The World Is Evolving.

So Is Your Attorney.

Phone

615 640 0713

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  • PERSONAL INJURY

    You probably had a doctor evaluate your injuries.  So doesn’t it make sense to have a lawyer evaluate your legal claim?  The insurance company wants you to settle quickly in hopes that you’ll settle for far less than your case is really worth.  An experienced personal injury attorney can help you by reviewing your file.  He will look at the police report, doctors’ statements, medical bills, time lost from work and other information.  Then he can give you an informed opinion about the estimated value of your case. If you’d like me to evaluate your case – without any cost or obligation – please don’t hesitate to call.

    We’ve been successful in cases from Oklahoma to Florida. We’ve handled catastrophic cases, wrecks involving worker’s compensation, dump truck cases, roll overs, and uninsured/underinsured cases.

  • ESTATE PLANNING

    Benjamin Franklin’s astute observation that “in this world nothing is certain but death and taxes” is as true today as ever. Fortunately, advances in the tools and techniques of estate planning in the decades since those famous words were spoken have enabled sophisticated tax or legal counsel to mitigate their effects.  Life takes unexpected turns. Incapacitation or end of life may make it difficult or impossible for you to communicate your wishes regarding your property, assets, long term care, and medical treatment. This is why it is essential to have the proper planning in place before you need it.

    You may be wondering:

    • What is a Living Trust? Is it right for me?
    • What taxes will apply to my estate after my death?
    • How can I minimize the taxes for my estate?
    • How should I plan for my minor or disabled children or grandchildren?
    • Should I list my estate as beneficiary of my retirement accounts?
    • Do I need a Power of Attorney if I am married?
    • What is an Advance Directive and why is it important?
    • Who has the authority to make end-of-life decisions for another person?
    We will be able to answer these questions and many more when you come for a working consultation at our office. We will then draft up the specific documents that you require. These may include:

    Wills
    We will help you to draft a Will that stipulates your specific desires regarding the division of your assets and the handling of your estate. This allows beneficiaries of your Will to avoid conflict and costly negotiations down the road, as well as insuring that your wishes are known and acted upon. We consider all circumstances when drafting your Will, including tax considerations and complicated beneficiary situations.

    General Durable Powers of Attorney
    We will also help you legally designate who you wish to be the Power of Attorney for yourself or a family member for managing financial affairs. This document allows your chosen agent to act on your behalf for a wide variety of financial matters if you are unable to do so. A carefully drafted Power of Attorney will give you peace of mind, insuring you know that critical decisions regarding your well-being are always in good hands.

    Trusts
    Trusts are useful, although often complicated, legal tools that we often use in well-executed estate plans. Trusts allow more flexibility with regards to the distribution of your assets. For instance, setting up a trust may be a wise decision when planning for specific circumstances such as minor and special needs family members, second marriages, or asset protection for you, your spouse, or your children.

    Advance Directives and Health Care Powers of Attorney
    We also include an Advance Directive and/or a Health Care POA in your estate plan. An Advance Directive is an important document that stipulates your end-of-life health care wishes, such as whether you want to continue living on artificial life support if you are at end of life. A properly drafted Advance Directive will take the weighty burden of these sensitive decisions, if ever necessary, off of your loved ones. A well-executed Health Care Power of Attorney is equally vital to insure that your loved ones are able to as your advocate in health care situations.

    Medicaid & Long Term Care Planning
    As yourself or a loved one ages, it may become clear that extended care will be necessary in the near future. In these situations, the burden of determining the appropriate level of care and how you will afford it can be overwhelming. We help clients in all types of care and all stages of the process.
    You may be wondering:
    • Will we have to turn over all of our money to a nursing home?
    • How can we pay for home health care?
    • What is the difference between Medicare and Medicaid?
    • Can we protect our home or other assets if long term care is needed?
    • When should I/we begin planning to be prepared for the costs of long term care?
    • If a spouse or parent is already in a facility, is it too late to engage in asset protection planning?
    • Can my children be held responsible for the cost of my care?
    • What home and community based services are available as an alternative to nursing home care?
    • What rights do I have as a nursing home resident?

