ELDER LAW & ESTATE PLANNING

You’ve worked hard. Make sure you have a plan to protect your assets while preparing for the future.

At Sullivan, Hess and Youngblood, we know every family is different – which is why we never push a particular approach. We sit down with every client and get to know you. From there, we work together to customize a plan for your individual needs and wishes.

Whether you are creating your first will, considering succession options for a family business, or caring for an elderly loved one, we offer legal strategies that help you protect assets and avoid taxes.

Today, trying to navigate Medicaid and the high cost of nursing home alone can be risky. Not all assets are treated equally by the government and too often, families make decisions without knowing the repercussions. The result can lead to unintended consequences – not just for you – but for future generations.

Whether planning ahead or facing a more immediate need, attorney Jeffrey Sullivan brings more than two decades of elder care and estate planning experience, including:  

  • Asset Protection

  • Durable powers of attorney

  • Elder Law

  • Estate and gift tax reduction strategies

  • Estate and gift tax return preparation

  • Estate planning

  • Family limited partnerships

  • Gift planning and other transfers

  • Guardianships

  • Health Care Proxy

  • Incapacity documents (Living Wills, Health Care Proxies, Durable Powers of Attorney)

  • Last Will and Testament

  • Limited liability companies

  • Living Will

  • Medicaid Asset Protection Trusts

  • Medicaid planning (elder law)

  • Multi-generational IRA planning

  • Post-death tax planning

  • Probate and estate administration

  • Protection of Family Legacies

  • Revocable and irrevocable trusts

  • Special needs trusts

  • Tax planning

  • Trust administration and trustee services

  • Trustee Services

  • Veteran Asset Protection Trusts

  • Wills