The complex and ever-changing Medicaid rules play an increasingly important role in estate planning. Our expertise in Medicaid, Medicare, Social Security, and Supplemental Security Income law distinguishes us from estate planning attorneys who only have a background in tax issues.

Often the first step in our representation is a comprehensive written evaluation of the client’s situation. A flat fee covers the initial appointment, review of financial and other documents, a detailed letter reviewing the client’s unique situation, explanation of relevant laws, and clearly-explained recommendations about what steps need to be taken to meet the client’s goals in light of the facts and the law, plus a follow-up appointment to answer questions and discuss the appropriate next steps.

Of course, we also provide traditional estate planning documents, including wills, trusts, powers of attorney and health care proxies.