Jan 28, 2021
We are joined today by Jill Sauber, managing attorney at Sauber Legal Services. They offer holistic legal representation and comprehensive estate and elder law services. The focus on making those life transitions easier and her ability to offer great council, provide support, and helpful resources led us to our conversation today. We discuss what to consider when moving a loved one into senior housing at this time, what should they consider when signing agreements, rental and care contracts. Understanding what all of those agreements are and who should sign them. We talk about questions for those families that already have a loved one in a facility what rights do they have to see or spend time with their loved one? Under what circumstances are these visits allowable? Jill Sauber answers very important questions and helps us navigate this process successfully.
Jill Sauber helps clients navigate estate planning (as they focus on asset growth) to long-term care planning (where the focus shifts to asset preservation and care). After a death occurs, she helps resolve contested Will or Trust issues (litigation), counsels on Medical Assistance claims, and guides families through the probate process.
Jill obtained her law degree from the University of St. Thomas School of Law and earned Bachelor of Science degrees from the University of Minnesota in Biology, Physiology, and Mortuary Science. Her background and experience as a licensed mortician provides her with a unique perspective in both estate planning and elder law.
She enjoys a broad-based Estate and Elder Law practice, with emphasis on long-term care planning, asset protection, government benefits, estate planning, estate administration (probate), trusts, litigation, and mortuary law.
The diversity of her practice – both planning and litigation – affords her insight to ensuring that her clients’ wishes are carried out in their final estate planning documents. Her litigation experience includes successfully litigating long-term care insurance disputes, probate and trust disputes, and prosecuting financial exploitation cases.
Jill focuses on special needs planning, which is unique planning for disabled individuals receiving government benefits, designed to ensure continued eligibility for those benefits. She works closely with many attorneys to properly set up and fund Special Needs Trusts and advises on proper distributions out of those trusts to ensure compliance. It is typical that such Special Needs Trusts are established following a large personal injury award, worker’s compensation award, other settlement or inheritance.
You may find Jill volunteering with the Wills for Heroes Program, the Minnesota Assistance Council for Veterans (MAC-V), or other community groups. She is also a participant in the Minnesota Elder Justice Center, a Dementia Champion through the ACT on Alzheimer’s Initiative, and a member of the National Academy of Elder Law Attorneys (NAELA). She is acting Treasurer of the Elder Law Governing Council of the Elder Law Section of the Minnesota State Bar Association, incoming President of the Minnesota NAELA Chapter, and an active member in American Bar Association Senior Lawyers Division committees.
She is a frequent speaker and lecturer on topics related to elder law, financial exploitation, Medical Assistance (Minnesota Medicaid) benefits, capacity/cognitive issues, estate planning, and several other related topics.
In her spare time, she enjoys hiking, yoga, silversmithing, spending time at the dog park with her dog Zoey and hanging out with her husband Jamie at his restaurant brewpub in South Minneapolis.
This has been prepared for general information purposes only. This information is not legal advice. Legal advice is dependent upon the specific circumstances of each situation and your family dynamics. The information contained in this presentation or materials should not replace the advice of competent legal counsel licensed in your state.
Also, see this episode: https://www.willgatherpodcast.com/post/financial-considerations-with-attorney-jill-sauber
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Nicole Will is our host and founder of willGather.