Estate Planning & Elder Law

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Business Planning - If you are an individual looking to start a business, it is important to have a competent business lawyer on your side to pave the way for success and prevent disputes in a timely and cost-effective manner.  We help with the start-ups of sole proprietorships, partnerships, corporations, non-profits, “S” corporations, and other entities. We are available to consult with you on the day-to-day running of your business, including writing or reviewing business partnership agreements, and advising on required meetings. Finally, we are also available to handle real estate transactions.

Business Planning - including Non-Profit Formation

Estate Planning allows you to provide direction about the disposition of assets now & after death. A well-drafted estate plan is important for many reasons.  Estate planning can include wills, trusts, medical and financial powers of attorney, beneficiary deeds, trusts and various other documents. All estate plans should include, at minimum, three important estate planning instruments: a financial durable power of attorney, medical durable power of attorney, and a Will. An individual can appoint an agent in a general durable power of attorney to manage the person's financial affairs, and avoid the need for a court conservatorship proceeding should the person become incapacitated.  Through the use of a medical durable power of document, an individual may appoint a patient advocate to act should the person become incapacitated and unable to express his or her preferences relating to health care decisions.  A Last Will and Testament provides you with a means or directing the disposition of your assets upon your death, but it does not avoid Probate.

​     Trusts can be used to manage assets for your minor or disabled children after you have passed away, manage your assets should you become disabled, and eliminate the need for probate upon your death.  A Revocable Living Trust can provide you and your loved ones with privacy and the ability to meet your unique desired distributions, or meet the unique planning needs of blended families with children and, sometimes grandchildren, from prior marriages. 

     Estate plans are not just for wealthy people.   Whether your family is well-to-do or has modest means, an estate plan can provide you with peace of mind. 

Estate Planning - Wills, Trusts, Financial & Medical Durable Power of Attorney

 

Trust Administration & Probate of Estates

 

Trust Administration & Probate Administration.  Administration of a decedent's Trust often, among other things, requires the appointment of a successor trustee, a new certificate of trust existence, notifying creditors to cut off claims, and assistance with collecting and distribution of assets. Administration of a decedent's estate involves, among many other things, probating the estate, collection of the decedent's assets, calculation and payment of estate taxes (if applicable), and the distribution of remaining assets. An attorney who is competent and experienced in probate and estate administration can facilitate this often difficult process in a timely and effective manner providing important guidance to your family though the administration process.

Elder Law - With the baby-boom generation advancing in age, seniors and their families increasingly encounter legal and practical concerns surrounding the care and support of elderly loved ones. An experienced elder law attorney can prepare legal documents to allow seniors to predetermine medical and financial decisions during a period of incapacity and avoid the need to file for a court appointed guardian and conservator, and provide for long-term medical care or nursing home residency through various funding sources. Additionally, an experienced elder law attorney can provide much-needed legal and emotional support to family members suddenly faced with the mounting pressure of caring for an elder loved one. Finally, if necessary, and when all other less restrictive means have been exhausted, an attorney experienced in elder law matters can assist clients in establishing guardianships and conservatorships to provide the day-to-day assistance an elder needs to manage his or her financial and personal matters.

Elder Law - Long Term Care, Medicaid & Veterans' Benefits

 

Practice Areas