Elder Law

Basic Elements:

1.      Planning  for Medical Assistance

2.      Incapacity planning

• Powers of attorney
• Healthcare directives
• Guardianship/conservatorship

3.      Traditional estate planning

• Estate tax planning
• Probate and probate avoidance                                  

4.      Financial planning

5.      Tax planning

6.      Residential real estate law (esp. liens)

7.      Family law     

• Marital property
• Grandparent visitation rights
• Third party Custody

8.      Will and trust contests

9.      Supplemental and special needs trusts

10.    Fiduciary obligations

11.    Social Security disputes

• Eligibility requirements
• Survivor benefits
• Disability benefits

12.    Veteran’s benefits