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, and
- 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 the 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 demands the high level of tax knowledge. 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, financial advisors, insurance agents, etc.).
Elder Law and Medicaid
Compassionate - Dedicated - Respectful - Resourceful
