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
|
