Servicing the needs of elderly clients and their families related to:

• Asset preservation
• Estate Planning
• Planning for Long term care
• Qualifying for and applying for government benefits, including veterans benefits, Medicare, Medicaid, SSI.
• General legal issues of the elderly

• Tax Planning (Estate, Gift, Generation Skipping Transfer, and Income Taxes)
• Trusts (including)
  • Intervivos (Living) Trusts
  • Marital Deduction Trusts
  • Trusts for Minors
  • Charitable Trusts
  • Special Needs Trusts
  • Irrevocable Life Insurance Trusts
  • Testamentary Trusts (contained in a Will)
• Wills
• Health Care Proxies
• Powers of Attorney
• Advance Health Care Directives (a.k.a. Living Wills)
• Business Succession Planning

• Advising Estate Representatives, trustees, beneficiaries or heirs on the Probate and Intestate laws and procedures, and duties applicable to the gathering, preservation, taxation, and distribution of the property of a deceased person.