Elder Law and Estate planning

Well Planned Journey for Your Peace of Mind

Wills
Testamentary Trusts for children and dependents
Trusts designed to minimize state and federal estate tax
Durable Power of Attorney for financial matters
Durable Power of Attorney for Health Care Decisions
Health Care Directives (“Living Will”)
Living Trusts
Community Property Agreements
Special(Supplementary) Needs Trusts
Medicaid Planning
Long Term Care Planning
VA Benefits Planning
Guardianship

Estate Planning

Comprehensive, Holistic, and Customized Estate Planning
to Protect What Took Your Life Time to Build

In complex estate planning cases, we typically address one or more of the following concerns:

Protection from creditors
Access (or limiting access) to wealth by beneficiaries for a multitude of reasons
Estate taxation, including making effective use of federal and state death tax exemptions
Income taxation
Special needs, disability, and long term care needs
Availability of and eligibility for Medicaid and other government benefits
How taxes will be apportioned
How assets will be efficiently divided or managed now and/or after the clients death or incapacity

Additionally, we will likely consider using a number of different estate planning vehicles to achieve desired results. We utilize a host of trust based planning tools. The following are just a few examples of the estate planning tools:

Grantor Retained Annuity Trusts
Charitable Remainder Trusts
Credit Shelter Trusts
Qualified Terminal Interest Property Trusts
Special Needs Trusts
Irrevocable Life Insurance Trusts.

Successful planning often requires consideration of tax laws. June Weppler has an advanced degree in Taxation (LL..M in Tax) and years of experience in the field of Tax and Estate Planning. To best achieve the client's intent, we may work in collaboration with other professionals (accountants, CPAs, financial advisors, insurance agents, etc.).