I regularly advise clients on all matters related to estate planning, special needs planning, estate and trust administration, and elder law. I work closely with clients to identify their estate planning goals and prepare the necessary Wills and Trusts to implement my clients’ wishes.I work in close partnership with my clients on the development of their estate plans. I understand that estate planning conversations about private family matters and finances may be uncomfortable. I meet my clients where they are and recognize that each family is unique. I am there to help.My philosophy is holistic. I build a relationship with my clients and their families, so I have them covered legally and can jump right in should my clients experience an emergency. As part of the planning process, I offer a family meeting to help all family members and friends named as agents, personal representatives or trustees understand my client’s intentions.
To ensure my clients’ estate plans are properly implemented, I assist my clients with updating beneficiary designations and proper titling of assets. I work closely with the other advisers in their lives, such as their financial advisers, accountants and insurance advisers.
I understand that planning for special needs individuals is complex. Each case is specific to that person’s needs and abilities. I help families resolve concerns beyond legal matters. I prepare special needs trusts as the overarching plans for the entire life cycle of the individual. There are several types and I help clients choose appropriately. The trusts I draft are flexible to anticipate future changes in the law and government benefits.
I understand the importance of protecting continuing eligibility for available services, such as social security, medical assistance and services with the DDA, as well as home and community-based waivers.
