My law practice concentrates on estate planning, special needs planning and estate administration. I am committed to providing clients with quality legal services and personal attention to help them develop estate plans that protect minor children and/or assets, anticipate changing needs, and are tax efficient. My services include:
I founded my practice in 2018 to combine financial savvy and sound estate planning techniques to benefit clients. My professional experience includes two years working for an accounting firm as a tax consultant and years of litigating customer arbitration claims brought against investment firms. This gave me firsthand knowledge of the consequences of inadequate financial planning and investment and legal advice.
Serving individuals, families and retirees in Montgomery and Bucks Counties, I approach clients’ estate planning, special needs planning and estate administration matters with care and compassion based on a thorough understanding of the legal and financial issues at stake and personal experience as a special needs parent.
Special needs planning often requires more than just creating a special needs trust to ensure your loved one is protected. It involves problem solving and considering issues such as planning financially for a special needs child, determining what community and governmental resources may be available, and who will make legal and financial decisions for the child once he or she is age 18. As a special needs parent, I understand this firsthand and will use my insights and experience to help you work through these issues.
For more information, contact me for a free consultation.
Tell us about your special needs issue and we will put you in touch with Benjamin Kogan