General Civil matters, business, real estate, contracts and closings;
Providing comprehensive representation to estate and wealth management clients frequently entails engaging in civil legal services such as real estate sales and acquisitions; providing transactional support for legacy business clients, including applicable sales and environmental regulations - all things related to estate and wealth management.
Advocating for disabled individuals and their families:
- Preparing Advance Directives for the disabled individual and their families / caregivers;
- Protecting family and individual assets while maintaining eligibility for necessary government benefits;
- Preparing a comprehensive transition plan;
- Providing complete Probate and / or Trust Administration services.
Advocating for the Elderly & Disabled:
As we get older, too often we can become prey for those who would take advantage of us. Fraudulent phone schemes and email scams against the elderly are on the rise, according to reports from Attorneys General across the country. The best offense is always a good defense against financial crimes of opportunity. Setting up a secure Trust account to protect assets or a Special Needs Trust, in case of disability, is one of the best way to secure your assets. Ask how a Revocable or Special Needs Trusts can be used to protect your legacy.
Estate-planning and Wealth Management:
- Wills - drafted with your specific desires in mind. A well-drafted will allows you to determine where or to whom you wish your personal and real property to go. It also should take into account existing and future tax implications to maximize the value and tax benefits realized by the eventual beneficiaries of your estate.
- Trusts - there are many different types of trusts that can be created depending on your estate-planning goals. The best type for you can be discussed during consultation. While the primary focus of Carol Johnson Law Firm, P.A., is to provide comprehensive estate-planning and wealth management solutions and trusts for individuals and families, preparing estate planning solutions for disabled family members is also a large part of the Firm's focus.
- Living Wills and Advance Directives - making your wishes clear for end-of-life decisions. The importance of having a clearly written Advance Directive and Living Will is evidenced by the lengthy and expensive, bitter court battle that ensued in the Terry Schiavo case due to the absence of an unimpeachable Living Will.
- Guardianships and Conservatorships - helping clients determine if a guardianship is necessary or warranted in order to protect the interests of the disabled party, providing representation in understanding and navigating the guardianship legal proceedings.
Call today to discuss your estate-planning goals!