We provide guidance to elders who wish to plan for their future and that of their loved ones. With thorough knowledge of applicable laws, we help to develop plans that minimize taxation and maximize preservation of assets, while ensuring the availability of adequate funds and services to maintain personal and financial independence for our clients as long as it is safe and feasible to do so. To address each client’s individual needs, we can draft the following instruments:

• Will
• Durable Power of Attorney
• Health Care Proxy
• Living Will
• Trusts

For those who no longer have the capacity to manage their own care and finances, we assist caring family members, hospitals, nursing homes, and elder protective agencies in safeguarding elders’ personal and financial welfare, balancing each elder’s need for independence with safety. With expertise and cost-effective utilization of paralegal skills, we are able to secure necessary court orders quickly. These services, which involve litigation, include:

• Guardianship
• Conservatorship
• Petition for extraordinary treatment    (Commitment or Rogers)
• Petition for license to sell real estate
• Petition to establish an estate plan
• Inventories and accounts