"Life is a journey... start yours with good planning."

"Life is a journey... start yours with good planning."

Elder Law

Elder Law is the legal practice which integrates legal issues which affect elders, the disabled, and their families. Elder Law attorneys take a holistic approach to navigating the legal, medical, and financial issues that arise later in life. We provide for your planning needs as well as crisis planning. Elder Law is not just for the elderly. Rather, it is the practice of law for clients of all ages who are interested in going beyond traditional estate planning which is death focused, to planning that goes beyond and deals with the social and emotional aspects of life planning in addition to traditional estate planning. These include areas of illness, disease, disability, and injuries, in addition to end-of-life matters, and the impact they have on daily living.

Probate & Estate Planning

Probate may be necessary in matters of guardianship, conservatorship, and administering the estate of a decedent. Guardianships are proceedings to appoint a person to make decisions for an individual who can no longer make informed medical or placement decisions. Conservatorships are proceedings to appoint a person called a Conservator to protect the assets of someone who is unable to manage their money and assets due to infirmity, illness, or decline. Probate is also necessary to administer a Last Will and Testament when someone dies or to distribute property when someone dies without a Will. Estate Planning is the lifetime planning process used to transfer ones estate upon their death. It may involve the preparation of a will, trust, beneficiary designations, powers of appointment, real estate ownership, durable financial power of attorney, durable medical power of attorney, gifting, tax considerations, and other planning tools.

Special Needs

Special Needs planning is working with families of children and loved ones with special needs. We assist families resolve their unique legal and financial planning issues. At the heart of planning is making sure your loved one does not lose their public benefits and entitlements such as Supplement Security Income (SSI) and Medical Assistance (Medicaid). We also plan so that your loved one continues to receive the same level of care when you are no longer able to provide it. Important in this process is maximizing their quality of life while fostering independence.

Events & News
February 10, 2016
posted at 12:34 pm
Understanding the Content of the IEP
This workshop is a free workshop sponsored by Michigan Alliance for Parents. PIzza dinner. It will be held on February 18, 2016 from 6:30pm to 8:30pm at Lost Creek Community Center, 275 Lost Creek, Marquette, Michigan. For more information and to register, contact Lisa Casper at 906-483-0442. read more
November 5, 2015
posted at 11:36 am
Michigan Passes the Michigan Achieving A Better Life Experience (ABLE) Act
Michigan passed the state's ABLE Act on October 28, 2015. The law will become effective on January 26, 2016. Beginning January 1, 2016, ABLE savings accounts may be established under this act. This act falls under rules of Section 529A of the IRC. The State Treasurer will administer the Michigan ABLE savings read more
October 28, 2015
posted at 9:14 am
The Achieving a Better Life Experience Act, commonly called the ABLE Act passed congress in 2015. In April, a Michigan State Senator informed me that Michigan is working on legislation to help enable "individuals and families to open ABLE accounts here in Michigan, as well as identifying the funding that would be read more