Category: Client Story

A $1,000,000 Outcome for Jerry

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When Jerry’s* mother passed away in April 2025, he and his brother were grieving her loss while also trying to manage the many responsibilities that come with the passing of a loved one. A few months later, Jerry received a letter that left him stunned. NC Medicaid informed him that because his mother had received Medicaid before her death, her home was subject to estate recovery—and the state was seeking more than $1,000,000 to cover the cost of her residential care.

Jerry was overwhelmed and didn’t know what to do. Medicaid had attempted to take the home when his grandmother passed away, also to pay for her care under North Carolina’s Medicaid program, but the home was exempt at that time due to Jerry’s mother being disabled. He was distressed that Medicaid, once again, was attempting to take the home he had always lived in to repay the cost of his mother’s care. Knowing they had been successful with an exemption in the past, Jerry applied for an undue hardship waiver to stop the recovery, but his request was denied.

Jerry and his brother first consulted with a private attorney to assist with their case, but they couldn’t afford the quoted cost of representation. That’s when Jerry reached out to the Advocacy Center for help. Our legal team immediately stepped in and filed an appeal on Jerry’s behalf, arguing that the claim was inequitable and violated both state and federal law. During negotiations, after review of the case, the state agreed to fully waive the $1,000,000 Medicaid claim in exchange for dismissing the case—an outcome Jerry gladly accepted.

“From the first call with the Advocacy Center, it was immediate relief. I felt valued and noticed and relieved. They helped me navigate a situation that was out of my depth with extreme politeness and professionalism.”

Because of this successful resolution, Jerry is now able to remain in his mother’s home without the fear of losing it. He and his brother no longer face financial stress tied to their mother’s care, and Jerry expressed deep gratitude and relief for the legal expertise and support that helped secure this life‑changing result.

“You saved me, my knight in shining armor. When they told me we won the appeal, and about the favorable results for me and my family, that we could save our family home, I couldn’t believe the result, that the ordeal was over.”

*Name changed to protect privacy

“This was a lifesaver for my son”

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For more than a decade, Medicaid has been a lifeline for John. After being diagnosed with hypermobility, he endured years of intense joint pain while working with his doctors to find a medication that could ease his suffering without causing harmful psychological side effects. When he finally found a drug that worked, it transformed his daily life—allowing him to function with dignity and manage his pain. 

Then, in January 2025, everything changed. Without warning, Medicaid denied coverage for John’s medication, which cost $900 per month. Without it, John faced not only debilitating pain, but the risk of withdrawal as well. His mother, Claire, was terrified. After calling the insurance company, she was told the drug manufacturer had pulled a rebate, and coverage would no longer be provided. Unsure where to turn and facing an impossible financial burden, Claire reached out to Charlotte Center for Legal Advocacy. 

Our team immediately stepped in, guiding Claire through the appeals and mediation process. Before the case ever reached court, the insurance company agreed to a settlement—allowing John to continue receiving the medication that had given him his life back. 

Claire is deeply grateful she found an advocate when she needed one most and encourages others not to navigate these complex systems alone. 

“This was a lifesaver for my son,” she shared. “I would not have gotten anywhere without the assistance from the Advocacy Center. I am so thankful for the quick response I received. It was such a blessing to know that someone was there to help me when I needed it.”

Client Testimonial

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“I had a frustrating experience recently where the insurance marketplace thought I was Medicaid eligible despite that not being the case.  I made numerous calls and spent hours on the phone trying to resolve this to no avail. The process to undo this was maddening. I was referred to your agency, and luckily was assigned to Tanja Pauler. Tanja immediately scheduled a Zoom meeting with me, and worked quickly, efficiently, and pleasantly to unravel this mess, and get the incorrect Medicaid status reversed. She is super knowledgeable and knows how to maneuver the system to get things done. Without her help, I would probably still be leaving messages and emails at numerous agencies. Thank you to Tanja and to your organization.”

-Scott, N.C. Benefits Navigator Client

Education Law Program: Making Sure Every Child Gets the Education They Deserve

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When Najla became a volunteer for the Education Law Program* (ELP) in 2019, she didn’t know her first case would become a six-year journey that would change three young lives. Originally a lawyer with Bradley and now a corporate lawyer with Gilead Sciences by day, Najla volunteered with the ELP as a court-appointed advocate for three siblings in foster care, helping ensure their educational rights were protected. The oldest child—a fifth grader who couldn’t read at a kindergarten level—had already faced immense challenges. His mother had been in foster care herself, and his schooling had been inconsistent. When his school proposed moving him to a separate classroom for students with disabilities, Najla knew it would limit his future opportunities, and she stepped in to advocate for him. 

