LAW OFFICES OF

SUSANNE B. COHEN

Specializing in elder financial abuse litigation, conservatorships, trust and estate administration, and estate and special needs planning

 

PRACTICE

AREAS

FINANCIAL ABUSE LITIGATION

 

When an elder or dependent adult suffers financial abuse, we provide case analysis, representation and legal action to stop further abuse and pursue restitution and damages. 

ESTATE PLANNING

 

We help you plan for what will happen in the event of incapacity and death, work with you on an individual plan that meets your needs and provides security for you and the people you care about, and equip you with the documents and advice you need to carry out your plan.

TRUST AND ESTATE ADMINISTRATION 

Being a trustee or estate administrator is a tough and important job.  We help you carry out your fiduciary duties by providing advice, representation, and court action in both private and court supervised trusts and probates.

SPECIAL NEEDS TRUSTS

We help with planning for inheritances, legacies and settlements for people who receive public benefits, including establishing and administering special needs trusts and meeting on-going court supervision requirements. 

LONG-TERM CARE PLANNING

 

Meeting the high cost of long-term care can be daunting.  We analyze your needs and resources, and advise you on how Medi-Cal, Medicare, long-term care insurance and VA benefits can help you and your loved ones get needed care.

 
TRUST AND ESTATE LITIGATION AND CONFLICT RESOLUTION

We advise and represent heirs and beneficiaries to determine and assert their rights in probate and trust administration cases in court, arbitration and mediation settings.  With effective conflict resolution, court action can often be avoided or curtailed. 

OUR LEGAL TEAM

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SUSANNE B. COHEN
ATTORNEY

Tel: 415-788-0235 

scohen@scohenelderlaw.com

My practice specializes in representing and protecting the interests of elders and people with disabilities, including conservatorships and trust administration, elder financial abuse, trust and estate conflict resolution and litigation, long-term care and estate planning, and special needs trusts.

I am driven to help aging and disabled individuals maintain optimum independence and to assist their families in supporting their needs and caring for their loved ones. I represent individuals and professional fiduciaries in court supervised conservatorships, trust and probate administration, elder and dependent adult financial abuse litigation cases.  

I'm a former legal services attorney with 28 years of experience specializing in aging and disability issues, serving as a staff attorney at Legal Aid of San Jose, Legal Assistance for Seniors in Oakland, California Rural Legal Assistance in Modesto, and The Arizona Center for Disability Law.  I opened this law practice in 2000.

Ann has over 31 years of experience as a paralegal and law office administrator.  She brings her practical and results-oriented approach to all aspects of the firm's estate and special needs planning, trusts and estates administration and litigation cases.  She is passionate about advocating for clients and helping to pursue and obtain the legal remedies and benefits they are entitled to.  Her own experience as a family caregiver makes her especially understanding of our clients’ needs.  Ann completed her paralegal studies at Skyline College. 

ANN M. STANTON
PARALEGAL

Tel: 415-788-0235

astanton@scohenelderlaw.com

CONTACT

LAW OFFICES OF SUSANNE B. COHEN

OUR ADDRESS

San Francisco

354 Pine Street, 7th Floor 

San Francisco, CA 94104​
Tel:  415-788-0235

Fax:  415-788-0236

East Bay

1936 University Avenue, Suite 380

Berkeley, CA 94704

Tel: 510-540-6333

Fax: 510-540-6305

For any general inquiries, please fill in the following contact form:

 
 

PUBLICATIONS

& TRAININGS

 
PUBLICATIONS
  • Continuing Education of the Bar (CEB) Conservatorships, Chapter 6 - Temporary Conservatorships

  • CEB Elder Law Resources, Chapter 1 - The Elder Law Office (Priscilla Camp, co-author)

  • CEB Elder Law Resources, Chapter 9 - Basic Medi-Cal

  • CEB Complete Plans for Small and Midsized Estates, Chapter 9 - Problematic Situations (Kevin Urbatsch and Robert L. Harrison, co-authors), Medi-Cal Planning Issues

  • Matthew Bender Practice Guide, California Trust Litigation, Chapter 11 - Asserting or Defending a Claim of Financial Abuse of an Elder or Dependent Adult Against a Trustee  

  • Matthew Bender, California Pleading & Practice, Chapter 5 - Abuse of Minors, Elders & Dependent Adults

TRAININGS & PRESENTATIONS 

  • Special Needs Planning Symposium, Fiduciary and Attorney Teamwork in Stopping Financial Abuse and Recovering Assets, February 8, 2019

  • National Business Institute (NBI), Trusts: The Ultimate Guide, Medicaid Planning and Special Needs Trusts, June & December 2018

  • PFAC Annual Conference, Fiduciary and Attorney Teamwork in Stopping Financial Abuse and Recovering Assets, May 31, 2018

  • Legal Assistance for Seniors Elder Abuse Conference, Taking Action, Safeguarding the Elder, Investigating and Pursuing Elder Abuse Legal Remedies, May 22, 2018

  • CEB Medi-Cal Eligibility Webinar, April 30, 2018

  • Special Needs Planning Symposium, Professional Ethics for Attorneys and Fiduciaries,  February 19, 2018

  • National Business Institute (NBI), Trusts: The Ultimate Guide, Medicaid Planning and Special Needs Trusts, December 2017

  • NorCal PFAC Training Day, What Every Practitioner Needs to Know About Elder Abuse, August 2017

  • Alameda County Bar Association (ACBA), What Every Practitioner Needs to Know About Elder Abuse, July 2017  

  • PFAC Annual Conference, Advanced Professional Ethics for Fiduciaries and the Professionals They Work With, June 2017

  • East Bay Trusts and Estates Lawyers (EBTEL) Serving As Guardian ad Litem Panel - October 2016

  • Legal Assistance for Seniors Elder Abuse Conference, Professional Ethics for Attorneys, Fiduciaries, Real Estate Professionals - May 2016

  • CEB Webinar, The Elder Law Office - March 2016

  • National Business Institute (NBI) Probate Boot Camp, Marshaling & Valuing the Estate - December 2015

  • CEB Planning for Small and Midsized Estates Panel - December 2015

  • EBTEL Elder Financial Abuse Litigation -  Summer 2015

  • NBI Medi-Cal Planning - May 2015

  • CEB and BASF Conservatorships - The Basics - Spring 2014

CONSERVATORSHIPS

 

We help you decide when to step in as conservator or guardian, get you appointed by the court, and advise and assist you in carrying out your duties, including meeting the requirements of on-going court supervision.  

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© 2017 by Law Offices of Susanne B. Cohen