Estate Planning
Designs and implements sophisticated estate plans and wealth transfer strategies for high-net-worth individuals and families.
Services Include:
- Complex trust planning: Spousal Lifetime Access Trusts, Tennessee Investment Services Trusts, Dynasty Trusts, and Charitable Split Interest Trusts
- Multi-generational tax planning and wealth preservation
- Family business succession planning
- Charitable entity planning
- Traditional planning: Wills, revocable trusts, powers of attorney, advance directives
- Coordination with tax and investment advisors
- Plan implementation and asset retitling
Elder Law
Provides comprehensive planning for seniors and their families, addressing financial, legal, and personal care needs.
Services Include:
- Trust planning: Supplemental Needs Trusts, and Medicaid Asset Protection Trusts
- Incapacity planning
- Benefits planning: Medicare, Medicaid, Social Security
- Crisis planning and home visits
Special Needs
Creates holistic plans for families who have loved ones with special needs, protecting government benefits while preserving family wealth.
Services Include:
- Trust planning: First-Party (d4a) and Third-Party Special Needs Trust
- Guardianships and conservatorships
- Benefits coordination: Medicaid, Medicare, SSI
- Comprehensive care planning: housing, transportation, employment opportunities
- Specialized estate planning and home visits