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Many clients want to provide financially for loved ones with special needs without interfering with their eligibility for government benefits such as Medicaid and/or Supplemental Security Income (SSI).
We regularly assist clients with disputes in will, trust, estate, and guardianship/conservatorship matters. We represent parties on either side: the beneficiaries/heirs or the fiduciaries (executors, trustees, guardians, and conservators).
We assist clients by guiding them through the Court-supervised guardianship and conservatorship process when the necessary estate planning documents are either insufficient or non-existent.
The first hurdle for new business owners is determining which type of legal entity to use. Business entities can also be useful in the estate planning context, providing limitations on liability or tax savings.
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