Estate Planning & Elder Law

Estate Planning at LeFoll & LeFoll entails the drafting and execution of state-of-the-art legal documents which express our clients’ wishes and accomplish their goals.  Wills, Trusts, Powers of Attorney, Living Wills, Healthcare Instructions, Quitclaim Deeds, Special Needs (or Supplemental Needs), Trusts and Inlets (Irrevocable Life Insurance Trusts) are some of many estate planning tools we may use.  But our approach to estate planning provides more than merely preparing documents.  We familiarize ourselves with our client’s medical, family and financial circumstances.  We then advise the client about the estate planning alternatives available including an analysis of the differing tax consequences (income tax, gift tax, and estate tax), and of the risks and/or pitfalls of each option.  Rather than limiting our analysis to our clients’ present circumstances, we have an eye on the future, be it on anticipated health issues, tax issues, long term care planning or mitigation of the Probate process.  We offer the practical, common-sense solutions that we have developed in our years of counseling.

Elder Law entails the development of life plans for our aging or disabled clients and their families.  We help our clients to understand Medicare, Medicaid/Title 19 and other public benefits.  We help them to preserve their lifelong, hard-earned assets while qualifying them for long term care benefit programs.  We also evaluate the alternatives in planning for their long term care or that of a relative, particularly in instances of diminished physical or mental capacity.  We evaluate various legal instruments such as Wills, Trusts, Powers of Attorney, Living Wills, Healthcare Instructions, and Special Needs Trusts.  We draft and execute the necessary documents with our clients and guide them through the Probate Court process to establish, if necessary, the conservatorship of a loved one.  Elder Law also often involves providing clients with counsel and information on non-legal services such as locating appropriate types of caregivers, finding community resources, and helping people maintain their autonomy and their best possible quality of life.

Our staff is knowledgeable and caring, our fees are reasonable, and the first consultation is free.  We will quote you a fee before undertaking any work.  Let our family protect yours.