Our Services
Certified Elder Law Attorney
Helping seniors deal with important problems when a crisis occurs
Helping seniors deal with important problems when a crisis occurs
We want to be of service to you – to help you avoid confusion in the future. We offer legal expertise which comes from decades of practicing law and serving literally thousands of people like you. We turn your worry, frustrations and fears into peace of mind.
Learn why choosing an Elder Law Attorney is important. Watch this video from the National Elder Law Foundation
In our Estate Planning and Elder Law practice, we have clients with small businesses. Clients often engage in both selling their businesses as they wind down and buying businesses. Transferring businesses to family members is a major part of long-term care planning; especially for Medicaid qualification. Occasionally it may make sense for an elderly client to purchase a business.
Last July we wrote about some changes in IRA distribution law known as the SECURE Act. One change makes designating a Qualified Disability Trust a beneficiary of an IRA instead of an individual efficient for both tax and public benefit purposes. This newsletter explores the use of such trusts and confusion about them.
