I help people plan for the vagaries of life by creating a framework to deal with both the financial and medical issues of incapacity, structruring and protecting assets in business and possible nursing home situations, and insuring that property passes in a way to create the most benefit and least tax consequence at death. I like to work closely with my clients and their other advisors. It is important to me to learn about each client, their family, their business, their interests and their hopes, aspirations and fears, to better understand their situation and meet their needs.
I am a frequent speaker on Estate Planning, Medicaid Planning and Elder Law issues for professional organizations, libraries, support groups, clubs, etc.
Specialties: Estate Planning, Medicaid Planning and Elder law, Special Needs Planning, Probate, Real Estate