Client Services

The primary goal of our Client Services Department is to ensure that your needs are being met; from your first contact with our firm and through each step of the way. Whether you are utilizing our services for Business Succession Planning, Estate Planning, Medicaid Qualification, Probate, Trust Administration, Guardianship, or Future Care Planning, contact Client Services to schedule an upcoming workshop or an appointment with one of our Attorneys.

Estate Planning Services

Counsel clients on the identification, design and signing of individual client estate plans. Any legal/technical questions or questions regarding the design or signing of client estate plans are handled in this department.

Traditional Planning

Handling all matters regarding Wills, Health Care Proxies, Living Wills, Power of Attorneys, Revocable and Irrevocable Living Trusts.

Medicaid Planning

Pre-crisis planning pertaining to protection of assets from Nursing Homes and ensure eligibility for Medicaid if needed.

Asset Protection Planning

Protection of assets from the Government, Taxes, Lawsuits, and Nursing Homes, divorce, bad business ventures and predators.

Business Succession Planning

Protection of business interests and ensure effective plan in place to continue business if unanticipated incapacity or death of principal. Help business owners explore tax efficient options to sell their business and minimize taxes or transfer it to next generation and to preserve their financial security.

Advanced Tax Planning

Handling all matters concerning potentially large income or estate taxes. State of the art strategies that permit individuals to minimize taxes but maintains control and financial security. We help identify family strengths and goals for 1, 2, 3 or more generations while protecting a lifetime of assets for future generations and from their indiscretions.

Legal Services

We offer legal services for Medicaid, Probate, Trust Administration, Guardianships, Special Needs and Future Care Planning.

Medicaid Qualification

Preparation, submission of application with the Department of Social Services to provide required information and respond to inquiries related to both institutional and community Medicaid. click here for more…

Probate

Handling all matters related to the submission of Will to Surrogate’s Court, Appointment of Executor and administration of the estate.

Trust Administration

Redistribution of trust assets after the death of the grantor to establish post death trusts in accordance with Trust makers wishes.

Special Needs / Guardianship /Future Care Planning

Planning concerns for disabled and/or incompetent individuals regarding their current and future needs.