Following in-depth consultations, the client’s specific needs for wills and a living trust, insurance trust or other irrevocable trusts for family members are determined. In more advanced planning, Art assesses the client’s need for a charitable remainder trust, retained interest trust, family limited partnership or limited liability company. For the larger estate the wisdom of a family foundation or dynasty trust is explored.
Cost is always considered and quoted in advance. Computer technology is used to graphically illustrate planning points and to efficiently produce the necessary documents to set up and carry out the estate plan.
Art insists on frequent client contact and annual follow-ups to insure that the client’s planning goals are achieved and that a long-range relationship is established. In addition the team concept is utilized with other professionals, including the client’s Accountant, Financial Planner, and Insurance Specialist, to produce the most comprehensive and enlightened planning techniques.
Tips for Choosing a Special Needs Attorney
Although we might be located in sunny California, we know that sometimes life gets difficult. We are passionate about understanding the daily struggles that you and your family undergo and we want to help make the legal process a little easier. So please use the helpful tips above for finding the perfect special needs attorney.
A special needs family needs attention in the following areas: education and employment, health and wellness, conservatorships, and special needs trusts. In order to give you a better idea of what each area entails a short summary will be included on each area. For a full discussion on each topic please download our resource guide at www.familieswithspecialneeds.com.
Tell us about your special needs issue and we will put you in touch with Arthur Swerdloff