Practice Areas | Heritage Law Center
Our Practice Areas
Focused exclusively on estate planning and elder law so you receive the highest level of expertise in every matter.
Estate Planning
Wills, revocable & irrevocable trusts, powers of attorney, healthcare proxies, beneficiary designations, and comprehensive plans to protect your family and minimize taxes.
Medicaid & Long-Term Care
Asset protection planning, Medicaid qualification strategies, crisis planning, and spousal protection to preserve your estate while covering care costs.
Probate & Estate Administration
Probate proceedings, estate administration, will contests, post-death tax planning, and ancillary probate for properties in multiple states.
Special Needs Planning
First-party and third-party special needs trusts, ABLE accounts, guardianship and conservatorship, and Letters of Intent for loved ones with disabilities.
Trust Administration
Trustee guidance, trust accounting, beneficiary communications, trust modifications, and trust termination. We protect trustees from personal liability.
Veterans Benefits
VA-accredited representation to help veterans and surviving spouses obtain Aid & Attendance pension benefits to cover assisted living and in-home care. Learn more →
Business Entities & Charitable Giving
LLCs, family limited partnerships, charitable remainder trusts, charitable lead trusts, private foundations, and donor-advised funds.
Planning for Retirement
IRA and 401(k) beneficiary planning, Roth conversion analysis, required minimum distribution planning, and stretch IRA strategies.