Estate & Incapacity Planning : We educate and counsel clients about the options for passing on their property at death, avoiding the court process called probate, and the importance of having documents in place that provide a management system in the event the client becomes physically or mentally incapacitated. These documents may include but are not limited to:

• Durable Power of Attorney
• Designation of Healthcare Surrogate
• Living Will
• Last Will & Testament, etc.

Guardianship : We counsel clients about how to become a guardian for a loved one who is incapacitated and no longer able to care for their personal or financial affairs. Our office:

• Represents the guardian throughout the guardianship
• Supports and advises the guardian about their duties and responsibilities when making medical and financial decisions

Long Term Care Insurance : We serve as an advocate for clients who are encountering difficulty with insurance companies in obtaining benefits they are entitled to under a long-term care insurance policy.

Medicaid & Long Term Care Planning : We counsel clients about planning for their future medical and healthcare needs. Together we explore options which may include:

• Long-term care insurance
• Medicare
• How to legitimately qualify a person for Medicaid and preserve the assets, independence and peace of mind to the greatest extent possible
• Guiding you through the Medicaid application process and handling appeals of Medicaid denials

Preservation of Government Benefits & Special Needs Trusts : Our office:

• Counsels clients who are receiving government benefits (i.e. Medicaid; HUD housing; Supplemental Security Income) on how to preserve lawsuit settlement proceeds or, inheritances to provide them with quality of life and care while maintaining their benefits
• Creates special needs trusts, communicates with government agencies on behalf of the client, and appears before the Court when it is necessary to obtain approval to create a special needs trust
  

Probate : We counsel clients about the process of transferring assets from a deceased person to the intended beneficiaries in formal (full) administration as well as summary (abbreviated) administration.

Resident's' Rights : We counsel clients about their rights when they are relocating to an assisted living facility, nursing home or, continuing care retirement community. Our services include:

• Reviewing the admission agreement
• Advising the client about the facility = s obligations, issues concerning personal financial guarantees and arbitration of disputes
• Serving as an advocate