Trust, Estate and Elder Law Planning
The Trust, Estate and Elder Law group at VFH focuses on client service and customized planning for each individual and family circumstance. We develop and implement plans for clients with varying needs, from basic planning and documentation to specialized planning for taxable estates. We work with clients through all phases and transitions in life, including planning for the care and custody of minor children, planning for retirement, planning for protection and succession of business interests, investments and other assets, and long term care and asset protection planning for seniors and disabled individuals. We work closely with a family's other professional advisors, including financial planners, bankers, accountants and insurance agents to coordinate and assist in implementing a comprehensive plan to address tax, business, investment and personal issues. Our services in this area include the following (among others):
- Estate, Tax and Asset Protection Planning
- Family Limited Liability Companies and Limited Partnerships
- Revocable and Irrevocable Trusts
- Special Needs Trusts
- Durable Financial Powers of Attorney
- Durable Medical Powers of Attorney
- Living Wills and Medical Directives
- Wills, Probate and Estate Administration
- Charitable Planning
We also have significant experience assisting aging individuals and family members in planning for and navigating care and related financial issues. We have worked with many families to preserve assets and maintain their independence and ability to secure quality care. We do a comprehensive analysis for clients anticipating care costs and other circumstances relating to aging, as well as clients in "crisis" due to changes in residential care needs and other health, family and financial issues. Our firm has members in the National Academy of Elderlaw Attorneys and accredited with the Department of Veterans Affairs. We also participate in networks that provide assistance and information for elderlaw planning including ElderCareUSA and Veterans Care USA. In addition to the services noted above for all of our estate planning clients, we provide the following services for aging and disabled clients:
- Life Care Planning
- Veterans Benefits Planning
- Medicaid Planning
- Financing Long Term Healthcare
To initiate the estate, asset protection or elderlaw planning process with our group, please contact our office for more information, or please feel free to download the applicable questionnaire below and submit it to our office to start the process.
Estate Planning Questionnaire (PDF)