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.