Areas of Expertise
Special Needs Planning
- Disability planning, including use of durable powers of attorney, living trusts, “living wills”, for financial management and health care decisions, and other means of delegating management and decision-making to another in case of incompetency or incapacity
- Supplemental and long-term health insurance issues
- Preparing Memorandums of Intent
- Prepare Special Needs Trusts
- Tax Planning
- Conservatorships and Guardianships
- Estate Planning, including planning for the management of one’s estate during life and its disposition on death through the use of trusts, wills, and other planning documents
- Probate and administration of estates
- Administration and management of trusts
- Retirement, including public and private retirement benefits, survivor benefits, and pension benefits
- Health law
- Mental health law
- Life insurance
Social Security Disability
- SSD Claims
- SSD Appeals
- SSD Hearings
Estate Planning
- Wills
- Powers of Attorney
- Health Care Proxies
- Family Trusts
- Probate Avoidance
- Trusts for special needs family members
- Asset protection and preservation
- Guardianships
