In addition, our firm offers not only intergenerational estate planning, but also family and other business succession planning. Our firm also provides a full range of trust planning, whether it be revocable living trusts, irrevocable life insurance trusts, special needs trusts, or pet trusts in addition to traditional testamentary trust planning.
Benz & Reading LLC regularly assists clients in the potentially overwhelming task of choosing skilled fiduciaries to serve as their executors, trustees, health care representatives, guardians, conservators, and attorneys-in-fact. We also obtain evaluations from geriatric care providers to assist in determining whether assisted living or nursing home care is the appropriate choice for those clients seeking alternative living arrangements.
Increasingly, our clients are looking to us for assistance with obtaining government benefits such as Medicaid, Veteran’s Benefits (Aid and Assistance), Social Security Disability and Supplemental Security Income. We also draft special needs trusts in conjunction with these applications where appropriate.