Jesse focuses his practice in Estate Planning, Elder Law, and Special Needs Planning. Jesse enjoys working with individuals and families of all ages to help identify their primary objectives and design plans to meet their needs. He helps retired-age individuals explore strategies for funding the high cost of care as well as Medicaid Long Term Care planning with the goal of preserving assets. He also assists individuals qualify for Medicaid Long Term Care and other government benefits, including Veteran Administration Aid and Attendance.
Jesse is dedicated to serving individuals with disabilities and those who have been injured. He works with plaintiff’s attorneys and their clients in settlement planning and he also assists persons settling lawsuits in post-settlement planning. Additionally, Jesse enjoys working with families of children with disabilities to help implement long term plans for the children’s financial security.
Jesse graduated from the University of North Carolina at Chapel Hill in 1982 with a B.A. in Economics. He earned a Master of Divinity from Duke University in 1986. After graduating from Duke University, he served as the Associate Minister at Epworth United Methodist Church in Durham, NC from 1986 until 1988. He then entered law school at Wake Forest University, receiving a Juris Doctor degree in 1991. Upon graduating from Wake Forest University School of Law, he joined Mullen Holland & Cooper P.A. where he practiced in the area of Workers’ Compensation and Mediation before starting an Estate Planning, Elder Law, and Special Needs Planning practice. In 2017, he and Anna Winger joined their practices to form Heritage Law, expanding the scope of services they offer clients in Gastonia, Hickory, Boone, and the surrounding areas.
Over 70% of Americans do not have a will and have made no provisions whatsoever to protect their family or business in the event that the unexpected occurs.
Probate & Trust Administration
When a loved one passes away, those left behind are often responsible for dealing with the estate of the deceased.
Elder Law & Medicaid Planning
A broad range of complex issues affects the legal, financial, social and health care needs of our elderly population.
We believe that being available to you is incredibly important. Although our business hours are 9am-5pm Monday through Friday, we make exceptions to be there when you need us. Our offices are cozy and conducive to hosting gatherings of family members or business partners to discuss legal matters. We are also willing to make house calls. We find that some elderly clients prefer to meet in their homes and we do not mind traveling. We cover the Catawba, Gaston, Burke, Caldwell, Lincoln, Watauga, Alexander and Iredell areas.
Tell us about your special needs issue and we will put you in touch with Jesse Bone, Jr.