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Alexis works with families and individuals to plan for the full range of life’s circumstances, offering service and support through estate and trust planning and administration, benefits advocacy, elder law, and special needs planning. She brings knowledge and experience with advance and crisis Medicaid planning, guardianship proceedings, and applications and appeals for government benefits to simultaneously assist clients through difficult times and plan for their family’s wellbeing and legacy.
Individuals with disabilities and their families have many options to set aside funds without jeopardizing eligibility for means-tested government benefits.
Trusts & Estates
If your family includes a person with special needs, here are 10 tips to get you started on the right track to developing an estate plan that works for your family.