    Long Term Care
    Long term care is the service provided to elderly, ill, or disabled individuals who need help meeting physical and emotional needs for an extended period of time. Long term care can be received in the home (either by a hired care giver or a family member) or in personal care, an assisted living facility, hospice facility, or nursing home setting. You may have learned that finding and paying for quality long term care is a struggle that seems impossibly complex.  We’re here to help.  Our skills offer you qualified aid in accessing and finding funds to pay for the highest quality of care in the least restrictive setting.

    Medicaid Applications & Asset Protection
    We make accessing public benefits that may be available to you an integral part of our long term care planning process. Medicaid is often an option for families struggling to keep up with the cost of care and medical treatment. However, the application process can be complicated and overwhelming, especially if you are already in a stressful family situation. You may also find it difficult to maintain your remaining assets and still qualify for Medicaid. We will take the burden off your shoulders by aiding you in every step of the planning as well as the application process. We establish the legal and financial groundwork to make sure you, your family, and your assets are protected. We are devoted to getting you the benefits, protection, and quality of care you deserve.

    Estate and Trust Administration
    If you are processing the death of a family member, both emotionally and legally, you are probably feeling overwhelmed. We understand that the legal process required to handle an estate can be extremely complicated and confusing. Let go of your stress and put your worries at ease, because we are here to help.
    You may be wondering:
    • What are the important deadlines for an estate administration?
    • What if we cannot find the Will?
    • Do I really need to probate my family member’s will?

    The maze of taxation law that comes with estate administration can be baffling. Our expertise will be utilized to be certain that all relevant estate tax and inheritance tax returns are prepared and filed for the estate. As well as addressing tax returns, the process of Estate Administration can include the collection of assets, settlements of debts and credit, and possible sale of real estate.  We will make sure that you comply with all of the legal necessities of an estate administration and that possible mistakes and subsequent liabilities you may bear as Executor or Trustee are eliminated.

    Special Needs Planning
    We know the importance of protecting and planning for individuals with special needs. However, you may find yourself confused by the options available to secure a stable financial future if you or a loved one is living with a disability.
    You may be wondering:
    • Should I disinherit my disabled child so I do not interfere with his or her public benefits?
    • What is the difference between SSI and SSDI, and what are the eligibility criteria?
    • What public benefits are available for disabled children and adults?
    • How will an inheritance, a gift, or a lawsuit settlement affect eligibility for public benefits?
    • What kinds of special needs trusts are available?
    • What are the responsibilities of the trustee of a special needs trust?
    • What is a pooled trust?
    • How do we pick trustees to help administer these complex trusts?

    If you are interested in setting up a special needs trust for a disabled child or grandchild, we will begin the process of 3rd Party Special Needs Trust planning, which will allow your loved one to receive inheritance and protect their assets while continuing to receive important public benefits.

    On the other hand, a 1st Party Special Needs Trust may be necessary if you have been disabled by an unexpected illness or injury. In both of these situations, we have the expertise to insure that you protect the assets you may have from litigation proceeds, inheritance, gifts, or public benefits.

    Financial and legal planning for disabled individuals in both 1st and 3rd party cases is an essential process which cannot be overlooked, and we are here to help.

    Guardianships
    If a loved one does not have a Power of Attorney in place and is incapacitated to the point of being unable to make decisions about personal and financial affairs, you may be wondering how these important choices will be made. Do you have the legal authority to make the decisions that you know are in your family member’s best interest? If you don’t, who does?
    Petitioning for the appointment of a guardian for an incapacitated individual can be a costly and difficult process. A guardianship for your loved one in need of assistance can be arranged to obtain the legal authority necessary to protect the personal and financial matters of your incapacitated family member. Specialized guardianship petitions can also serve an important legal function in the context of Estate Planning, Medicaid Planning, or establishment of First Party Special Needs Trusts.
    We can aid you in becoming the decision maker for a family member in need of assistance, giving you the peace of mind and security in knowing that your loved one is safe and in good hands.