Our Office Specializes in Special Needs Planning

• Estate Planning

• Special Needs Planning

• Trust Administration

• Probate

• Limited Conservatorship

We have a special interest in addressing the needs for individuals and families with disabilities and addiction issues.  This requires an in-depth knowledge of state and federal systems and available resources to maximize the quality of life possible.

Our goal is to:

1. Develop long-term relationships with our clients providing estate planning & administration services.

2. Serve the special needs community, providing advice & counsel and education to special needs families.

3. Develop long-term relationships with financial professionals to develop a synergy in working with clients.

4. Continue to develop & maintain expertise in the estate planning & administration to best serve my clients.