Areas of Practice
Estate Planning
Estate Planning is generally concerned with making sure that the people you want to manage your affairs can do so in an efficient manner when needed, and that the people or organizations you want to receive your assets upon your death do so in the most efficient and least expensive manner.
POWERS OF ATTORNEY
Good, comprehensive financial and health care power of attorney documents are vital documents for every single individual over the age of eighteen because they designate who is able to make decisions for you when you are incapacitated, temporarily or permanently.
PROBATE
Probate is the process of the Court determining who are the appropriate heirs of a deceased person’s assets and in which title is transferred from the name of the deceased to the names of the beneficiaries.
TRUST ADMINISTRATION
A trust is generally used as a way of managing assets both during the life of the primary beneficiary or beneficiaries and after the death of the person(s) who created the trust.
MEDICAID ASSET PROTECTION
Medicaid is a public benefits program structured to provide health coverage to qualified individuals, including those who are 65 or older, disabled or blind. The program acts as a safety net to those seniors who cannot afford to cover all of their own long-term costs.
GUARDIANSHIP/CONSERVATORSHIP
Guardianship is a legal proceeding that appoints another person to make decisions when an adult can no longer make or communicate safe or sound decisions about his or her person and/or assets. Conservatorship concerns the assets and finances of the person.
Special Needs Trusts/Special Needs Planning
Whether as a result of a motor vehicle accident, workplace injury, or developmental disability, when a family member is disabled, there is an added layer of concern when planning for the future.
