Trusts & Estates

Meliora Law’s trusts, estates, and elder law team assist clients in developing an estate plan tailored to their specific needs and, when the time comes, assist their loved ones in the administration of those plans.  An effective estate plan allows clients to protect assets from long term care costs, as well as control when and how wealth and assets will be transferred to heirs and beneficiaries.  A well-crafted plan results in a smooth estate administration which can limit tax liability, complexity, time, and expense.  Our team takes a personalized approach—taking our time to get to know our clients, listen to their goals and concerns, and creating a plan to meet those specific needs.

Our services include:

• Review of existing documents and client information
• Heath Care Advanced Directives
• Power of Attorney
• Trust planning, including Revocable Living Trusts, Irrevocable Trusts, Medicaid Asset Protection Trusts, Supplemental Needs Trusts, Estate Tax Planning Trusts
• Trust and Estate Administration & Probate
• Tax Planning
• Real Estate transactions
• Medicaid Applications