Elder and Special Needs Law Team
The Elder and Special Needs Law Team centers on personal, in-depth counseling to individuals and families on a variety of lifetime and long term care planning issues, including financing options available for long term care through the use of long term care insurance, reverse mortgages, access to public benefit programs such as Medicaid, Medicare, and Veteran’s benefits and the use and maintenance of Supplemental Social Security (SSI) cash benefits.
We have extensive experience in disability planning for special needs clients and their families from evaluating, drafting and executing special needs trusts to advising and administering the trust. For accident or injury victims, we can assist trial counsel in insuring that a tort victim retains public benefits including SSI and Medicaid while benefiting from significant tort recovery.
As estate planners, we prepare and counsel on all estate planning documents and wealth transfer methods including wills, trusts, and property transfers. And, we assist in planning for the care of the incapacitated through use of durable powers of attorney, living trusts, appointment of health care agents, declarations of a desire for a natural death, irrevocable and special needs trusts as well as the use of guardianship proceedings when appropriate.
We handle all aspects of probate and fiduciary representation from ordinary uncontested matters to complex actions involving litigation among the interested parties. We do all this in accordance with client goals, at a reasonable cost, and in cooperation with the clients' other professional advisors.
We Can Help
- Filing and Processing of Medicaid Applications for Nursing Home and Special Assistance
- Evaluating, Drafting and Counseling for the use of Special Needs Trusts for Disability Planning
- Counseling the Special Needs Trustee on Administering the Special Needs Trust
- Preparation of Estate Planning Documents
- Incapacity Planning
- Guardianship Representation
- Probate Administration
- Probate Litigation
- Fiduciary Representation
- Elder Exploitation Cases
- Fiduciary Litigation
- Trust Litigation
- Wills Litigation
- Individuals and Families
The MWB Edge
If you have questions concerning Elder Law, or if you need Elder Law Attorneys or assistance with Special Needs Planning, please contact us. Our Elder and Special Needs Planning team works seamlessly with our estate planning team and all other MWB legal teams to fully service the needs of our clients. And, with an increasing presence of Florida resident retirees making western North Carolina their secondary residence, our team offers a significant advantage representing clients with extensive and significant experience in North Carolina elder, estate and special needs planning.
Download FormsNote: You may manually complete a form in hard copy and submit to your attorney, or fill it in electronically and email the completed form.
*Second photo in header courtesy of Givens Estates.