Our Elder Law Concierge Services

Planning for Incapacity

  • Disability planning, including use of durable powers of attorney, living trusts, health care directives, and other means of delegating management and decision-making to another in case of incompetency or incapacity.

Preservation & Transfer of Assets

  • Seeking to avoid spousal impoverishment when a spouse enters a nursing home
  • Medicaid
  • Medicare claims and appeals
  • Social Security and disability claims and appeals

Administration and Management

  • Administration and management of trusts and estates
  • Trustee services

Assisted Living

  • Long-term care placements in nursing home and life care communities
  • Nursing home issues including questions of patients' rights and nursing home quality
  • Assisted Living contractual review and recommendation

Why HBM?

Mr. Marrero focuses his practice on the legal needs of seniors


HBM works with a variety of tools and techniques that specifically meet the goals and objectives of the older client


HBM uses a holistic approach to legal advice, taking into consideration the key issues facing seniors: housing, financial well-being, health and long-term care, and autonomy/quality of life


We take into account and empathize with some of the physical and mental difficulties that often accompany the aging process


HBM is iced into a system of social workers, psychologists, and other elder care professionals who may be of assistance to you


Have a Question? Contact Us.

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Hilmoe, Bertier & Marrero, LLP

12526 High Bluff Dr, Ste 300, San Diego, CA 92130

(800) 941-4807