Trusts, Wills, Powers of Attorney, Living Wills, Revocable Living Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts
Trusts (revocable and irrevocable), wills (simple and complex), powers of attorney (financial and healthcare), and living wills. Regardless of your age or what you own, you need an estate plan, and we want to work with you to design an individualized estate plan that best meets your goals and unique circumstances. Click here for more information on how the estate planning lawyers at Pearson Bollman Law can assist you.
Asset Transition, Will Contests, Beneficiary Claims, Settling Estates
When you die owning property, the disposition of your estate must be administered by the court through the probate process. Settling the affairs of a deceased person can be a difficult and complex process. The probate lawyers at Pearson Bollman Law represent executors and administrators and help ensure that the asset transition is smooth and efficient. Click here for more information.
Successor Trustee Duties, Trust Litigation, Administration Checklist
If a decedent had a properly drafted and funded trust, probate is generally not required. Unlike a will, a trust is a private document and need not be filed with the probate court. Nonetheless, the successor trustee must still take steps to administer the trust: Beneficiaries must be contacted and kept informed; the trust-maker's assets gathered and invested; any debts paid; potential creditors notified; taxes filed and paid; and assets and/or income distributed in conformity with trust provisions to beneficiaries. Click here for more information on how Pearson Bollman Law can assist your family through the trust administration process.
Medicaid Eligibility, Medicaid Planning, Medicaid Spend Down, Medicaid Transfers, Miller Trusts, Medicaid Estate Recovery
With the high cost of long term care, planning in advance for your long-term care needs is important. Medicaid is one option available to seniors to help pay for their long term care, provided certain eligibility requirements are met. The elder law lawyers at Pearson Bollman Law can help you understand the often complex Medicaid eligibility requirements and restrictions. Click here for more information on how Pearson Bollman Law can assist you in the Medicaid planning and application process.
VA Pension Eligibility, Improved Pension, Pension Benefits, Aid & Attendance, Veterans Affairs Benefits
The VA Aid and Attendance Pension is an income benefit many wartime veterans and their surviving spouses can receive to help offset the high cost of long term care. Yet many families are not even aware that this benefit exists. These extra dollars can be used to pay for care in your home, in an assisted living facility, or in a nursing home. The elder law lawyers at Pearson Bollman law are accredited by the VA and can, through proper legal planning, assist you in meeting the strict financial eligibility requirements. Click here for more information.