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AI Tools for Elder Law Attorneys
AI tools that help elder law attorneys research Medicaid rules, find guardianship case law, investigate elder financial abuse, and plan estates.
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Individual Asset Limit
$2,000 countable assets
Community Spouse Resource Allowance
$30,828 – $154,140 (indexed)
Minimum Monthly Maintenance Needs
$2,555/month
Look-Back Period
60 months from application date
Penalty Divisor
$10,809/month (2025 average nursing cost)
Medicaid planning and eligibility research
Research current Medicaid asset limits, income thresholds, look-back period rules, and spousal impoverishment protections by state. Stay current on rule changes and penalty period calculations for accurate client planning advice.
What are the 2025 Medicaid eligibility rules for long-term care in Texas? Specifically the asset limit, community spouse resource allowance, and minimum monthly maintenance needs allowance.
2025 Texas Medicaid LTC: Asset limit $2,000 (individual). Community Spouse Resource Allowance: $30,828 to $154,140 (indexed). MMMNA: $2,555/month. 60-month look-back applies. Penalty period: transfer amount divided by $7,848 (average nursing facility cost). PACE program available in select counties.
ToolRouter research
Asset Limit
$2,000 (individual)
CSRA
$30,828 – $154,140
MMMNA
$2,555/month
Look-Back Period
60 months
Penalty Divisor
$7,848/month
Guardianship and conservatorship case law
Research case law on contested guardianship proceedings, restoration of rights, limited guardianship, and the rights of alleged incapacitated persons. Find controlling precedent in your jurisdiction.
Find recent California appellate decisions on limited conservatorship for adults with developmental disabilities. What factors do courts emphasize when determining the least restrictive alternative?
Found 7 decisions (2020-2024). Dominant standard: Conservatorship of Ramirez (2023, 2nd DCA) — courts must find less restrictive alternatives inadequate before appointing conservator. Key factors: supported decision-making agreements, healthcare directives, and professional assessments of functional capacity.
ToolRouter search_cases
CaseCourtYear
Conservatorship of Ramirez2nd DCA2023
In re: Guardianship of Torres5th DCA2022
Conservatorship of Kim1st DCA2021
7 decisions · 2020–2024
Elder financial abuse investigation
Investigate suspected financial abuse by screening suspected abusers for fraud history, criminal background, and regulatory actions. Identify patterns of predatory conduct and build evidence for civil or criminal referrals.
My client's caregiver convinced her to change her power of attorney and transfer $85,000 to his account. Research James Whitfield (DOB 1978, Texas) for any prior fraud, financial crimes, or professional license issues.
Found significant history. James Whitfield convicted of theft in 2014 (Texas, 3rd degree felony, probation). Texas Home Health Aide license revoked 2019 for client financial exploitation. 2 civil judgments for fraud (2016, 2018, both uncollected). Current address matches POA filing. Report immediately to APS and DA.
ToolRouter screen_person
Criminal Record
Theft · 3rd degree felony · 2014
License History
Home Health Aide license revoked 2019
Civil Judgments
2 fraud judgments · 2016 & 2018
Regulatory Actions
No FINRA/SEC findings
ToolRouter deep_search
RecordDateJurisdiction
Theft conviction2014Travis County TX
Fraud judgment2016Harris County TX
Fraud judgment2018Dallas County TX
Drug information for capacity assessments
Research the cognitive effects of medications your elderly clients are taking. Understand drug interactions, cognitive impairment risks, and how specific medications may affect testamentary capacity at the time a document was signed.
My client signed a new will and POA while prescribed Ambien 10mg, Ativan 2mg, and Tramadol 50mg. Research the known cognitive effects of this combination on testamentary capacity.
Significant concern. All three are CNS depressants — combined use creates additive sedation risk. Ativan (benzodiazepine) is associated with anterograde amnesia at 2mg dose. Tramadol can cause confusion in elderly patients. This combination at therapeutic doses could impair memory, judgment, and understanding — directly relevant to capacity at signing.
ToolRouter lookup_drug
Ambien (zolpidem)
Sedative-hypnotic — anterograde amnesia at therapeutic doses in elderly
Ativan (lorazepam)
Benzodiazepine — significant memory and judgment impairment at 2mg
Tramadol
Opioid analgesic — confusion and cognitive dulling common in elderly
Combined CNS Risk
Triple CNS depressant combination — high capacity impairment risk
Long-term care facility research
Research nursing homes and assisted living facilities for your clients — CMS star ratings, recent inspection results, staffing levels, and complaint history. Help families make informed placement decisions.
Research the top-rated skilled nursing facilities within 15 miles of my client's home in Scottsdale, AZ 85251. Include CMS star rating, recent inspection results, and any abuse or neglect violations.
Found 12 SNFs in range. Top rated: Scottsdale Healthcare SNF (5 stars, 0 abuse violations last 2 years). Avoid: Desert View Care (2 stars, 3 staffing deficiencies cited 2024, 1 abuse allegation under investigation). Average CMS rating in Scottsdale: 3.4 stars — above state average.
