ESTATE PLANNING
We specialize in assisting clients prepare for potential disability and death through thoughtful, comprehensive, professional planning regarding the client’s needs and desires. We will meet with you and thoroughly review your situation and provide you with a complete plan. We also provide sophisticated techniques for estate and gift tax planning and asset protection. Let us help give you peace of mind.
ELDER LAW AND DISABILITY PLANNING
We handle a wide range of legal matters affecting older and disabled persons. We specialize in issues related to health care, special needs planning, long term care planning, guardianships and conservatorships, retirement plans, Social Security, Medicare issues and qualifying for nursing home Medicaid. Whether it’s proactive planning in advance or crisis planning when an emergency arises, we can help.
ESTATE AND TRUST ADMINISTRATION
We have assisted hundreds of clients administer estates or trusts after the death of a loved one. If you are a named executor or trustee, we can help. Services we provide include probate petitions, petitions for years support, assisting with management of estate and trust assets, proper distribution of estate and trust assets, assisting with post-death taxes, and administering and managing complex trusts.
BUSINESS AND TAX PLANNING
Business and tax planning are often a key component of an estate plan. We assist with everything from start ups of corporations, LLCs and partnerships to sophisticated business arrangements. We will ensure the most advantageous tax planning for your business and can help ensure you have a succession plan in place after your death or retirement. We also provide advice in connection with 1031 exchanges.