Estate Planning

• Preparation of Wills, Trusts, Powers of Attorney, Patient Advocate Designations/ Health Care Powers of Attorney
• Assistance to families and caregivers planning for persons with special needs and disabilities
• Trust administration
• Estate and gift tax planning
• Preparation of documents for business succession planning and asset protection planning
• Preparation and implementation of charitable and planned giving programs

Probate

• Estate administration
• Preparation of petitions for appointment of guardians and conservators
• Preparation of petitions for court approval of trusts for disabled persons and persons with special needs
• Representation of Guardians, Conservators, Personal Representatives, Trustees, Heirs, and Beneficiaries, in Probate Court 

Elder Law

• Preparation of estate planning and incapacity planning documents
• Preparation and implementation of plans for Medicaid qualification
• Initiatiation of guardianship and conservatorship proceedings
• Preparation of supplemental and special needs trusts
• Long-term care counseling and advocacy for the elderly, the developmentally disabled, and persons with special needs