Areas of Practice

  • Special Needs Trust Creation: Special needs trusts are used to protect an inheritance or other assets for a disabled person who receives governmental benefits based on financial need.
  • Estate Planning Services: Estate planning involves drafting wills or creating trusts to provide for loved ones and organizations in an estate setting.
  • Probate and Trust Administration Services: Persons navigating probate during the administration of a will or estate plan or are carrying out of the terms of a trust can benefit from assistance on interpretation of the will or trust, assistance with the proper forms of notice, assistance settling estate taxes, and assistance distributing assets to beneficiaries.
  • Long Term Care Planning and Medicaid Planning: Persons anticipating long-term care can benefit from information on long-term care insurance products, information on the different care options, and explanations on the rules for protecting assets or information on how to qualify for Medicaid assistance.
  • Health Insurance: There are numerous health care options for persons 65+ including Medicare supplemental plans, Medicare Advantage plans, and Medicare Prescription Drug Plans.
  • Financial Planning and Retirement Planning: Even in today’s market, persons anticipating retirement or desire to maximize their estate can find value in safe and diversified investments.
  • Guardianships and Conservatorships: These tools are used when there are concerns on whether someone has a mental or physical disability that limits their ability to make decisions for themselves.
  • Healthcare Directives and Durable Powers of Attorney: These documents are used to guide representatives in making decisions for you in the event of an injury or illness.
  • Elder Abuse, Neglect, and Fraud: Guidance is available for persons that suspect a loved one is suffering from domestic, institutional, or self-inflicted abuse. Abuse includes physical abuse, sexual abuse, emotional abuse, neglect, abandonment, financial exploitation, and self-neglect.