When the pandemic shifted learning online, Najla saw a new opportunity: one-on-one instruction. Working closely with his teachers and the school, she helped revise his Individualized Education Program (IEP) to provide the support he needed to stay in general education classes. Slowly but surely, her efforts paid off. By high school, the boy—once at risk of being left behind—was setting goals to attend college and play football. Today, as a 10th grader, he’s pursuing an alternative diploma that includes an apprenticeship program and continues to make remarkable progress that Najla once thought impossible. 

Najla’s commitment didn’t stop with him. She continues to ensure his younger siblings receive the support they need to thrive, collaborating with caring foster families and educators who share her dedication. On average, she spends about 50 to 75 volunteer hours doing pro bono work each year, advocating for children and their educational rights and credits the ELP staff, especially Stephanie Klitsch, for the training and guidance. 

“Most teachers are well-meaning,” Najla says, “but they don’t always know the law. That’s where we come in—to make sure every child gets the education they deserve.” 

Stephanie expresses her appreciation, “Najla’s advocacy on behalf of these students has been life-altering. While others would have accepted the school’s low expectations of him, Najla saw possibility and, most importantly, has consistently used diligent efforts to ensure he had what he needed to demonstrate his true potential. We are incredibly lucky to continue to have Najla’s close involvement and support!” 

*Note: The Education Law Program originated with the Council for Children’s Rights and then moved to Charlotte Center for Legal Advocacy in September 2025. 

Norma’s Story

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Norma is a passionate entrepreneur who poured her heart into starting her own business, Pan Dulce/Conchas, bringing the warmth of traditional Mexican bread to her community. But turning her dream into reality came at a cost—she had to leave her full-time job, losing the health insurance that came with it.

For two long years, Norma faced an agonizing choice: prioritize her health or keep her business afloat. Every doctor’s visit, every prescription, and every follow-up appointment with specialists came straight out of her pocket. She often delayed care, hoping minor issues wouldn’t turn into something worse.

Then, in 2024, everything changed. Norma learned that as a Deferred Action for Childhood Arrivals (DACA) recipient, she was finally eligible for health insurance. While some states cruelly blocked this new opportunity, North Carolina did not.

Health Insurance Navigator Rodrigo Medinilla Corzo helped Norma with the sign-up process. He states: “Our job as navigators is to help you invest your time in the projects you are passionate about and reduce the risks of a financial collapse due to illness or accident.”

For the first time in years, Norma could breathe easier—knowing she wouldn’t have to choose between her health and her livelihood.

“Knowing that I have health insurance gives me the confidence to keep working to grow my business,” Norma shares.

Now, with the security of health coverage, Norma can focus on what she does best: growing her business, serving her community, and creating a better future for herself and others.

John and Pattie’s Story

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When John and Pattie reached out for assistance with their estate planning, they did so as both father and daughter and as proud veterans, connected by a legacy of service to their country and their family. John, who recently celebrated his 90th birthday, served in the Navy during the Korean War. Inspired by his dedication, Pattie followed in his footsteps, serving in the Navy and carrying on his legacy of service.

After a discussion in a support group she attends, Pattie made estate planning a priority. For her, it was a natural extension of a lifelong commitment to protecting and providing for her loved ones, first with military service and now continuing into retirement. She heard stories of people spending thousands of dollars on estate planning and expressed her appreciation for finding a trusted, accessible resource in Charlotte Center for Legal Advocacy (Advocacy Center). 

John and Pattie were each connected with pro bono attorneys ahead of the Wills 4 Warriors Clinic, a one-stop clinic hosted by the Advocacy Center that takes place annually around Veterans Day to assist local veterans with estate planning. After completing questionnaires to outline their wishes, their attorneys drafted the documents in advance, with Advocacy Center attorneys providing guidance and expertise throughout the process. On the day of the clinic, John and Pattie each met with their attorneys to review their documents, ask questions, and finalize their estate plans on-site. Once the documents were executed, their attorneys provided each of them with guidance on next steps, including which documents to file, share with medical providers, and store securely. 

As they left the clinic, John and Pattie carried with them more than just signed documents. They carried peace of mind. Their legacies were protected, their wishes secured, and their commitment to family honored for generations to come. 

Advocacy Center Community Empowerment Project Helps Nicole Clear Her Past To Build Her Future

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When Nicole’s grandfather told her about the Charlotte Expunction Clinic at the Mecklenburg County Courthouse, she didn’t know it would change her life. She had been carrying the weight of her past for more than a decade—over ten misdemeanor and felony charges that followed her everywhere, keeping her from opportunities she was working hard to earn.

