Welcome, and thank you for visiting my website! If you're a current client, thank you for giving me the opportunity to fulfill your legal needs. If you're a new visitor, I look forward to meeting you and exploring ways we can assist you and your family.
My practice includes: Planning for Special Needs Children, Estate Planning & Medicaid Nursing Home Crisis Planning.
Planning For Special Needs Children
Leaving assets to a child with a disability may disqualify her for essential benefits such as Medicaid and SSI. Moreover, public benefits normally provide for the only the bare necessities such as food, housing and clothing, and will normally not provide your loved one with the resources that would allow them the quality of life you wish for them. Fortunately, Federal and North Carolina laws allow assets to be held in trust, called a "Special Needs" or "Supplemental Needs" Trust for a recipient of SSI and Medicaid, as long as certain requirements are met. I am committed to assisting parents planning for special needs children.
Estate Planning
Through a comprehensive estate plan our clients can achieve these goals:
- To control and preserve my property while I am alive
- To care for myself and loved ones in the event of incapacity
- To give what I have to whom I want, when I want and the way I want
- To save every tax dollar, professional fee, and court cost legally allowable
Where appropriate, your estate plan can also achieve goals such as protecting your children's or loved one's inheritance from creditors, bankruptcy or divorce, or fulfilling your charitable desires.
Medicaid Nursing Home Crisis Planning
A majority of seniors require long term care at some point during their lives. Sadly, many are unprepared for the financial burdens it will places on their families' resources. We help families and seniors avoid the devastating financial effects of long term care.
This website was designed with you in mind. I hope that you will learn more about my practice and that I will answer some questions you may have about estate planning. I invite you to browse through and bookmark it so that you can return to it later.
I will be pleased to hear from you, so contact me via telephone or email with your questions, comments or concerns. Alternatively, we can set up an appointment for an initial consultation at my office. |