Effective estate planning is vital for the future of you and your family. Our attorneys can guide you through the process of tax planning, protecting assets and preparing for aging and disability. Our estate planning process is designed to eliminate your concerns and help you to:
- Avoid probate
- Minimize taxes
- Control the future of your assets
- Minimize costs
- Protect assets in the event of future incapacity or death
- Offer protection and stability to heirs
Estate administration is the implementation and management of your estate and trusts. Once you have the estate planning documents and trusts in place, our team oversees the distribution process to ensure all your wishes are met.
Aside from having an estate plan, your estate and trust administrator is the most important piece to your plan. You should choose an administrator you trust to ensure that all your final wishes are met and your wealth is distributed properly.
Trust administration is the implementation and management of a trust created by you or by someone else where you are named to designated to administer the trust. Once the estate planning documents including any trusts are in place, our team oversees and supports the administration, management, and distribution process to ensure all the trust terms are met.
We represent our clients, trustees, and agents in trust administration. Our team also has expertise in helping with the administration of specialized trusts, specifically special needs trusts.
Elder law is estate planning specifically for people who are above the age of 55 years old. Elder law is also useful for older persons who are disabled or have fallen ill. Elder law is great for anyone who needs help with planning related to growing older. For example, most of our clients come to us for help planning disability and long-term care, retirement planning, as well as asset protection in the Medicaid context.
We recommend that our clients meet with us to discuss elder law options when they reach age 55 or above. We also encourage our clients with elderly parents to explore their elder law options.
Guardianship, or conservatorship, occurs when a person requests the court’s appointment of an attorney to manage the personal or financial affairs of another person. Guardians and conservators are typically appointed to represent a minor or an incapacitated adult who are incapable of making their own decisions.
Children will often seek guardianship for aging parents that have lost their ability to make sound personal and financial decisions. Guardians and conservators are meant to provide legal guidance and oversee decision-making.
Special Needs Planning & Trusts
Special needs planning is a unique opportunity for parents who have disabled children to coordinate their future. And special needs trusts are specifically designed to allow your special needs loved one to have access to funds and property, while also receiving essential government benefits. Both special needs planning and trusts protect the benefits that a special needs loved one requires to live a healthy and happy life.
From the creation of special needs trusts to long-term care planning for your loved one with special needs, we can assist you in navigating the complex legal situations that arise when caring for a loved one with special needs.