Estate Planning

Estate Planning encompasses a broad range of legal planning issues, including the use of a will versus a living trust; community and separate property interests; the use of community property and/or prenuptial property agreements; and the preparation of Medicaid Qualifying Trusts and Special Needs Trusts.

Asset preservation and long–term care planning are often of major concern to our clients. Management of assets and health care decision–making are also important. We also advise heirs and fiduciaries on the process of probating estates and managing trusts.

Estate planning does not end with our elder clients; it is multi-generational. It is equally important that the children of our clients follow in the footsteps of their parents and consider these same planning issues.

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