OUR MISSION
Our mission at Lampertius & Associates, PLC, is to provide creative solutions for estate planning, estate taxes, retirement planning, business planning, long term care, special needs and Medicaid.   As a team we utilize specialized estate planning tools, tax planning and life care plan strategies.   Together with the client, we assess the merits of all possible options.   We work to craft a course of action that will best ensure that the interests of our clients and their families are safeguarded.

OUR AREAS OF CONCENTRATION

ESTATE PLANNING

LONG TERM CARE PLANNING
  • Specialized Medical Durable Powers of Attorney/ HIPAA Release
  • Specialized Financial Durable Powers of Attorney
  • Wills
  • Revocable Living Trusts
  • Special Needs Trusts and Gift Trusts
  • Charitable Trusts
  • Medicaid Planning
  • Medicare Advocacy
  • Care Plans and Home Care Arrangements
  • Group Home Assisted Living
  • Nursing Home Placement Advocacy
  • VA Aid & Attendant Help Benefit Planning
  • Caregiving Contracts & Arrangements
RETIREMENT PLANNING SPECIAL NEEDS PLANNING
  • Conduit Trusts
  • Beneficiary Designations
  • Exit Planning
  • Roth Conversion Strategies
  • Tax Planning
  • Special Needs Trusts & Administration
  • Social Security Disability and SSI-Medicaid
  • Plans of Care and Caregiving Contracts
  • IEP Conferences and Appeals
  • Developmental Disability Guardianship and Conservatorship
ESTATE TAX PLANNING ADMINISTRATION OF WILLS AND TRUSTS
  • Estate Tax Returns
  • Strategic Gifting
  • Gift Tax Returns
  • Charitable Remainder Trusts
  • Grantor Retained Annuity Trusts ("GRATs")
  • Trusts to Reduce Estate Taxes
  • Estate/Trusts Disputes
  • Probate Court Proceedings
  • Accountings for Estates and Trusts
  • Estate & Trust Settlement Agreements
  • Form 1041 Estate & Trust Tax Returns
BUSINESS PLANNING GUARDIANSHIP/CONSERVATORSHIP
  • Limited Liability Companies
  • Formation and Dissolution of Business Entities for Profit and Non-Profit
  • Purchase and Sales of a Business
  • Succession Planning
  • Multi-disciplinary Capacity Evaluations
  • Minors, Adults and Development Disability Guardianship and Conservatorships
  • Navigating Court Interventions
  • Accountings

 

31731 Northwestern Hwy., Ste. 170
Farmington Hills, Michigan 48334