Special Needs and
Elder Law

Advocating for Your Needs

• Preparation of estate planning documents, both simple, and complex

• Preparation of Health Care and Financial Powers of Attorney

• Establishment of trusts, including special needs, and supplemental needs trusts

• Advice regarding the sale and transfer of businesses

• Planning for long-term care and Medical Assistance Eligibility, including asset protection planning to benefit a spouse, disabled family members, and heirs

• Caregiver planning

• Nursing home admission and discharge representation

• Establishment of guardianships

• Assistance in obtaining government benefits, including SSI, SSDI, Medicare, Medical Assistance, and Veterans benefits

• Care Management

Team

David Judy

Jennifer Merx

Elizabeth Place

John R. Zonarich