Certified Public Accountant, Financial Planner, Trust Officer & Financial Professional
Our office supports financial advisors, trust officers and financial professionals, and their clients by serving as
an information resource about preserving assets, guardianship, probate, estate planning and other elder law issues. Financial professionals consult with us regarding:
- Educating them and their staff about legal documents clients should have in place in order to avoid guardianship, should the client become incapacitated.
- Understanding the fundamentals of trusts (revocable, irrevocable, special needs ) and their administration in order to successfully protect a client's assets.
- Recognizing the necessity for and benefits of placing assets for a disabled child or adult in a Special Needs Trust .
- Deciphering the myths and truths about Medicaid and long term care planning.
- Understanding the role Medicare and long term care insurance play in long term care planning .
- Educating their clients about options for avoiding probate and the advantages of doing so.
- Discovering ways to provide value added service to clients, their children, and their legal representatives.
- Navigating the maze of public assistance.
*We offer an approved continuing education credits program at your office or professional association.
We would be pleased to provide you with a reference list of professionals who have retained our services.
ATTORNEY | HEALTH CARE PROFESSIONAL | HUMAN RESOURCES PROFESSIONAL
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