Estate Planning & Elder Law – Resources
LET’S PLAN FOR YOUR FUTURE, TOGETHER
Safeguarding your finances and protecting your family are
important to us. At Rudman Winchell, our first job is to listen!
How should your assets be divided after you die? Do you want to protect assets from any potential long-term care expenses? Does a loved one need planning or asset preservation? Have you planned for substitute decision-making and the possibility of incapacity? Will a trust help achieve your goals? Do you have a business to transition?
Our team is honored to help our clients navigate the challenges of planning for the future.
- Special Needs Planning
- Trust Administration
- Asset Preservation Planning
- Elder Abuse and Neglect
- Guardianship & Conservatorship
- Proactive Long-Term Care Planning
- Business Succession Planning
- MaineCare Crisis Long-Term Care Planning
- Estate Planning
- Estate Administration
- Probate Litigation
- Fiduciary Services
Let us help you protect what matters most.
We represent adults and children with disabilities, and fiduciaries, providing compassionate, experienced, and effective legal services to address life’s sensitive matters.
Estate Planning
Protect your loved ones. Make your wishes known. Leave instructions for the care of minor children. Choose how your assets are distributed. A complete estate plan may include:
- A Will
- Trusts
- A Financial Power of Attorney
- An Advance Health Care Directive
- Planning for a loved one with disabilities
- Planning for a child or grandchild who is unable to manage an inheritance
Special Needs Planning
Our attorneys can help you plan for a family member with disabilities. We help:
- Navigate the maze of public benefits, like MaineCare
- Advise you on the tools available to maximize resources:
- First-Party Special Needs Trusts
- Third-Party Special Needs Trusts
- ABLE accounts
Asset Protection Proactive Planning
Ensure that your assets last well into the future. Our attorneys work to legally and ethically guard your wealth from:
- Long-term care expenses
- Bankruptcy
- Creditors and predators
- Income and estate tax
- Risks from lifetime transfers
MaineCare
When a family member has a health care crisis or faces an immediate need for expensive long-term care, our attorneys can help develop strategies to protect an individual’s assets from long-term care expenses, including the costs of nursing home care,
residential care, assisted living facilities, and nursing services in the home.
Probate and Trust Administration
We advise personal and professional fiduciaries, including:
- Trustees
- Personal Representatives
- Agents acting under powers of attorney
These fiduciaries may need advice or assistance with:
- Accounting for assets
- Communicating with creditors
- MaineCare Estate Recovery
- Correctly distributing assets
- Interpreting legal documents
- Communicating with beneficiaries
- Addressing tax issues
- Understanding their duties and powers