General Civil matters, business, real estate, contracts legacy planning and special needs planning;
Carol Johnson Law Firm, P.A., provides comprehensive civil matter representation for clients interested in all manner of estate and legacy planning and special needs planning, including real estate sales and acquisitions; transactional support for legacy business systems, tax avoidance planning, business entity creation - 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;
- Handling Guardianships and contested-Guardianship proceedings;
- Preparing a comprehensive transition plan;
- Providing complete Probate and / or Trust Administration services.
Advocating for the Elderly & Disabled:
Exploitation of the elderly and disabled are crimes that often go undetected until the victim is either dead or broke. 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, are excellent ways to secure your assets against exploiters. Ask how a Revocable or Special Needs Trusts can be used to protect your legacy, or a vulnerable family member.
Estate-planning and Wealth Management:
- Wills - Having a Will is an important start to estate planning. 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. Without a Will or Will-substitute, the State decides who gets your assets.
- Trusts - Trusts are a type of Will-substitute. They avoid probate and give you the power to decide how and when (and, of course, to whom) your estate will be distributed during your lifetime and after you're gone. There are many different types of trusts available 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, incorporating estate planning solutions for special needs family members may be the largest part of the Firm's practice.
- Living Wills and Advance Directives - The importance of having clearly written Advance and Health Care Directives and a Living Will is evidenced by the lengthy, expensive and bitter court battles that have ensued in the absence of an unimpeachable Living Will. The Firm can prepare all the documents needed to make your wishes clear for end-of-life decisions.
- Guardianships and Conservatorships - Guardianships and Conservatorships should not be taken lightly. They strip the party for whom the proceeding is sought of fundamental civil rights. The Firm helps clients determine if a guardianship is necessary or warranted in order to protect the interests of a special needs family member and provides representation in understanding and navigating the guardianship legal proceedings.
Call today to discuss your estate-planning goals!