Areas of Practice
We understand that every client is unique. We assist in developing a plan to address the particular circumstances and goals of each client. We will spend the time necessary to ensure that our clients understand the estate planning process and documents. We appreciate that estate planning is not a static endeavor and encourage periodic review to insure clients’ changing goals are met.
When guardianships can’t be avoided, we assist families with the guardianship petition process through the Court, as well as with the preparation and filing of accountings and other reporting requirements. This process can seem overwhelming when a parent or other loved one is in need of assistance. Our attorneys are well versed in making these issues understandable and we can also provide referrals to non legal professionals that can assist families with ongoing care or placement needs.
Elder Law / Medicaid
Our attorneys help families ensure that their loved ones are well cared for, while protecting assets for a spouse remaining at home, and when possible, preserving assets for future generations. While recent changes enacted by the State and Federal government have made it more complicated for individuals to qualify for Medicaid, there are still options available to preserve assets including life care agreements, life estates, annuities, trusts and gifts. We assist clients and their families in determining what planning options are available for their particular circumstances, and offer practical advice to overcome legal hurdles in providing the best care for seniors.
Special Needs Trusts
Probate / Trust Administration
Trust Administration is a similar administrative process; however it usually occurs without the involvement of the Probate Court. The trustee’s responsibilities include taking control of the trust assets, payment of last debts, filing tax returns, providing proper notice and accounts to beneficiaries, and managing and/or distributing the assts in accordance with the terms of the trust.
We offer expert advice to insure that probate or trust administration is handled efficiently and that the fiduciary duties of the executor or trustee are satisfied.