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The Top 7 Reasons to Establish a Special Needs Trust

Special needs trusts (SNTs) can play an important role in helping families plan for children with special needs. Here are some of the most compelling reasons to speak with your attorney about establishing an SNT.

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How to Prepare for Your First IEP Meeting

Many parents feel intimidated at the thought of attending their child’s first Individualized Education Program (IEP) meeting, but with adequate preparation it can be an informative, successful and (relatively) stress-free experience.

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Personal Care Assistants Can Offer Much-Needed Help to Families with Special Needs Children

Personal care assistants (PCAs) may be an option to give caregivers needed help. Most states provide personal care services through their Medicaid programs to help families manage the daily care of children, adults and the elderly with long-term disabi

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Make Sure Your Estate Plan Doesn't Put Your Child at Risk

Parents are often very familiar with the government benefits their child receives, but many don't think about the effect that their own estate plan can have on those benefits. 

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More about Me: 

I am passionate about helping individuals, families, and business owners achieve peace of mind by developing and implementing creative cost effective plans tailored for each client.

I have been a practicing attorney since May of 2011. Prior to attending law school, I was a family law and estate planning paralegal for approximately 20 years.  In that time I acted as a Paralegal for several attorneys. After establishing my own practice, I used all of my skills and knowledge to develop my family law, estate planning and wealth management practice.

I raised my three children as a single mother while working and attending law school at nights and on weekends. I am the parent of a special needs child and understand the struggles and additional resources that families with special needs children require

After graduating law school, I established my first office and opened my doors as a sole practitioner.  The focus of my practice is to assist families in their life transitions and growth.  Our office prides itself on being able to establish personal connections with our clients. When working at law firms, I realized that very often the attorney knew little about the client or the family that they were working with. I wanted to practice differently.  I understand that the key to being a trusted counselor and advisor and the key to achieving the clients objectives is to know the client on a personal level.

As part of the estate planning process, I prepare documents for clients and work to educate them on the importance of titling assets to ensure their estate planning documents work the way they intend. My goal is to make this process as accessible, efficient and streamlined as possible so that individuals are more motivated to develop and complete their plan, and families do not have to deal with the fallout from a lack of planning. 

In addition to creating estate plans, I work in the probate arena and assists families in implementing plans when loved ones pass away, and in setting up guardianships for minors, individuals with special needs, and individuals who can no longer manage their own affairs. I treat my clients like family, protecting their interests as if they were my own, and making sound recommendations to help them accomplish their planning goals.

In order to stay in-tune with the latest trends and developments in Estate Planning, I became an active member of WealthCounsel, a national community of top estate planning professionals committed to the highest standard of practice excellence. This collaborative organization, along with attending seminars taught by nationally recognized thought leaders, keeps me on the leading edge of the newest estate planning ideas and approaches.

I believe that effective estate planning is critical to the financial and physical well-being of my clients and am grateful for the opportunity to be involved in the process.