Practice Areas

 

Honesty, Integrity, Reliability

Estate Planning:

  • Wills
  • Trusts
  • Powers of Attorney–Financial and Medical (designed to address Alzheimer’s and Dementia)

 

Probate Avoidance:

  • Pay on Death (POD) and Transfer on Death (TOD) Planning
  • Transfer on Death Deed (for home, vacant land, vacation property)
  • Creation of Revocable Trusts and assistance with funding to avoid probate

 

Probate and Trust Administration and Post-Death:

  • Informal and Formal probate administration
  • Summary Probate Proceedings
  • Post Death Real Estate Documents (ex: removing a spouse’s or parent’s name from title to the home or other real estate)
  • Preparing and Filing Affidavits of No Probate with original Wills
  • Trust Administrations (procedures to follow to manage and distribute Trusts after death of the creators of the Trust)

 

Elder Law:

  • Assistance with Medicaid Applications
  • Planning for Long Term Care
  • Determining Married and Single Exempt and Countable Assets and Divestment and Estate Planning Strategies for Spouses to Maximize Preservation of Assets
  • Guardianship and Conservatorships
  • Types of Real Estate Ownerships
  • Irrevocable Trusts

 

Residential Real Estate:

  • Purchasing a Home
  • Selling a Home

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