Sometimes a loved one can no longer manage healthcare and financial decisions, but does not have an estate plan in place – or there are problems with the existing plan. We represent guardians who are appointed by the court to oversee healthcare and finances of another, adults who are alleged to be incapacitated and families involved in the guardianship process.
We come alongside individuals and families to help plan for incapacity and death. Estate planning services we provide include: powers of attorney, wills, trusts (including revocable trusts, special needs trusts, and more), healthcare surrogate designations, living wills, and declarations naming preneed guardians.
Long-term care is a costly and confusing matter for families. We help plan for long-term care, whether the prospect of long-term care is years away or a loved one is already in a nursing facility. Medicaid planning involves protecting the loved one’s hard-earned assets through the use of trusts and other legal tools. A Veterans Administration pension with aid and attendance benefits can be extremely helpful for reimbursing long term care expenses
When a young adult with a disability reaches 18 years of age, his or her parents no longer have the legal authority to make health care and financial decisions. We represent families and disabled individuals in the guardian advocacy process to ensure that the financial and health care decisions for a person with a disability can be made.
Probate & Trust Administration
Our office assists families and friends who have lost a loved one in the distribution of handling of the decedent’s assets. We help determine whether a probate case should be filed with the court, oversee the distribution of assets (through probate or trust administration) and possible payment of creditors, and work with clients to wrap up a decedent’s affairs.
Special Needs Planning
A Special Needs Trust, also known as a Supplemental Needs Trust, allows families to manage their financial resources to provide for their loved ones — without affecting their eligibility for government benefits such as Supplemental Security Income (SSI) and Medicaid.