Estate Planning

An estate plan is an important part of protecting your assets, yourself, and most importantly, your loved ones. Without the necessary legal arrangements, the courts will decide how to manage your assets, in a way that may not agree with your wishes.

Probate and Estate Administration

Most people own some assets or carry some debt at the time of their death. The assets and liabilities of someone who has passed away form their “estate.”  The process of closing an estate is overseen by the state’s probate court system.

Special Needs Planning

Are you caring for a child or loved one with special needs (such as mental or physical disabilities)? Have you thought about what will happen to him or her when you are no longer able to serve as the caretaker?

Medical Directives

Medical Directives (also known as advance directives)  make provisions for your health care decisions. In Florida, we use the Designation of Health Care Surrogate, which appoints your health care decisionmaker if you are unable to make health care decisions.

Protecting Your Kids

We help parents of young children legally document their guardianship choices, in case something happens to them.

Family Asset Protection Planning

Long-term care is very expensive. And Medicaid eligibility is extremely complicated, and even simple errors can result in a denial of benefits. This can be devastating to the health and happiness of the applicant, their caregivers, and family members.

We help people to ethically and legally convert “countable savings” to “non-countable” savings so that our Elder Law clients can keep their savings and still qualify for Medicaid. This isn’t done out of greed, but out of necessity, so that the Elder Law client is not left impoverished at the cost of long-term care.

Business Succession Planning

Business succession planning refers to the practice of using estate planning strategies to increase the chances for the survival or successful transition of your business when you retire, get sick or die unexpectedly.


A guardianship is a legal proceeding in which a guardian is appointed to exercise the legal rights of an incapacitated person or a minor.