Estate Planning

At minimum, every individual – our client or not – should execute a Last Will and Testament. This directs disposition of your assets at death. Advance Directives protect you and your family in the event of your incapacity.

Baseline estate plans generally include:

Minor and adult special needs family members present special circumstances. They cannot be addressed on the fly. Impacting the very lives of the loved ones trusted to your care, the plans you develop ensure their evolving needs are addressed. This is essential, as the activities, therapies and vocations they undertake correlate directly to their ability to grow and thrive. Likewise, it ensures financial and medical provisions evolve in step with their needs.

All of this dictates the need for specific legal expertise – and equally important sensitivity – when developing an estate plan to protect these individuals’ financial welfare and wellbeing. Needs-based public benefits, including Medicaid, ALTCS and SSI payments are encompassed in our meticulous plans.

Disability is an equal opportunity villain. Irrespective of your age, financial or social standing, a “disability” usually comes as an unexpected reality. It brings major life-changing consequences.

Asset protection and planning are crucial to ensure government benefits are not forfeited in instances of inheritance or legal settlements. Our counsel encompasses Special Needs Trusts and Third Party Supplemental Needs Trusts.

Your attorney crafts premarital and post-marital agreements through the prism of estate planning. Domestic partnership agreements are an option for unmarried couples. Irrespective of how your relationship manifests, your attorney designs and executes a custom plan, fulfilling individual and unified needs.