At the Clinic, attorneys helped her file for expungement of the misdemeanors. A few months later, she received a letter in the mail: her record was cleared of them. The relief was overwhelming, but she wasn’t done yet.

With her misdemeanors off the books, Nicole then took her case to Charlotte Center for Legal Advocacy (Advocacy Center) to start the more difficult process of expunging her felony charges. The Advocacy Center represented her and helped her navigate the legal complexities, and one by one, her past felony convictions in Mecklenburg County were cleared. Cabarrus and Gaston Counties were next, and she wasn’t giving up.

With her record no longer holding her back, Nicole’s life took a turn. Work became easier. She went back and finished high school. The impact rippled through her family—she challenged her oldest son, who had yet to graduate, to a race to see who could graduate first. They walked across the graduation stage together, a testament to perseverance and new beginnings.

For years, Nicole had been a Personal Care Assistant, limited by the charges that employers couldn’t see past. But now, she was free to pursue her passion. She earned her nursing degree as a Certified Nurse Assistant, and in March, she started a new position—one that reflects who she is today, not the mistakes she made over a decade ago.

“Some of us grow up, but the world won’t always let us,” Nicole says. “They only see our past mistakes. But thanks to the Advocacy Center, I can finally introduce people to the person I am now.”

With a clean background check and a new career path, Nicole is providing better for her family, proving that when given a second chance, people don’t just move forward—they thrive, inspiring others to do the same.

“Not only did I regain my child care assistance, but I also regained hope” : Advocacy Center Client Resolves Fraud Charges

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Tad sought legal assistance from the Public Benefits Unit regarding a fraud investigation related to the Department of Social Services’ Subsidized Child Care program. As a result of the investigation, she faced a criminal sanction, a $1,000 fine, and owed a child care balance of $57,000.

Advocacy Center Paralegal Meeka Clark and Tad worked together to compile an exhibit list demonstrating that Tad had accurately reported her household information, despite DSS findings against her. In the final hearing, the ruling was reversed, removing the sanction and fraud charges, ultimately reinstating her children’s enrollment in the program.

From Tad’s own words:

“My name is Tad, and I want to share a heartfelt story about a journey I never expected to take. Last year, I found myself in a tough spot with Mecklenburg County Services, who informed me that I owed them more than $57,000. Apparently, my children’s father’s address was still associated with mine in the North Carolina state system—even though he hadn’t lived there for years. It was a devastating surprise.

As a single mother of three, I was already struggling—especially after recently losing my job. On top of that, I received a bill from Child Care Resources demanding repayment for assistance I had received while my kids were in day care. They insisted I owed the money due to my ex’s address being linked to mine. I felt completely overwhelmed, caught in a whirlwind of confusion and stress.

That’s when I reached out to the Charlotte Center for Legal Advocacy—and I hit the jackpot! I was connected with a true angel, Meeka Clark, from the Family Support and Health Care Program (FSHCP). Speaking with her was a breath of fresh air. She treated me like family, guiding me through the legal maze with warmth and compassion. Instead of judging me, she walked beside me every step of the way.

For nine months, Meeka was my rock, helping me navigate complex hearings and overwhelming paperwork. We spent countless hours on the phone, brainstorming solutions to secure my children’s future and maintain my mental well-being. No matter how tough things got, she never let me feel alone.

When my first hearing arrived, things didn’t go as planned. The hearing officer sided with Mecklenburg County, and my heart sank. But Meeka refused to let me give up. She immediately helped me file an appeal, digging deep to uncover my ex’s last known address and guiding me through every step of the process. I was terrified of losing my home and my children, but she reassured me that we would find a way.

Thanks to her relentless support and advocacy, my appeal was successful! Not only did I regain my child care assistance, but I also regained hope. Even when I encountered additional hurdles with the child care system, Meeka stood by my side, ensuring I received the help I needed.

This experience showed me that there are still caring people out there. I can’t thank the legal advocacy team enough—especially Meeka—for saving my life, my home, and my children. I will forever advocate for these services and share my story with anyone in need.

Thank you for allowing me to share my journey and thank you from the bottom of my heart for being there when I needed it the most!”

“Life Is So Much Better Now”: Low-Income Tax Clinic Corrects Misattributed $20,000 Tax Bill

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Sarah, a single mom of twins and a hairdresser, regularly pays her taxes every year when suddenly, she received a tax notice that she owed an additional $20,000. She didn’t know what was going on because nothing about this situation made sense. After contacting the IRS, she was told that she was being taxed on a second 1099-K due to earnings from her second account on a point-of-sale app.

