Our Practice Areas
Trust and Estate Planning
Failure to plan will leave major decisions to chance and the strictures of state law; neither option is what most people desire.
Estate and Trust Administration/Probate
We are committed to assisting our clients through every phase of the process with dignity, respect, and professionalism.
Special Needs Planning
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).
Long-Term Care Planning
Many seniors and their families worry about how to pay for long-term care should the need arise.
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).
Guardianship and Conservatorship
We assist clients by guiding them through the court-supervised guardianship and conservatorship process when the necessary estate planning documents are either insufficient or nonexistent.
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.