Estate Planning
Firm estate planning includes both simple and large complex estates. Estate plans consist of Living Wills and Power of Attorneys; tax planning; health issues; wills, trusts and estates; probate and estate administration; powers of attorney; living wills; guardianships; nursing home/assisted living facility placement and all other issues involving in long-term care planning
Our attorneys also regularly prepare and/or provide counsel regarding a variety of trusts, including Living, Dynasty, Insurance, and Crummy, Charitable Remainder and Lead, and Personal Residence trusts. We often counsel clients with regard to estate plans involving businesses, and develop buy/sell agreements and engage in other planning that incorporates business goals.
Our attorneys work with clients to plan for their financial futures and physical well-being. This includes plans for the protection of individual and family assets, the development of comprehensive long-term health care plan, the financing and the selection of an assisted living facility or nursing home living care facility, review of admission agreements, Medicaid/Asset Protection Planning, asset transfers, Medicaid Spend Downs and “Look Backs,” as well as gifting opportunities.
Ross and Thornton Elected as Trustees
The Burlington County Bar Association has elected both Ken Ross and Daniel Thornton as Trustees, each serving a multi-year term.
Alicia D’Anella to Present Legal Clinic
Attendees of the 2018 NJSBA Workshop in Atlantic City are welcome to join Alicia for a legal clinic discussion regarding teaching professionals and ethics training.