Elder Law and Estate planning
Well Planned Journey for Your Peace of Mind
- Wills
- Testamentary Trusts for children and dependents
- Trusts designed to minimize state and federal estate tax
- Durable Power of Attorney for financial matters
- Durable Power of Attorney for Health Care Decisions
- Health Care Directives (“Living Will”)
- Living Trusts
- Community Property Agreements
- Special(Supplementary) Needs Trusts
- Medicaid Planning
- Long Term Care Planning
- VA Benefits Planning
- Guardianship
Estate Planning
Comprehensive, Holistic, and Customized Estate Planning
to Protect What Took Your Life Time to Build
In complex estate planning cases, we typically address one or more of the following concerns:
- Protection from creditors
- Access (or limiting access) to wealth by beneficiaries for a multitude of reasons
- Estate taxation, including making effective use of federal and state death tax exemptions
- Income taxation
- Special needs, disability, and long term care needs
- Availability of and eligibility for Medicaid and other government benefits
- How taxes will be apportioned
- How assets will be efficiently divided or managed now and/or after the clients death or incapacity
Additionally, we will likely consider using a number of different estate planning vehicles to achieve desired results. We utilize a host of trust based planning tools. The following are just a few examples of the estate planning tools:
- Grantor Retained Annuity Trusts
- Charitable Remainder Trusts
- Credit Shelter Trusts
- Qualified Terminal Interest Property Trusts
- Special Needs Trusts
- Irrevocable Life Insurance Trusts.
Successful planning often requires consideration of tax laws. June Weppler has an advanced degree in Taxation (LL..M in Tax) and years of experience in the field of Tax and Estate Planning. To best achieve the client's intent, we may work in collaboration with other professionals (accountants, CPAs, financial advisors, insurance agents, etc.).
Elder Law and Medicaid
Compassionate - Dedicated - Respectful - Resourceful
Our elder law practice a wide range of issues concerning seniors and their families. The following are common services we provide:
- Long-term care planning for cost of care
- Medicaid asset protection planning
- Medicaid eligibility planning
- Assistance with obtaining government benefits, such as Medicaid long term care benefits
- Medicaid appeals
- Health care and long term care planning
- Hospital and nursing home discharge planning
- Admission or placement to nursing home or other long term care facilities
- Capacity assessment
- Durable Power of Attorney
- Care contracts
- Special needs trusts
- Estate planning with special consideration for long term care needs
- End of life planning
- Elder abuse
- Elder divorce
