Federal Real Estate Planning
We have performed estate planning and administration for over 35 years. We are expert in Federal estate, gift, and generation-skipping transfer tax, an in income taxation of decedents.
We also provide elder law services. What we will not do is transfer a client’s assets to their children or others, impoverishing the client, to qualify the client for Medicaid nursing home coverage. Our client’s assets will be used to provide the best possible care for our client. We represent our client, not their children or anyone else.
We will help arrange a married couple’s financial affairs so that one of them can qualify for Medicaid nursing home coverage without impoverishing the other (“community”) spouse.
Once our client is in an assisted living or memory care facility, we regularly visit the client, and monitor
his or her care.