Estate Planning And Special Needs Planning – We Have You Covered For Your Legal Planning Needs

We Help People In Solving Legal Issues

Estate Planning

Estate planning is not a one-size-fits-all endeavor. Whether you require a simple will or a detailed trust-based strategy that includes a durable power of attorney and health care proxy, we are here to assist you every step of the way. As experienced estate planning attorneys, we take a personalized approach to ensure that your estate plan aligns with your specific needs.

This tailored strategy not only provides you with peace of mind but also secures the future of your loved ones. When planning for special needs, it’s crucial to have the right legal guidance to navigate trust administration and guardianship matters effectively. Let us help you create a comprehensive plan that addresses all your concerns.
See Estate Planning FAQs for more info.

Special Needs Planning

We specialize in protecting your loved one’s public benefits, such as SSI and SSDI, through comprehensive legal services. Our service includes creating tailored special needs trusts and educating parents and caregivers about their loved one’s rights.

We ensure that you fully understand your legal plan, empowering you to make informed decisions. Let us assist you in planning for special needs and securing those vital rights for the future. With our dedicated support, you can navigate the complexities of estate planning with confidence.
See Special Needs Planning FAQs for more info.

Elder Law

Elderly individuals often encounter unique vulnerabilities, but a customized legal strategy can effectively shield their legacy from potential state intervention. As a dedicated special needs attorney, we specialize in estate planning that includes the establishment of irrevocable Medicaid trusts.

These trusts are designed to protect assets and ensure that your legacy is preserved for future generations. Allow us to guide you in planning for special needs, ensuring that what matters most is safeguarded for those you care about.

Guardianship / Conservatorship

Navigating the complexities of guardianship and conservatorship can be daunting, but with the assistance of an experienced special needs attorney, the process can become much more manageable.

We are here to help you assess whether a guardian is truly necessary for your situation and to guide you through each step of the journey. Let’s take the time to discuss your unique circumstances and work together to create a tailored plan that aligns with your estate planning goals. Your peace of mind is our priority as we help you plan for special needs effectively.
See Guardianship FAQs for more info.

Trust Administration

Navigating the intricacies of trust administration can be daunting, especially when it comes to managing a Special Needs Trust. The myriad of rules and regulations that fiduciaries must follow can often feel overwhelming. Additionally, understanding the complex regulations surrounding public benefits adds another layer of difficulty. If you find yourself in need of guidance from a knowledgeable special needs attorney, we are here to provide the support you require.

We are dedicated to simplifying the complexities of estate planning and trust management, allowing you to focus on what truly matters—caring for your loved ones and ensuring their future well-being. Let us help you navigate the maze of planning for special needs, so you can have peace of mind.

Estate Administration

Navigating the complexities of trust administration can be a daunting task. As experienced special needs attorneys, we are here to provide essential support in estate planning, ensuring a smooth transition for you and your family during this crucial period.

Our team will skillfully guide you through the process of being appointed as the Personal Representative, assisting you in managing and distributing the estate in compliance with legal requirements. With our dedicated support, you can approach these significant responsibilities with confidence, knowing you have the right competence by your side.

Associations & Memberships

How It Works

Here are the three main stages of collaborating with our estate planning attorney / special needs attorney. However, depending on whether you need assistance with trust administration or estate planning, we may have different or additional stages to consider.

Consultation

During our initial consultation, we will delve into your unique needs, goals, and available options to create a tailored plan that suits your family. We will also provide insights into essential estate planning strategies, including tax-planning techniques and Medicaid planning, if relevant, to ensure your family is well-prepared for the future. Our focus is on helping you navigate the complexities of planning for special needs, ensuring that you have a comprehensive approach to trust administration and guardianship matters.

Strategize

We will carefully prepare your legal documents, including wills and trusts, to align with your specific goals. Your estate planning attorney will draft these documents for your review, clarify any details, and make necessary adjustments based on your feedback. Trust us to guide you through the complexities of planning for special needs, ensuring that your family’s future is secure and well-organized.

Take Action

Once we complete your estate planning, we will arrange a meeting to sign and execute your important documents. Our main goal is to provide you with peace of mind as you navigate the complex process of estate planning, trust administration, and planning for special needs. We recognize the unique challenges that arise and are here to assist you every step of the way.

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