that could trigger a penalty period, and lay out a plan with a clear cost estimate before you commit.
How do I judge whether an elder law attorney is any good?
Look for regular, current experience with Medicaid applications in North Carolina specifically (rules vary by state), clear answers about the look-back period and spousal protections, and a fee structure explained upfront. Client reviews mentioning responsiveness and follow-through during a stressful care transition are a strong signal.

Last updated 2026-09-02