Professional Relationships
We welcome relationships with professionals and organizations who want to connect the people they serve with helpful legal guidance.
You’ve put time and care into earning their trust. When you recommend our firm, our experienced team of attorneys and staff works together to make them feel welcome and supported throughout the process.
We’d like to learn about your work, too. Understanding the services you provide helps us coordinate our efforts and connect families with your expertise when there’s a good fit.
Who We Work With
We welcome introductions from:
- Financial advisors, accountants, and insurance professionals
- Banking and trust professionals
- Attorneys
- Healthcare providers, social workers, and care managers
- Senior living communities, nursing facilities, and home care providers
- Disability organizations and service providers
- Employers and HR teams
- Schools, churches, and community organizations
Making an Introduction
Eric Presser is your starting point for professional relationships and introductions. He can help you get to know our team and connect the person you’re referring with the appropriate staff member.
You can share our office contact information or, with the person’s permission, introduce us by email. A brief description of the help they’re looking for is enough to start. Our team will explain the next steps and gather any additional information directly.
You don’t need to know which legal service someone needs before reaching out. With the client’s authorization, we can also coordinate directly with you as their matter moves forward.
If you’d like to meet our team before referring someone, Eric can arrange a conversation.
Eric Presser
Director of Strategic Partnerships
[email protected]
To contact our office, call (814) 262-2123.
Interested in Hosting a Workshop?
We also offer estate planning and elder law workshops for your clients, employees, and members.
