Practice Areas

Estate Planning

  • Common estate planning documents include Living Wills, Powers of Attorney, Health Care Surrogates, Wills, Trusts.
  • Virtually everyone should have estate planning documents to plan for their incapacitation and death.
  • Your estate plan should be reviewed at least every 5 years or earlier if your situation changes (e.g. birth, death, marriage, divorce, move, etc.).

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Probate

  • Probate is the court supervised distribution of an individual’s assets upon death.
  • ‚ÄčThe probate process includes recording the last will and testament, petitioning and filing motions with the court, following the court’s probate procedure and obtaining an order from the court.
  • We represent personal representatives, heirs and beneficiaries to help the probate process run smoothly and efficiently.

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Trust Administration

  • Trust Administration is the process of handling assets held in trust.
  • Trust Administration is needed by trust creators, trustees, successor trustees and beneficiaries.
  • We represent trustees and beneficiaries to help the trust administration process run smoothly and efficiently.
  • We can also act as a trustee of a trust.

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Elder Law

  • Medicaid, Social Security Disability
  • Needed by those seeking to qualify for Government Assistance
  • Long-term care planning

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Special Needs Planning

  • Special needs trusts are used for loved ones with disabilities or for individuals who are fiscally irresponsible.
  • Special needs trusts, when set up correctly, protect your loved one’s assets from the government, creditors, and/or themselves.

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Business and Non Profit Law

  • Entity Formation, 501(c)(3) qualification
  • Registered Agent, minutes, annual filings
  • Contract drafting and negotiation and business audits

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