Warner Law Firm Plc

What Warner Law Firm Plc does

Warner Law Firm, LLC is a privately held, single-office law firm based at Anderson Center, 7850 Five Mile Road, Cincinnati, Ohio, specializing in four practice areas: elder law, estate planning, special needs planning, and settlement planning. The firm is owned and operated by founder Ann (Annie) Warner, with a second attorney, Olivia K. Smith, on staff, and holds memberships in the ElderCounsel Association and the Academy of Special Needs Planners. Its core clientele are individuals and families in the Cincinnati metropolitan area navigating aging, disability, and end-of-life planning matters.

The firm's service offering is built around the intersection of complex government benefit programs (Medicaid, Medicare, SSI, SSDI) and private wealth/instrument planning. Specific capabilities include custom-designed Special Needs Trusts that preserve Medicaid and Social Security eligibility, Medicaid eligibility and crisis planning for seniors facing long-term care costs, Medicare Set Aside arrangements and structured settlement planning for minors or persons with disabilities, and traditional estate planning instruments (wills, trusts, powers of attorney, and incapacity planning). Practice management relies on standard legal practice management and document management systems; no proprietary technology platform or AI tooling is disclosed.

The firm operates on a fee-for-service professional services model with pricing not publicly disclosed, consistent with traditional small-firm legal engagements. Go-to-market is primarily sales-led, relying on direct outreach, community presence, referral networks, and an educational content marketing program (blog, newsletter, and social profiles on Facebook, LinkedIn, X, and Instagram). Customer segments are segmented horizontally across seniors, families of individuals with special needs, and personal injury settlement recipients, with no enterprise or institutional customers. Revenue is not publicly disclosed, and the firm operates with no external investment, no parent company, and no subsidiaries.

Name

Warner Law Firm Plc

Legal name

Warner Law Firm, LLC

Website

https://warnerlg.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Warner Law Firm, LLC is a privately held Cincinnati, Ohio law firm specializing in elder law, estate planning, special needs planning, and settlement planning, serving local seniors, families of individuals with disabilities, and personal injury settlement recipients.

Ownership category

akta.pro rank

Product category

Elder Law & Special Needs Planning

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industry

Personal Injury & Insurance Defense (BPAHAAAM)

Keywords

• Elder law services
• Estate planning
• Special needs planning
• Medicaid planning
• Settlement planning

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Legal Services - Elder Law: Fee-for-service legal representation and planning in areas including Medicaid planning, long-term care planning, and asset protection for seniors and their families
2. Legal Services - Estate Planning: Estate planning legal services including wills, trusts, powers of attorney, and incapacity planning
3. Legal Services - Special Needs Planning: Special needs planning legal services including special needs trusts, benefit protection, and long-term care planning for disabled individuals
4. Legal Services - Settlement Planning: Settlement planning for minors or persons with disabilities, including trust creation, Medicare Set Aside arrangements, and structured settlement planning

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Warner Law Firm, LLC is a Cincinnati, Ohio-based law firm providing specialized legal services in elder law, estate planning, special needs planning, and settlement planning. The firm helps seniors and families protect assets from long-term care costs, qualify for Medicaid benefits, draft wills and trusts, and structure special needs trusts that preserve government benefit eligibility. The practice also designs settlement plans for minors or disabled individuals receiving personal injury proceeds.

Product overview

Warner Law Firm is a Cincinnati-based law firm offering four core practice areas: Elder Law, Estate Planning, Special Needs Planning, and Settlement Planning. The firm specializes in helping families protect assets, plan for long-term care, and secure futures for special needs individuals while maintaining eligibility for government assistance programs like Medicaid and SSI. The practice focuses on Medicaid planning, special needs trusts, estate documents (wills, trusts, powers of attorney), and settlement planning for personal injury cases involving minors or disabled individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Elder Law Services Legal counsel for seniors and their families covering long-term care planning, Medicaid eligibility, and Medicaid crisis planning, helping clients protect assets while planning for care needs.
• Estate Planning Comprehensive estate planning services including wills, trusts, powers of attorney, and incapacity planning to protect family assets and legacy.
• Special Needs Planning Planning services for families with special needs loved ones, including special needs trusts designed to provide financial support while maintaining eligibility for Medicaid and Social Security benefits.
• Settlement Planning Custom settlement planning for minors or persons with disabilities that protects government benefits while addressing Medicare and Medicaid lien resolution, Medicare Set Aside arrangements, and structured settlement planning.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Farr Law Firm: Specialized elder law and estate planning firm serving clients across multiple states with Medicaid planning, asset protection, and long-term care planning services; comparable niche focus and service mix.
• Daniel A. Edelman & Associates: Law firm specializing in special needs planning, special needs trusts, and disability benefits preservation; directly comparable niche in special needs planning practice.
• Golub & Associates Elder Law: Dedicated elder law practice offering Medicaid planning, estate planning, and guardianships for seniors — directly comparable specialty practice serving aging clients and their families.
• Strauss & Associates (Elder Law Attorneys): Ohio-based elder law firm offering Medicaid planning, estate planning, and special needs planning services to individuals and families — directly comparable in scope, geography, and target clientele.
• Capstone Elder Law Partners: Multi-attorney elder law firm focused on Medicaid crisis planning, special needs trusts, and estate planning with content-driven client education — closely comparable business model and practice mix.
• Enea, Scarlata & Bajwa Elder Law: Elder law and estate planning firm providing Medicaid planning, special needs planning, and asset protection — directly comparable in practice areas and senior/family client base.
• Anthony J. Enea Elder Law: Elder law practice offering comprehensive Medicaid planning, estate administration, and special needs planning — directly comparable specialty firm serving similar client base.
• Kordalski Elder Law: Specialized elder law practice providing Medicaid planning, long-term care planning, and estate planning services; directly comparable niche specialization and service offerings.
• C.E. Frazier & Associates Elder Law: Elder law firm providing Medicaid planning, long-term care planning, and estate planning services — directly comparable specialty practice serving seniors and families.
• The Law Office of Joseph S. Karp: Specialized elder law and estate planning firm focusing on Medicaid planning, special needs trusts, and guardianship — comparable in niche practice areas and client demographic focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xtwitter.com/warnerlgllc
• Facebookfacebook.com/Warner-Law-Group-LLC-246080636007906
• LinkedInlinkedin.com/company/warnerlgllc
• Instagraminstagram.com/warnerlgllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Warner Law Firm Plc