Asset Protection

MS Medicaid Attorneys

“Asset protection” is not just a “simple” will.  Estate planning that will provide future personal and financial security may include:

  • Reviewing property ownership and intended disposition of assets
  • Drafting personalized wills and trusts for asset protection and management
  • Preparing health-care directives and durable powers of attorney for decision-making in the event of incapacity
  • Using a special needs trust for a spouse or child with a disability
  • Addressing specific family dynamics, such as “troubled” children and multiple marriages
  • Reviewing IRA and retirement account beneficiary designations
  • Maximizing and applying for Social Security, SSI, Medicare, Medicaid, and Veteran’s benefits

We help “Baby Boomers” and older clients protect their loved ones and financial resources by:

  • Identifying family and financial circumstances and problems that affect planning goals
  • Educating you about planning options and solutions
  • Creating a plan that will achieve your planning goals and give peace of mind
  • Drafting all legal documents needed to implement your plan, and
  • Finding additional available resources that will meet future needs as they arise

Recent Blog Posts Related to Asset Protection:

  • Don’t Make Aretha Franklin’s Estate Planning Mistake
    Aretha Franklin was a brilliant performer, but she apparently made giant estate planning mistake that you’ll want to avoid. Franklin, who was divorced, reportedly died without a will or a…
  • Handling Mom’s Old Savings Bonds
    Here’s a scenario we have seen a number of times:  A parent comes in for estate planning owning fully-matured Series E savings bonds with beneficiaries named on them.  What are…
  • Powers of Attorney and Divorce
    This recent Mississippi court case points out two things: people can do some devious things after a divorce, and a power of attorney agent cannot do things that the principal…
  • CFPB Rule Helps Heirs Avoid Foreclosure
    A divorce or the death of a family member can create a bureaucratic nightmare for the ex-spouse or the surviving spouse and children who have to carry on the financial…
  • Upcoming Events and Presentations
    Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…

Contact our MS Medicaid Attorneys at Courtney Elder Law Associates today.