What is a Certified Elder Law Attorney, and Why Does It Matter?
[This article first appeared on the blog of Certified Elder Law Attorney Jeffrey Marshall, from Pennsylvania. It is reprinted here with his permission.]What is a Certified Elder Law Attorney (CELA), and Why Does it Matter
5 lawyers with Marshall, Parker and Associates
have achieved the status of certified elder law attorney (CELA). That is
more than any other law firm in the nation. But what does that
certification mean. Certifications are a dime a dozen aren't they?
It’s true that many senior certifications are pretty much meaningless. They may signify nothing more than that the advisor took a marketing course and paid a fee to become "certified". The risk that consumers may be mislead into believing that the advisor has some special knowledge or ability is not insubstantial. A provision in the recently enacted Wall Street Reform Law and Consumer Protection Act orders the Comptroller General to conduct a study of "the possible risk posed to investors and other consumers by individuals who otherwise use titles, designations, or marketing materials in a misleading way in connection with the delivery of financial advice." (Section 919C(b)(4)).
It’s true that many senior certifications are pretty much meaningless. They may signify nothing more than that the advisor took a marketing course and paid a fee to become "certified". The risk that consumers may be mislead into believing that the advisor has some special knowledge or ability is not insubstantial. A provision in the recently enacted Wall Street Reform Law and Consumer Protection Act orders the Comptroller General to conduct a study of "the possible risk posed to investors and other consumers by individuals who otherwise use titles, designations, or marketing materials in a misleading way in connection with the delivery of financial advice." (Section 919C(b)(4)).
On the other hand, some certifications do
signify that the holder has been proven to hold a special degree of
skill and knowledge. Such certifications can be quite valuable and
reassuring to the consumer who is searching for expert assistance. This
is the case with the CELA designation.
A CELA is a lawyer who has met the high
standards required for certification as an elder law specialist by the
National Elder Law Foundation. In order to attain certification as a
CELA, lawyers are required to pass an elaborate screening process that
includes a day-long written examination, at least 16 hours per week
practicing elder law and at least 60 elder law matters during the three
years preceding the application, peer references from 5 other elder law
attorneys, and continuing legal education. Few lawyers have the
knowledge required to become certified. The passage rate on the
certification exam in recent years has been under 30%.
Elder law is the distinct legal field which
concentrates on the special circumstances and needs of older and
disabled persons. Areas within the elder law specialization include estate planning, wills, estates, trusts, guardianships, special needs planning for disabled children, powers of attorney and health care directives, retirement planning, and the protection of assets from taxes and from nursing home costs.
CELA certification by the National Elder Law Foundation is the only
accepted certification in the field of Elder Law. In Pennsylvania, the
certification process has been reviewed and approved by the Pennsylvania
Supreme Court and The American Bar Association. The Pennsylvania
Supreme Court only permits lawyers who have met the rigorous
certification standards of the National Elder Law Foundation to state
that they are certified specialists in elder law and to use the "CELA"
professional designation.
The Pennsylvania Supreme Court has stated
that the CELA professional designation provides a measure of assurance
to the public that the attorney has an in-depth working knowledge of the
legal issues that impact the elderly. But you need to be aware that there is a major distinction between lawyers who say they are "elder law attorneys" and "Certified
Elder Law Attorneys." Any lawyer can say he or she practices "elder
law." And there are quite a few lawyers who hold themselves out as being
"elder law attorneys" but who have little or no experience in this
area of practice. They are merely trying to "cash in" on a business
opportunity at your expense. To protect yourself, you need to make sure
that your elder law attorney verifies that they are Certified in Elder Law.
So, while certifications are sometimes meaningless or worse, they do provide you with valuable information when you are choosing a lawyer. When you need legal planning services for an aging or disabled individual, it makes good common sense for you to look for a Certified Elder Law Attorney.
So, while certifications are sometimes meaningless or worse, they do provide you with valuable information when you are choosing a lawyer. When you need legal planning services for an aging or disabled individual, it makes good common sense for you to look for a Certified Elder Law Attorney.
Certification In Elder Law Available To Attorneys
Tucson, Ariz. - The National Elder Law Foundation, through its Board of Certification (Board), has announced a program ...
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