Areas of Practice

Overview

Estate Planning:

I counsel clients on wills, trusts, estate planning and incapacity planning. Incapacity planning involves the preparation of documents that will place your care, in the event of incapacity, in the hands of persons of your choosing, and outside the hands of the courts. A well-drawn estate plan will prevent confusion and discord among heirs, and will provide for the distribution of your assets to the persons, charities and institutions in the way you want with the least cost.

Long Term Care Planning:

I advise my clients regarding long-term care and Medicaid planning. Long-term care planning marshals the financial wherewithal necessary for living accommodations and care as one becomes less able to care for oneself. Medicaid planning can, especially after needs become evident, be a part of long-term care planning and can allow clients facing long-term illness to improve their quality of life by accessing government benefits, which can provide for basic care needs, while allowing their family members to use preserved funds to supplement and enhance their care.

Special Needs Trust:

Disabled people, individually, as well as relatives of disabled persons of all ages come to me for advice regarding the drafting and administration of special needs trusts. These trusts shield assets so that a person may benefit from the assets, yet remain eligible for governmental assistance.

Probate:

My probate and estate administration practice helps the relatives of decedents pay the decedent's debts and distribute estate assets in an orderly and timely fashion. I also help counsel parties that are involved in probate disputes.

Guardianships:

When people become unable to manage their own affairs, I help relatives and concerned parties establish and administer guardianships. A guardianship provides for appropriate life care and the proper investment and use of assets.