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Practice

Areas

Estate Planning

Business Planning

Elder Law

Estate Planning 

 

Depending on your most important concerns, our firm will present you with practical options to help you meet those goals. Our estate planning practice covers:

 

  • Creation of Wills

  • Creation of a Powers of Attorney, Health Care Power of Attorney, Living Wills, and HIPPA authorization forms 

  • Revocable and Irrevocable Trust

  • Creation of specialized Trusts including charitable gifting and tax shelter strategies

  • Estate Probate

  • Trust Administration

 

A typical plan for a single person includes a last will and testament, a durable power of attorney, a health care power of attorney, and a living will. Couples generally receive their own set of documents. Wills involving young children will also likely include a trust in case you pass before your children become adults. 

 

We help clients establish their legal goals, conduct a thorough review of their financial position, explain applicable laws and draft the necessary documents to implement their plan. 

Business Planning 

 

Our firm will present you with practical options and strategies that will suit your business needs as well. Our business planning practice covers:

 

  • Formation of business entities, to include

    • Corporations,

    • Limited Liability Companies

    • Limited Liability Partnerships

  • Entity amendments 

  • Drafting corporation minutes

  • Drafting purchase agreements and leases

  • Structuring succession planning 

  • Drafting partnership agreements

  • Negotiating and drafting buy-sell agreements for the efficient transfer of ownership  

  • Creation of a tax shelter strategy for your business 

Site Title

Elder Law

 

Our firm will offer a comprehensive approach to issues that arise with long-term care. One of the largest concerns for individuals and families is the cost of care, asset preservation is a key to planning. We will implement strategies to preserve assets and receive the proper care for your loved one. Other areas that commonly arise in elder law include:

  • Long-term Care planning

  • Guardianship's 

  • Medicaid application asistance 

  • Inheritance received while on Medicaid

  • Assisted Living Asset Preservation

  • Family mediation

  • Veteran's benefits for care

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