Bregman & Lantz Law is dedicated to providing you with services required through every stage of your life, from trust creation and administration, through Medicaid planning and will preparation, to inheritance tax returns & Power of Attorney. We are especially proficient in:
Elder law is a relatively new area of law that deals with the issues faced by the fastest-growing segment of the U.S. population – the elderly. As we grow older, it’s vital to ensure that your affairs are in order, and are in line with your desires. We at Bregman & Lantz Law are dedicated to providing you the most comprehensive assistance possible while you plan for the future, including proper asset protection planning services, long term care planning, and nursing home planning.
Maintaining control over the future of your finances and assets is something you need to guarantee now to safeguard against any unforeseen circumstances. If you don’t take the necessary steps now, your family and loved ones could face weeks or months of difficult and costly legal battles. We’re experienced in helping you preserve wealth, minimize taxes, and ensure property gets transferred to the right hands.
Avoiding probate court and overbearing taxation is a necessity when it comes to properly administering an estate. A will, while vital, does not cover every caveat, and not having every outcome planned for could prove costly. Our team can assist executors in the collection and distribution of assets, and help complete state and federal tax returns to ease the burden on the executor.
Caring for an individual with special needs is one of the most challenging and rewarding experiences in an individual’s life. But should something happen to you, it’s imperative to have a plan in place to make sure their needs will be covered for years to come. We have the skills to put together a Special Needs or Supplemental Needs Trust that can provide for your loved ones in ways Medicaid and Supplemental Security Income cannot.
The creation and execution of a trust can provide a number of benefits to the people you care about in your life, including probate court avoidance, reducing federal & state inheritance or income taxes, providing long-term care and support to minors or individuals with special needs, and protecting and properly distributing your assets. Trusts help to fill the gaps and give more strongly dictated guidance to a will, and is an integral step to fulfilling your final wishes.