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Elder Law & Medicaid Planning in Charlotte

Elder Law & Medicaid Planning in Concord, NC

Compare 8 Concord elder law and Medicaid planning attorneys. Learn what this work involves, what to check before hiring, and see our ranked guide.

Elder law and Medicaid planning cover the legal work that comes up as people age or face a long-term illness: qualifying for Medicaid to help pay for nursing home or in-home care, protecting a spouse from being wiped out financially when the other needs care, setting up powers of attorney and health care directives, guardianship when someone can no longer manage their own affairs, and asset protection planning done early enough to hold up under Medicaid's look-back rules. It overlaps with general estate planning but requires deeper knowledge of North Carolina Medicaid eligibility rules, income and asset limits, and the five-year look-back period on transfers.

Concord families most often reach for an elder law attorney when a parent's care needs are increasing and the cost of a nursing home or assisted living facility is about to become a monthly reality, or when a crisis (a fall, a stroke, a dementia diagnosis) forces decisions fast. The earlier this planning starts, the more options a family has: done years ahead, it can mean legally protecting a home and savings; done during a crisis, it usually means more limited crisis-Medicaid strategies.

When comparing the 8 attorneys in this category, look for someone who handles Medicaid applications and appeals regularly (not just occasionally as part of a broader estate practice), explains the look-back period and countable vs. exempt assets in plain language, is upfront about fees before you sign anything, and treats the healthy spouse's financial security as part of the plan. Our scoring weighs verified experience, responsiveness, and client feedback so you can compare these firms on more than a search ranking.

See the full ranked list at the best estate planning attorneys in Concord, NC, and read how we score firms on our methodology page.

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

8 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.

Reed and Thompson, PLLC.
#1
92

Reed and Thompson, PLLC.

4.9(191)✓ Google-verified

Clients consistently describe a calm, unhurried consultation process where attorneys like Jordan McIntyre and Amanda Reed break down complex choices into language they can follow. Staff respond quickly to requests and walk families through every document step, adjusting plans without resistance until everything aligns with their wishes. The firm has named partners (Amanda Reed, Emily Thompson) and support staff (Ashley Corn, Brittney Kay, Gabrielle) who handle wills, trusts, powers of attorney, and property transfers into trusts. Reviewers credit the team with turning a traditionally stressful legal task into something bearable and even comfortable.

Probate & Estate AdministrationEstate & Trust LitigationSpecial Needs Planning
Black, Boone & Brasch P.A.
#2
68 low data

Black, Boone & Brasch P.A.

4.1(14)✓ Google-verified

Most clients praise the firm's attentive handling of wills, trusts, and powers of attorney. Staff including Natasha, David, and Steve Grossman earn particular note for professionalism and care during estate and family transitions.

Special Needs PlanningBusiness Succession PlanningWills & Trusts
Brian P. Hayes, Attorney at Law
#3
65 low data

Brian P. Hayes, Attorney at Law

4.7(18)✓ Google-verified

Clients consistently report Brian Hayes handles estate and family legal matters with expertise and speed. Staff like paralegal Shanon build long-term relationships, keeping clients informed and guided through complex problems from wills to real estate deals.

Elder Law & Medicaid PlanningSpecial Needs PlanningBusiness Succession Planning
Elder Law & Estate Planning Solutions
#4
67

Elder Law & Estate Planning Solutions

4.2(17)✓ Google-verified

Clients consistently praise the attorneys, particularly Jazmin Caldwell and Marjory Brown, for translating legal concepts into plain language and showing genuine care during difficult times like elder care planning and probate. However, a subset of recent reviews highlight significant lapses in communication: unanswered calls, delayed responses to messages, and billing issues that left clients frustrated and seeking services elsewhere.

Elder Law & Medicaid PlanningProbate & Estate AdministrationSpecial Needs Planning
Sorrell Law Firm
#5
71 low data

Sorrell Law Firm

5.0(11)✓ Google-verified

All 11 reviewers gave five stars. Rick Sorrell is consistently praised for explaining complex estate matters clearly, taking time to listen, and offering multiple options without pressure. Clients highlight his knowledge, reliability, and compassionate approach, especially when helping families through probate or loss.

Probate & Estate AdministrationEstate & Trust LitigationElder Law & Medicaid Planning

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

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Kraus & Phillips, PLLC
#6
70 low data

Kraus & Phillips, PLLC

4.8(19)✓ Google-verified

Kraus & Phillips earns strong marks for estate and probate work across a five-county area. Most reviewers praise Andrew Phillips, Raven, and Rebecca by name for combining legal skill with genuine empathy during vulnerable times. One older complaint cited unprofessionalism and privacy lapses, but represents a minority view among 19 reviews.

Probate & Estate AdministrationElder Law & Medicaid PlanningSpecial Needs Planning
Medlin & Medlin, PA
#7
62 low data

Medlin & Medlin, PA

4.7(14)

Reviewers consistently praise Steve Medlin for clear explanations, careful attention to detail, and a warm, unhurried approach to estate planning and real estate matters. One early experience with front desk staff was notably poor.

Special Needs PlanningWills & TrustsElder Law & Medicaid Planning
Willett Legal, PLLC
#8
55 low data

Willett Legal, PLLC

5.0(1)✓ Google-verified

One reviewer praised Willett Legal's professional and personable team, highlighting satisfaction with attorney Kathrine Willett.

Elder Law & Medicaid PlanningSpecial Needs PlanningWills & Trusts

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Common questions about elder law & medicaid planning

How much does elder law and Medicaid planning cost in Concord, NC?
Most attorneys in this area charge either a flat fee for a defined project (like a Medicaid application or an asset protection plan) or an hourly rate for ongoing or complex matters. Flat fees for a straightforward Medicaid application often run in the low thousands, while comprehensive asset protection or trust-based planning costs more depending on the complexity of the estate. Ask for a written fee agreement upfront rather than relying on a verbal estimate.
How often do people need to update this kind of plan?
Review it after any major life event: a diagnosis that changes care needs, a spouse's death, a move, or a significant change in assets. Even without a triggering event, a check-in every 3 to 5 years is reasonable since Medicaid rules and asset limits do change over time.
What should I expect at a first meeting with an elder law attorney?
Expect to bring a list of assets, income sources, and existing legal documents (any prior will, power of attorney, or trust). A good attorney will ask about the care situation, explain whether Medicaid, VA benefits, or private-pay planning fits best, and lay out a timeline given North Carolina's five-year look-back rule before quoting fees.
How can I judge the quality of an elder law attorney before hiring one?
Look for board certification or a stated elder law focus rather than a general practice that occasionally handles these cases, ask how many Medicaid applications they've filed in the last year, and check whether they explain both the legal strategy and the practical timeline clearly. Client reviews that mention responsiveness during a stressful, time-sensitive situation are a good signal.

Last updated 2026-09-02