Areas of Focus

Long-Term Care Planning

People are living longer, and nearly every client has a family member, friend, or co-worker that is facing Long-Term Care issues for a loved one. When I first began practicing law, it was not common to be asked about skilled nursing related issues. Now it is rare that a client, regardless of age, does not bring up the possibility of requiring skilled nursing care in the future. Our practice focuses on the client and their family needs, not just the finances. During this time, listening is critical as often the client and their family are in emergency mode. We make sure to provide reassurance, guidance, and patience during this difficult time, while also understanding the complex factors that go along with Long-Term Care Planning. Our goal is to help educate the client and family to help reduce the anxiety and fear that is common during this time. While we cannot take away the pain, anguish, and sorrow of seeing a loved one in a serious health emergency, we can provide solid legal advice and counsel.

Estate Planning

With emerging technology and access to information, clients are more educated than in years past. Some may have a preconceived notion as to what documents best suited their estate planning needs. When I first began practicing law, clients commonly thought that if they have a Will, they will avoid probate at death. Currently, the belief is that if they have a Trust it will automatically avoid probate at death. However, these beliefs are incorrect. Our job is to help educate each client, carefully review their circumstances, and provide the best legal advice. There is no cookie cutter or one-size fits all plan. Each client has a different set of unique circumstances, whether it is planning for the family farm, a blended family, or planning for a disabled child. Our goal is to listen carefully and provide the best estate planning services to fit each client’s individualized needs.

Probate and Trust Administration

When facing the death of a loved one, it can be difficult and overwhelming to navigate the legal system. We are here to give you a clear understanding of the administration process, peace of mind during this challenging time, and are available to listen and counsel.

Guardianship and Conservatorships

Sometimes life happens before you can plan. If a General Durable Power of Attorney – Financial was not signed and in place prior to a medical episode, a loved one may have to petition the Court for Conservatorship to be able to manage assets for the incapacitated family member. Although a Conservatorship requires ongoing Court supervision until death, occasionally the Court involvement can be limited to a single Court transaction; this request is called a Petition for Protective Order. Other times, immediate medical care is required and if there is no Durable Power of Attorney – Health Care or Patient Advocate in place, there may be an emergency need for an appointment of a Guardian. This would ensure that your loved one receives the medical treatments they need. With over 25 years of experience, including being a Court-Appointed Conservator and Guardian Ad Litem in numerous case, we can help guide you through the Guardian and Conservator process.

Business Planning and Succession

Whether you are forming a new business, your business is expanding, or you are looking to pass your business to the next generation, we can help. From Buy/Sell Agreements (whether you are purchasing or selling), real estate and leasing issues, formation of a business, and succession planning.

Residential Real Estate

Whether you are selling your home, or are a first-time home buyer, we are here to assist you. We will walk you through the legal requirements of a home sale or purchase, assist with Purchase Agreement, Land Contract, Deed, and closing.