ESTATE PLANNING AND ADMINISTRATION, MANAGEMENT AND SETTLEMENT:

  • Wills & Trusts
  • Special Needs Planning & Trusts
  • Preparation of Advance Directives:
    • Durable Power of Attorney
    • Designation of Health Care Surrogate & HIPAA Release Authorization
    • Living Will
    • Declaration Naming Pre-Need Guardian
  • Delicate end-of-life matters and funeral planning
  • Probate Administration.

When administering and settling an estate or trust, CES works collaboratively with other trusted professionals including our clients’ personal representatives, trustees and attorneys. Whether it’s coordinating the payment of final expenses, filing insurance claims, appraising and selling property, or facilitating accountings and the distribution of assets to beneficiaries, CES’ team and associates are ready to serve.

If the preparation of individual, estate and fiduciary tax returns is a concern, our team can recommend qualified, experienced CPA’s to prepare individual, estate and fiduciary tax returns.

ESTATE PLANNING AND ADMINISTRATION, MANAGEMENT AND SETTLEMENT:

Our team of associated elder law attorneys, CPA’s, real estate brokers, financial advisors and property managers can assist the client or client’s external advisors with the following services:

  • Qualified Income and other Irrevocable Trusts;
  • Medicaid Planning & Eligibility;
  • Identify and manage assets and liabilities;
  • Organize, monitor and arrange for payment of debts and expenses.

CALL (833) 404-8960 TO SCHEDULE A FREE PHONE CONSULTATION

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