Estate Planning:Will & trust-based planning for individuals, couples & families of all backgrounds and at all stages in life;
Special Needs Planning: Individuals (often minor children) with certain chronic diseases or disabilities often receive Supplemental Security Income (SSI) and rely upon Medicaid for significant medical expenses. By creating a Special Needs Trust, Paul can help families who want to use their own funds to purchase care and services beyond those paid for by government benefit programs and thus enjoy a better quality of life.
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IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, I inform you that any tax advice contained on this website (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties or (ii) promoting, marketing or recommending to another party any tax-related matter addressed in this communication or in any attachment herein.
