10 Pinckney Colony Rd Ste 400 | Bluffton SC| 29909 | 843.757.5294| Fax 866.791.7130

Call or Text(843) 757-5294

Call or Text(843) 757-5294

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    • Lifetime Planning
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    • Probate
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  • More
    • Home
    • Services
      • Lifetime Planning
      • Estate Planning
      • Medicaid
      • Elder Law
      • Probate
      • Guardianship
      • Veteran's Benefits
    • About Us
      • Our Team
      • Our Culture
      • Our Process
      • Client Reviews
    • Free Workshops
    • Contact Us
    • Learning Center
      • FAQ's
      • Blog
      • Helpful Articles
      • Resources
      • Brian Treacy Videos
    • New Clients
    • Disclaimer
    • Financial Professionals
  • Home
  • Services
    • Lifetime Planning
    • Estate Planning
    • Medicaid
    • Elder Law
    • Probate
    • Guardianship
    • Veteran's Benefits
  • About Us
    • Our Team
    • Our Culture
    • Our Process
    • Client Reviews
  • Free Workshops
  • Contact Us
  • Learning Center
    • FAQ's
    • Blog
    • Helpful Articles
    • Resources
    • Brian Treacy Videos
  • New Clients
  • Disclaimer
  • Financial Professionals
FREE WORKSHOPS

Ensure a legacy for your family! Plan for tomorrow, today!

Ensure a legacy for your family! Plan for tomorrow, today! Ensure a legacy for your family! Plan for tomorrow, today!

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Free Workshops

What is Elder Law & Estate Planning?

 

Elder Law & Estate Planning are highly specialized areas of law and should be handled by an attorney qualified in both areas. We know from real life experience how emotionally and psychologically difficult it can be to make decisions about who will take care of you and your family if you become incapacitated or pass away.
Our firm is committed to helping our clients plan for their current and future well-being by providing solutions to problems surrounding decision making when a loved one falls ill or dies. We offer not only legal assistance, but also a helping hand and a sympathetic ear.
At the Elder Law & Estate Planning Center, we believe that you need to be well informed in order to make the right decisions regarding your legal choices. Let our experienced team assist you as you plan for the future and help you find solutions for issues related to Elder Law, Estate Planning, Special Needs, and Medicaid. 

Why Hire and Estate Planning Attorney?

 

Elder law attorneys advocate for the senior community and their loved ones.  They handle a wide range of legal matters affecting older or disabled persons that includes traditional estate planning, lifetime planning, long term care planning, guardianship, Social Security, Medicaid, Veteran's benefits, special needs and other important matters.  
Elder law attorneys are "specialists" because of their focus on the needs of older adults, which are often different and more specialized than the needs of younger adults.  Not only can they handle important financial and estate planning matters, they also give advice affecting the actual care of seniors, such as assisted living and nursing homes.  

Providing you the tools to plan for tomorrow, today!

Probate

Guardianship

Medicaid

 Probate is the official process by which an estate gets settled under the supervision of the court.  Usually, a person is named as the Executor or Personal Representative as set forth in a deceased persons Will and appointed by the court.  Once appointed by the court, this person has legal authority to administer the estate, pay bills, taxes and ultimately distribute assets to the heirs and beneficiaries.​​

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Medicaid

Guardianship

Medicaid

  Medicaid is a complex series of benefits programs established by the federal government and administered by each state for its citizens. While there are several different elements under the umbrella of Medicaid, the Medicaid Long-Term Care program is one that many seniors rely on for help when they require ongoing care. At  the Elder Law & Estate Planning Center,  we help aging individuals plan, apply, and qualify for Medicaid benefits while protecting and preserving assets for their descendants.​​​​

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Guardianship

Guardianship

Revocable Living Trusts

If you have a family member or friend who is struggling to manage their own affairs due to a health issue or disability, you may be able to help by seeking an adult guardianship. Guardianship of an adult can be granted in South Carolina if the adult is found to be disabled and in need of assistance. The process of obtaining guardianship can be complex, but we can help. We will work with you in determining the type of guardianship that is needed and filing your request in court. We can also assist you in carrying out your duties as guardian for your loved one. ​


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Revocable Living Trusts

Revocable Living Trusts

Revocable Living Trusts

   

A revocable trust is a trust that can be modified or revoked at any time during the lifetime of the trust's creator. Assets are transferred into the name of the trust.  Unlike a Will, which much pass through the probate process, a revocable living trust does not require the involvement of the court in most cases.   There are many types of revocable trusts and we can help you choose the right one for your unique situation.  ​


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Special Needs Trusts

Revocable Living Trusts

Asset Protection Trust

  

Special needs trusts, also called supplemental needs trusts, allow heirs or beneficiaries with special needs to receive inheritances without jeopardizing their eligibility for government benefit programs like Medicaid and Social Security Disability Income (SSDI). Like all trusts, special needs trusts are financial arrangements that place the assets of the trust's creator under the care of a trustee for the benefit of  named beneficiaries.​

​​ 


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Asset Protection Trust

Revocable Living Trusts

Asset Protection Trust

   

A MCT trust also known as a Medicaid compliant trust, holds and protects assets.  It offers flexibility and control of the Revocable Living Trust while still being able to protect your assets from nursing homes.  The trust creator decides what assets go into the trust, where money is invested and also names the beneficiaries.   ​


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Elder Law & Estate Planning Center

Elder Law Center, 10 Pinckney Colony Rd, Suite 400, Bluffton, South Carolina 29910

(843) 757-5294

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed


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