Now, as a hairdresser who rents a booth at a local salon, Sarah does accept payments through this point-of-sale app. The IRS continued to tell her that she owed money due to the second account, even though this app only allows one account for one person. After many calls and much digging, it was determined that her former partner (and father of her twins) had changed his company’s app account and associated it with Sarah’s account through her social security number after they separated. Unbeknownst to her, she was expected to pay the taxes on his earnings without knowing how or when he did this.

Once figuring out what happened, it was a matter for the Advocacy Center’s low-income tax clinic to get it resolved. They had to file past earnings records, bank statements, tax forms, etc., along with getting a signed affidavit from her former partner. After over a year, we were able to prove to the court that the earnings were actually not Sarah’s and that she did not owe the additional $20,000 in taxes.

“It took a lot of pressure off of me and gave me peace of mind. While I knew it would be corrected in the end, I appreciated Soreé Finley (Advocacy Center Program Director) for her availability, her assurance and her responsiveness.

Life is much better now.”

A Family’s Journey to Safety: How Legal Advocacy Changed Their Lives

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In the heart of Honduras, a father’s dream of running a barbershop to support his family turned into a nightmare. Gangs demanded extortion fees, threatening his livelihood and his life. In August 2021, with no protection from the government and the escalating death threats related to his inability to pay, he made the impossible decision: flee with his wife and two sons to the United States.

Turned Away, but Not Defeated

In October 2021, the family presented themselves at the U.S. border, seeking asylum. Instead of finding refuge, they were turned away under Title 42 and forced to return to Honduras. With no other options, they reopened their barbershop to survive, but the threats resumed. Gang members demanded free haircuts and extortion payments the family could barely afford. By late 2022, the father knew staying meant death. He fled to the U.S. alone, hoping it would shield his family from danger.

A Night of Terror

In May 2023, their home was no longer safe. Four armed gang members broke in at night, stealing everything of value—phones, money, even the mother’s wedding ring. One man tried to assault her while her terrified sons screamed. Only the gang leader’s orders spared her from further harm. Before they left, they took her phone and warned her: they knew everything about her. If she made a wrong move, her family would die.

A Mother’s Courage

By June 2023, the mother knew they had to escape. The journey through Mexico was treacherous—cartels kidnapped migrants for ransom, corrupt police demanded bribes. She made the painful decision to send her sons ahead as unaccompanied minors to reunite with their father in the U.S. She stayed behind, waiting for her chance to present her case for asylum.

A Legal Lifeline

Once in the U.S., the two young boys found hope through Charlotte Center for Legal Advocacy (Advocacy Center). Our team worked tirelessly to ensure they had the legal support needed to navigate the complex asylum process. This process included preparing a supplemental filing, along with requesting that the brothers’ interview be scheduled concurrently, so that both boys’ testimony could be used to support the other’s case. Preparation included in-depth interviews with both boys and their parents to prepare detailed declarations in support of the boys’ claims. It also required writing a letter memorandum laying out the facts of the case and applicable law, as well as preparing a packet of “circumstantial” evidence—reports of country conditions and local news articles corroborating the family’s experience of past persecution, and then also corroborating the boys’ fear of future persecution and harm, if they were forced to return to Honduras. We also held two complete mock interviews with the boys and their mother to prepare them for the interview, receiving help from multiple Advocacy Center attorneys and paralegals in our Immigrant Justice Program who took time away from their own assigned cases to play various roles in the mock interviews, helping to create a more realistic experience for the boys.

The Final Step

By October 2024, the family faced their most critical moment yet: the boys’ asylum interviews in Washington, D.C. Nerves were high, but they arrived early, taking time to explore the capital and momentarily escape the weight of their past. The interviews were grueling—each lasting three hours—but they were prepared. They had a strong case, thorough documentation, and the courage to recount the trauma they had endured. Two of our attorneys attended the interviews with the family, acting as advocates for them during the interviews

Then, the call came. In an unprecedented six months—cases like theirs typically take years—the boys received asylum.

Ezra Rash, Attorney and Immigrant Justice Corps Fellow at the Advocacy Center, dialed the mother’s phone. She answered anxiously. “Wow,” she whispered in disbelief. The tears came first, then joy. Her sons, now in school, broke down in relief when they heard the news. Their future was secure.

A New Beginning

With asylum granted, the family now has the chance to rebuild. They can apply for work authorization, housing assistance, and health insurance. We will continue to work with them to adjust their status as they work toward permanent residency, and eventually, citizenship. The boys may even become citizens before they turn 18.

Their journey was one of resilience, and it was made possible through legal advocacy. The Advocacy Center fights for families like theirs every day—because everyone deserves the chance to live without fear.