Tracy is an Elder Law Legal Assistant with Monk Law Firm. She holds a bachelor’s degree from Queens University and has spent more than 25 years working with insurance carriers and brokerage general agents before joining the Monk Team. 

A self-described “process improvement seeker,” Tracy has a hard time leaving an inefficient process alone and enjoys finding practical solutions that make life easier for both clients and colleagues. Her background in life insurance and financial services gives her a unique perspective on the challenges families face as they plan for the future, making elder law a natural and rewarding extension of the work she has done throughout her career.

Tracy lives in Fort Mill with her husband Mike, where they watch Jeopardy, tackle home improvement projects, and seek out mom-and-pop diners around town. She is also an active board member of the Charlotte Folk Society, a natural progression of developing her talent as a singer/songwriter during the pandemic years.

Wills and Trusts Can You Become Executor of an Estate Without a Will?
When someone dies without a will, a family member may still step in to administer the estate. You must first apply for court appointment, even if you are the surviving spouse or closest relative. In North Carolina, the person appointed is generally called an administrator. South Carolina uses the broader term...
Can You Become Executor of an Estate Without a Will?  View Full Article
Medicaid Planning Medicaid Eligibility Requirements in South Carolina
Qualifying for Medicaid in South Carolina depends on both financial and medical requirements. Your income, assets, and prior financial transfers can all affect whether you qualify for long-term care benefits. Planning ahead may help preserve more of your assets while keeping future care options available. If you or a...
Medicaid Eligibility Requirements in South Carolina  View Full Article
Medicaid Planning What Is the Medicaid Look-Back Period?
If you need Medicaid to help pay for long-term care, your financial history matters. Medicaid's look-back period is a five-year review of certain financial transactions made before you apply for long-term care Medicaid. Transfers of assets for less than fair market value during that time may delay your eligibility, even if you...
What Is the Medicaid Look-Back Period?  View Full Article