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Julianne Kocer

Elder Law Office of Julianne Kocer

Julianne Kocer

Elder Law Office of Julianne Kocer

Julianne Kocer

Elder Law Office of Julianne Kocer

Ms. Julianne Kocer is an Elder Law, Estate Planning, & Disability Planning attorney. She is rated by SuperLawyers, an award granted to only 2.3 percent of attorneys annually statewide.  Julianne is licensed in both Washington State and Minnesota State.  She received her law degree from William Mitchell College of Law in St. Paul, Minnesota and earned her post-doctorate law degree in Elder Law (“LL.M.-Elder Law”), with honors, from Stetson University College of Law in May 2013, a six year Master program covering all areas of elder law.  Julianne is the only attorney in the states of Minnesota and Washington to have earned this advanced law degree.  She is an active member of the Minnesota State Bar Association and Washington State Bar Association.    Julianne assists clients in the legal areas of Asset Preservation, Medical Assistance/Medicaid, Estate Planning, Disability Planning, Special Needs Trusts, Durable Powers of Attorneys containing asset preservation powers, disability programs, trusts, Veteran Benefits, client health care system navigation, elder abuse, trust administration during life and upon death, and estate administration during life and upon death.  She is also a member of the Life Care Planning Law Firm Association and of the National Academy of Elder Law Attorneys having served on the board of its Washington Chapter for over six years in all board positions and as its founding Legislative Chair.   Julianne is a former professor and guest speaker for the University of Washington Extension Program-Social Worker courses.   She served on the executive committee of the Elder Law Section of the Washington State Bar Association where she developed the Section’s first grant program.  Julianne has testified and written opposition papers against legislation negatively affecting seniors and disabled people.  Her first article titled, “Medicaid Planning for Our Seniors,” appeared in the 2002 Educational Manual of Credit Professionals International and her additional publications can be seen in “SENIORguidebook.”  She was named the 2004 NAELA Member of the Year by her fellow colleagues.  Julianne is a frequent speaker on elder law issues, estate planning, and long term care topics for continuing education credit seminars for attorneys, financial planners, insurance agents, and social workers, and speaks often to other professional and community organizations on numerous elder law, estate planning, and disability law issues.   To schedule an appointment for yourself or loved one or a speaking presentation for your community organization, please call our office or email Julianne at info@kocerlaw.com.

Firm Description

Elder Law, Estate Planning & Disability Planing 

  • Elder Law
  • Estate Planning
  • Medicaid/Medical Assistance 
  • Long Term Planning
  • Navigation thru Health Care System 
  • Guardianships
  • Wills and Trusts
  • Taxation
  • Probate and Estate Administration

Hours

Day From To
Monday 8:30 AM 5:00 PM
Tuesday 8:30 AM 5:00 PM
Wednesday 8:30 AM 5:00 PM
Thursday 8:30 AM 5:00 PM
Friday 8:30 AM 5:00 PM

Cost

What Is an Elder Law Attorney?

Main Office

2434 Superior Drive, N.W.
Suite 103
Rochester, MN 55901

301 NE 100th Street
Suite 310
Seattle, WA 98125

40 Lake Bellevue Drive
Suite 100
Bellevue, WA 98005

On the web

View Firm Website


Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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