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Estate Planning

I provide comprehensive estate planning counseling, advice, and drafting, with attention to detail, to protect you and your loved ones in the event of your incapacity or death.   I have many years of experience attending to the special concerns and needs of LGBT families and individuals.

Documents that my office drafts include:
  • Wills
    • Simple Wills
      • With custodial account for beneficiaries who are minors or incapacitated
    • Wills with Trusts
      • Trusts for children
      • Trusts for other beneficiaries
      • Supplemental Needs/Special Needs Trusts for beneficiaries who are receiving Medicaid or may need to apply for Medicaid in the future.
    • "Pour-Over" Wills when the estate plan includes a Revocable Trust.
  • Trusts
    • Revocable Trusts and Qualified Spousal Trusts
    • Trusts for children, or other beneficiaries
    • Supplemental Needs/Special Needs Trusts for beneficiaries who are receiving Medicaid or may need to apply for Medicaid in the future
  • Custodial accounts for minor beneficiaries
  • Powers of Attorneys
    •  Financial Affairs
      • With General Powers for All Purposes
      • Limited Financial Power of Attorney
    • Health Care Powers of Attorneys
      • HIPAA Release, if you want any other person(s) to have access to medical information about you
      • For minor children
    • Sepulcher Powers of Attorney (to designate the person to handle your arrangements upon your death)
  • Living Wills (Directives as to end-of-life care)
  • Nominations of Conservator and Guardian
    • For yourself
    • For your minor children
  • Non-Probate Transfers
    • Beneficiary Deeds for real estate
    • Beneficiary designations for life insurance policies
    • Beneficiary designations for IRAs and retirement plans
    • Pay-on-Death (POD) designation for financial accounts
    • Transfer-on-Death (TOD) for motor vehicles
    • Deeds of Gift for tangible personal property
  • Warranty Deeds and Quit Claim Deeds
  • PreNuptial Agreements
  • Agreements regarding Estate Planning
  • Trustee Advice
Click on the "Medicaid Planning" link for more information about Supplemental Needs/Special Needs Trusts. 

Click on the
"Powers of Attorney," link for more information about Powers of Attorney, Living Wills, and Nominations of Conservator and Guardian. 

Click on the "Real Estate" link for more information about real estate.


Click on the "Probate" like for information on probate.