Asset Preservation / Elder Law

Our attorneys offer substantial experience in estate planning for clients of all ages. Our ultimate goals for our clients include devising strategies to ensure that their interests will pass to their loved ones or intended beneficiaries in accordance with their specific wishes, with a minimum of taxes, whether it involves situations such as the succession of a family business or providing for a disabled child with special needs. We are available to meet an ill or disabled client at his or her home, or in a hospital or nursing home if necessary. Among the services we offer are the following:

Asset Preservation - Long Term Care Planning

Most of us know someone who someone who has lost all of their savings and even their home because they needed expensive nursing home care. We can help clients plan in advance to protect assets and ensure that their home and savings will be preserved for their spouse and children if they need nursing home care in the future. In addition, we can help clients explore alternatives to the nursing home as their care needs increase with age or disability.

Trusts

Trusts are a tried and true estate planning tool that can be used to benefit clients in many situations. Trusts can be used to hold assets for a disabled child while preserving eligibility for social security disability or other benefits. In addition, trusts are often the ideal option for planning to protect assets from nursing home costs.

Guardianships

Our attorneys have represented many individuals and families in guardianship proceedings in order that an individual may be appointed by the Court to act as guardian for an incapacitated person. Alternatively, we may also represent the interests of the allegedly incapacitated person in such a guardianship hearing.

Our estate planning attorneys are Dale A. Tice, Andrea P. Pulizzi, Craig Harris, and Martin A. Flayhart.