Peter brings together high net-worth estate planning with elder law and special needs practices. Well-versed in the estate, gift, and generation-skipping tax codes, Peter works resourcefully to protect his clients' assets. He combines traditional documents like a last will and power of attorney with adaptable tools such as revocable trusts to accomplish complex client goals.
In addition, Peter's knowledge of supplemental needs trusts, pooled trusts and public benefits like SSI, SSDI and Medicaid (also known as Title 19) helps clients navigate the often confusing path to necessary care. With his strong background in issues affecting seniors and those with special needs, Peter guides clients through the challenges of living a normal life when impairments of age, injury or birth make you different.
Whether he is mentoring proud parents in better ways to leave a legacy for future generations with bright prospects, or helping aging spouses ensure each other's long term care while protecting the house for their children, Peter loves to make his clients feel at ease. When clients were at a loss for how to keep young grandchildren from squandering their inheritance, Peter reveled in showing them all the different ways to provide for their grandchildren while protecting those hard earned assets. Whatever the situation, Peter enjoys showing his clients how much peace of mind a good estate plan can provide.