Elder Planning Council Coordinator - David Cole

David Cole

FINANCIAL SERVICES PRACTITIONER, CONSULTANT FOR AGING ISSUES AND ACCREDITED CLAIMS AGENT FOR VETERANS BENEFITS

David Cole is a financial services practitioner, consultant for aging issues and an accredited claims agent approved by the Department of Veterans Affairs. David coordinates the needs of aging seniors by making sure that financial and caregiving issues are covered. He can also obtain benefits and provide funding for those aging seniors who are veterans or the surviving spouses of veterans. Here is a list of some of the issues that David will help with.

  • Consultation with our Elder Law & Medicaid Certified Attorney.
  • Consultations with your retained attorneys and financial or tax professionals.
  • Consultation with our Licensed Geriatric Care Manager.
  • Development of physician statements by our registered Nurse.
  • Use of care contracts for facility or at-home care that are VA and Medicaid compliant.
  • Options for positioning of assets for government benefit qualification.
  • Consultations for benefit compliant strategies to vacate, sell, or rent you residence.
  • Review of existing Power of Attorney revision by our Elder Law attorney for worst-case end-of-life and legacy planning.
  • Assistance in obtaining commercial and community-based Home Health Care services.
  • Assistance with facility placement options guidance and assistance with medicaid planning and application process
  • And much more!

Additional Available Services for Veterans Include:

  • Consultation with a Compensation Advocate regarding an award for veterans benefits.
  • Consultation on assistance for VA burial and assistance with submission of burial claim.
  • VA Medical System consultation to receive access to VA Medical Centers.
  • VA Social Worker consultation for additional care services provided by VA Medical Centers.
  • Assistance in filing a Widow’s Claim if married Veteran predeceases spouse.
  • And much more!

You can reach me at: (919) 825-1300 or go to the Contact page and submit a request.

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