Jeff Bellomo started his estate planning and elder care law firm with a commitment to educating people so that they could make the best possible decisions for themselves and their loved ones. Today, free workshops form the foundation of this "education first" philosophy. Five different workshops are available, which enable attendees to focus on their specific areas of interest.
Attending a workshop helps people understand key terminology and care systems and sets the stage for a more personalized consultation. The free follow-up consultation enables a more detailed discussion based on the unique needs of each person or family. It also provides transparent pricing information in advance should the potential client decide to move forward with the planning process.
In short, the workshops are designed to help people achieve the best possible personal and financial outcomes for themselves and their families.
Key Takeaways
Takeaway 1: Workshops are free of charge – 01:00
- Free workshops are available for estate planning, Medicaid, special needs planning, probate administration, and trust administration
- Each workshop lasts two hours or less
- Attending a workshop qualifies a person for a free initial consultation to determine if the team can help and, if so, discuss the cost of service
- A person can skip the workshop and pay for an initial consultation, but this is not recommended
Takeaway 2: Workshops follow Jeff's "education first" philosophy – 02:10
- What are the different types of elder care? How do we pay for care? What is hospice? Is government funding available? Will we lose the family home?
- Clients deserve answers to basic questions and pricing information before they commit to working with an attorney
- Jeff has a law degree, a master's degree in taxation, and certification in estate planning and elder law
- As a young lawyer, Jeff knew that he did not agree with standard legal billing practices
- Educating clients can alleviate the stress that some people feel when dealing with attorneys and legal issues
Takeaway 3: The free workshops and the follow-up consultation help clients make better informed decisions – 10:17
- The workshop education model comes from a national organization, Lawyers with Purpose
- Workshops can be attended in person (York or Lancaster) or online
- Legal matters outside the scope of Bellomo & Associates (e.g., family law or guardianship situations) are referred to other attorneys
- Office hours: Monday – Thursday from 8:30-12:00, 1:00-5:00 and on Friday from 8:30-12:00, 1:00-2:00
Links and Resources Mentioned
Lawyers with Purpose
https://www.lawyerswithpurpose.com/
Connect with Bellomo & Associates on Social Media
LinkedIn: https://www.linkedin.com/in/bellomoandassociates
Ways to work with Jeff Bellomo
Contact Us: https://bellomoassociates.com/contact/ Practice areas: https://bellomoassociates.com/practice-areas/
