Estate & Special Needs Planning
It is critical to have a basic estate plan in place to ensure your assets are passed to family, friends, or charitable organizations according to your wishes and with appropriate protections in place for younger generations. This is particularly important if one of your family members has special needs and may rely on federal or state supports.
Our estate planning team is well situated to explain your options for asset transfer and other necessary components of an estate plan. Whether you have worked for an entire lifetime and seek to provide for your family and secure their futures, whether you have a unique blended family, or whether you just had your first child, it is important to speak with an attorney to develop an appropriate estate plan.
For those who need to plan for a loved one with special needs, there are important decisions to consider regarding guardianship, trusts, and money management for that individual. There are many options and our attorneys will help you understand those options and determine the best path for your family.
We take the time to personally meet with all our clients to understand their goals and objectives. Every person and situation is unique and requires time and care. Detail and attention are what sets us apart.
Our services include:
- Preparation of Wills
- Preparation of Powers of Attorney for financial and healthcare matters
- Advance Medical Directives
- Trust formation, including but not limited to, Revocable Living Trusts, Irrevocable Trusts, Charitable Trusts, Qualified Domestic Trusts and Qualified Personal Residence Trusts, insurance trust planning
- Creation and maintenance of family Limited Partnerships and Limited Liability Companies
- Special Needs Trusts
- Guardianship and Conservatorship
- Estate Administration