Real estate is one of the most important and most valuable assets that most American families possess, often representing one-third of total value of an estate. Commonly, real estate is used as a bulwark against future nursing home expenses through the use of Asset Protection Trusts. Real estate may also be transferred into a revocable or 'living' trust.
We provide the deeds to make these transfers and can provide additional assistance with vacation properties, camp grounds and other real property asset transfers as part of a larger estate planning package.
I am a passionate advocate for families who are in need of estate plans that take into account their unique situations and concerns. I enjoy engaging with the concerns of an aging population through carefully planned, drafted and executed estate plans contemplating inherited retirement accounts, Medicaid spend down strategies, asset protection, and creditor protection for beneficiaries, advanced will techniques such as separate share trusts, testamentary trusts, insurance trusts, revocable living trusts and irrevocable trusts both of grantor and non-grantor varieties.