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Wills, Estates & Elder Law

Our Services Include:

  • Basic Wills and Powers of Attorney
  • More Complex Estate Planning
  • Estate Administration and Trust Administration
  • Probate and Probate avoidance
  • Retirement Planning or Life Planning
  • Guardianship and Conservatorship
  • Medicaid and Long Term Care Planning
  • Veteran's Benefits for Aid and Attendance Planning
  • Special Needs Planning
  • Fiduciary Litigation
  • Prenuptial Agreements
  • Uncontested Divorces and Separation Agreements
  • Other Family Law matters

Wills, Trusts and Estate Planning

We help each of our clients develop an appropriate estate plan for their goals and objectives. For some individuals, this means preparing a basic will, financial power of attorney and a medical power of attorney. If there are young children, naming a guardian and setting up a trust in the wills may be important. Other clients may need more complicated estate planning due to the size and composition of their estates or the particular needs of their beneficiaries. Considerations can include, for example, revocable living trusts, asset protection plans, irrevocable trusts or special needs trusts. Sometimes there are blended family considerations. Our help with these matters is tailored to each person's particular situation. You don't have to come in already knowing what you want or need. We can advise you on what to consider in setting up your plans and documents. Our goal is to keep things as simple as possible while being sure the necessary plan and documents are put in place to carry out our clients' values and goals based on the choices they make.

Elder Law and Lifecare Planning

Seniors or their children concerned about long term care, assets protection and accessing government benefits can seek elder law services from our firm. Preparing to retire or receiving a diagnosis of Alzheimer's, suffering a serious illness or moving into a new stage of life can cause people to feel an urgency to put their legal affairs in order, making sure that they are taking correct steps to protect themselves and their loved ones. It is important to talk with us before making big changes such as gifting assets or retitling real estate as these steps can have both asset transfer and tax issues that may not be understood when people rely on the well-meaning advice of family or friends who may not understand what is best in that person's unique situation. Facing serious illness or declining health may lead people to seek lifecare advice concerning aging in place or finding an assisted living, memory care facility, or nursing home and paying for the costs of care. Having a child with special needs makes clients aware of the unique lifecare and special needs planning they need to do with the help of an elder law attorney.

Estate and Trust Administration

You may have been named as the Executor or Administrator of an estate or as a Trustee. We can help you carry out your duties. Or, you may be a beneficiary of an estate or trust wanting help being sure your interests are protected.

Long Term Care

We assist families who are faced with long term care for themselves or their loved ones. This can include planning for aging in place, legally protecting assets, determining how to pay for care including for those who can qualify for Medicaid or Veteran's Benefits for Aid & Attendance. Careful planning and having the necessary documents in place are of critical importance. We recommend coming in for a consultation at the earliest possible time to avoid missteps and putting a good plan in place.

Special Needs and Disability Planning

If you have a love one with special needs, we can help you develop an appropriate plan and create a special needs trust.

Guardianship and Conservatorship

We represent clients in guardianship or conservatorship proceedings, which should only be a last resort when other measures are not sufficient.

Proper Uses and Abuses of Powers of Attorney

We represent seniors when an abuser has made illegal or improper use of their assets through abuse of a power of attorney or through other means such as fraud, duress, or undue influence.

Wills Contests and Fiduciary Litigation

We represent clients in wills contests and fiduciary litigation.

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RICHMOND OFFICE 12090 West Broad Street, Suite 200, Richmond, VA 23233