Services
ESTATE PLANNING AND ADMINISTRATION
Estate planning is a critical step in creating the official documentation you need to establish how your assets will be handled both during your life and after your death.
Zacks Trust & Estate Law LLC can facilitate the execution of the necessary documents, and then administer your estate when the time comes, ensuring that your assets are distributed according to your wishes.
THIRD-PARTY FUNDED AND SELF- FUNDED SPECIAL NEEDS TRUSTS
Third-party fund special needs trusts and Self-Funded special needs trusts are powerful vehicles that ensure you or your family member are supported to the greatest degree possible. Zacks Trust & Estate Law LLC has a focus in tailoring special needs trusts with a goal of securing a fulfilling life for a disabled person while also preserving access to public benefits such as Medicaid, waiver funds, and Supplemental Security Income.
UNCONTESTED GUARDIANSHIP
When a person over 18 years of age is deemed incapacitated by the Orphans’ Court in Pennsylvania, a family member, friend or profession may be appointed as a legal guardian to assist with medical and financial decisions for the person. Zacks Trust & Estate Law LLC can assist the family of a disabled person in determining if such a proceeding is appropriate and represent them in uncontested matters.
POWERS OF ATTORNEY
Powers of Attorney are documents that allow you to name someone else (the “agent”) to have legal authority to act on your behalf. You can specify the powers that you are giving the agent and it can be for financial decisions and/or health care decisions. Zacks Trust & Estate Law LLC can assist in the creation and execution of these documents.
