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Individuals, Families and Estates
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888-675-2583
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Estate Planning
The Sugarman Law Firm?s Trusts, Estates and Elder Law Department provides a broad range of legal services related to estate and transfer tax planning, from preparing simple wills to preparing and administering complex trusts. The department is managed by attorney Charlene E. McGraw, whose 20 years of legal experience include 10 years as a trial attorney and litigator. Consequently, the department is especially adept at handling litigation related to estates and trusts and will disputes.We also counsel clients regarding health care directives, living wills, powers of attorney, Medicaid, long-term care, and nursing home planning. (See Medicaid and Long-term Care Planning.) Our attorneys are well versed concerning guardianship proceedings and the special rules applicable to planning for individuals with disabilities. We welcome the opportunity to help clients provide for incapacitated family members and maximize their recovery of Social Security benefits and other entitlement programs.With the assistance of experienced paralegals, our attorneys also administer estates and trusts after a client?s death. We pride ourselves on providing these services in a compassionate, efficient, cost-effective manner.Service We Provide
- Drafting wills and trusts
- Administering trusts and estates
- Creating charitable trusts and foundations
- Counsel on estate and gift tax matters
- Retirement planning
- Estate litigation and disputes concerning wills and trusts
- Supplemental needs trusts
- Guardianships
- Business Succession planning
- Long term care planning
- Medicaid eligibility
- Health care proxies
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