ToolRouter search_places
1
Scottsdale Healthcare SNF
5 ★ CMS · 0 abuse violations
2
Villa de Paz Rehab Center
4 ★ CMS · accepts Medicaid
3
Scottsdale Osborn SNF
4 ★ CMS · last inspected Feb 2025
4
Desert View Care Center
2 ★ CMS · 3 staffing deficiencies 2024
Social Security and Medicare research
Research current Social Security benefit rules, Medicare coverage limitations, and coordination with Medicaid for clients navigating the transition from Medicare to long-term care Medicaid.
Explain the interaction between Medicare and Medicaid for a 78-year-old client entering a skilled nursing facility. When does Medicare coverage end and Medicaid begin? What are the 2025 cost-sharing figures?
Medicare Part A SNF coverage: Days 1-20 (100%), Days 21-100 ($209.50/day coinsurance 2025). After Day 100: Medicare ends. Medicaid picks up if client meets financial eligibility (asset spend-down required). Client must apply before Day 100 to avoid coverage gap. Estimated spend-down period with $180K in countable assets: 22 months at $7,800/mo average cost.
ToolRouter research
Medicare Days 1–20
100% covered (no copay)
Medicare Days 21–100
$209.50/day coinsurance (2025)
After Day 100
Medicare ends — Medicaid eligibility required
Asset Spend-Down
Est. 22 months at $7,800/mo average cost
Action Required
Apply before Day 100 to avoid coverage gap
Ready-to-use prompts
Medicaid planning research
What are the current Medicaid long-term care eligibility rules in Georgia for 2025? Include asset limits, income limits, community spouse resource allowance, the look-back period, and how trust income is counted.
Guardianship case law
Find Florida appellate decisions from 2020 to present on emergency guardianship — when courts have allowed emergency appointments and what procedural protections the ward must receive.
Elder abuse background check
Search for any criminal convictions, civil fraud judgments, professional license sanctions, or APS records for a caregiver who my client is considering giving financial power of attorney to.
Medication capacity research
Research the known effects of Namenda (memantine) 10mg on testamentary capacity in patients with moderate Alzheimer's. What does the medical literature say about lucid intervals and capacity fluctuation?
SNF facility research
Find the top-rated skilled nursing facilities within 20 miles of Naples, FL 34102. Show CMS star rating, staffing rating, recent inspection violations, and whether they accept Medicaid.
Social Security research
Explain the Social Security survivor benefits rules for a 70-year-old widow. Can she switch from her own benefit to her deceased spouse's benefit, and how does the earnings test apply?
Estate tax research
What are the 2025 federal estate tax exemptions, gift tax annual exclusions, and any sunset provisions coming in 2026? How does the portability election work for a surviving spouse?
People search background
Research a named individual who has been making financial decisions for an elderly widow — check for prior fraud, financial exploitation cases, professional license issues, and any civil judgments.
Tools to power your best work
Deep ResearchAI research reports with citations
Drug InformationDrug info: recalls & side effects
Tax ReferenceUS tax brackets, rates & limits
People SearchFind anyone across 500+ sites
Company LookupCompany data for UK, US & EU
Compliance ScreeningAML, sanctions, PEP & due diligence investigations
Legal ResearchCase law, statutes, regulations & legislation worldwide
NewsSearch and track news worldwide
165+ tools.
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Everything elder law attorneys need from AI, connected to the assistant you already use. No extra apps, no switching tabs.
Medicaid planning client intake
For a new Medicaid planning client, research the relevant state rules, research the client's current medication effects on capacity, and locate nearby care facilities.
Elder financial abuse investigation
When elder financial exploitation is suspected, rapidly investigate the suspected abuser and build a documentation record for law enforcement referral.
Frequently Asked Questions
How current is the Medicaid rules research?
Medicaid rules change frequently at both federal and state levels. Deep Research pulls from current government sources including Medicaid.gov, state Medicaid agency websites, and published regulatory guidance. Always verify the effective date of any rule — some states update figures annually and may lag on publication.
Can the drug information tool assess capacity at a specific point in time?
Drug Information provides current FDA prescribing information and known cognitive effects for specific medications. For historical capacity assessments (such as when a will was signed), you can research what the medical literature said at the time about the medications the client was taking, and provide this to your medical expert witness.
What databases does compliance screening check for elder financial abuse cases?
Compliance Screening checks criminal conviction records, civil court judgments, professional license sanctions, and regulatory enforcement actions across hundreds of databases. Coverage for state-level APS records is limited — these are maintained at the state level and are not always publicly searchable.
How does Places Search find CMS star ratings for nursing facilities?
Places Search pulls from multiple data sources including Google Maps, Yelp, and healthcare facility databases. CMS star ratings are publicly available through Medicare's Care Compare database — for the most authoritative and current ratings, verify findings directly at medicare.gov/care-compare.
Can these tools help with conservatorship disputes in multiple states?
Yes. Legal Research covers all 50 state appellate courts and supreme courts, so you can research guardianship and conservatorship case law in any jurisdiction. For UAGPPJA (Uniform Act) jurisdictions, you can compare how different states interpret the same uniform provisions.
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Works in Chat, Cowork and Code