Areas of Practice

Having an estate plan is important. You want to make sure the assets you’ve worked hard to accumulate during your lifetime go to the people or organizations you care about and that you minimize taxes and expenses during the process. Whether you have a successful business or just a few retirement accounts, a large family or no family, I can help you navigate succession planning and come up with an easy to understand plan that will make sure your wishes for your estate are achieved.

I can help you through the red tape of court probate proceedings (can include multiple states) for those passing under a Last Will.  For those with Living Trusts, I specialize in privately administering the terms of your trust for the benefit of all beneficiaries, process your last creditors, including the IRS, and transferring your business assets according to your express wishes.

Medicaid benefits can feel like a black hole with no definite answers. My expertise in this area can help clarify what Medicaid benefits are and what you can and cannot do to receive them. Don’t let fears and incomplete information guide you, hire an expert to walk you through what is at stake, what your costs and risks might be and plan for the best future when it comes to long term care.

Taking legal action to set up a legal guardianship over someone who needs others to make personal and health-related decisions on behalf of an incapacitated or incompetent person can be complicated. Proper estate planning can accomplish part of this, but if court proceedings are necessary, I can take you competently through this process.  If someone needs a legal conservatorship to manage their bank accounts, investments, or other assets, and/or to set up payments of bills, collecting debts and managing cash flow in and out of their estate,  I can also guide you through these detailed court proceedings.

I specialize in issues that affect the aging population by preparing the elderly person for financial freedom and autonomy through proper estate planning and long-term care planning. Although many attorneys may be able to draft a legally binding Will, having an attorney with experience that can also take into account issues like long term care costs, family dynamics, and risks of aging and independence will allow you to thoroughly address risks you may not otherwise have considered and ensure your long term goals are met.