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  • Nicole Will

Financial Considerations with Attorney Jill Sauber

Updated: Dec 10, 2020


Financial Considerations In Caring For A Loved One with Attorney Jill Sauber


We are joined today by Jill Sauber, managing attorney at Sauber Legal Services. They offer holistic legal representation with 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 talk about the best way to financially prepare for caring for a loved one in your home, can you charge rent, how to manage those living expenses, what process to follow when making financial decisions, what tax implications do we need to consider, and is there a handbook that guides families through this process. We answer those listener questions and give practical insights.


For more information and to contact Jill Sauber, please visit https://sauberlaw.com/


https://www.linkedin.com/company/sauberlaw


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.


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 into 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.


We are not medical professionals and are not providing any medical advice. If you have any medical questions, we recommend that you talk with a medical professional of your choice. willGather has taken care in selecting its speakers but the opinions of our speakers are theirs alone. Thank you for your continued interest in our podcasts. Please subscribe for updates!


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For more information about our podcast & sponsorship opportunities, visit www.willgatherpodcast.com


Nicole Will is our host and founder of willGather.


Apple:

https://podcasts.apple.com/us/podcast/willgather-navigating-the-world-with-your-aging-loved-one/id1508368233#episodeGuid=5882d0c8-28ab-465b-8d6d-505cbfe9850b


Spotify:

https://open.spotify.com/episode/2CDxw81MckEpzeWEECqH4D?si=Q7CNJMisTweUgRA5Bire4w


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