- Divorce
- GuardianshipElderly guardianship (also known as elderly conservatorship) is a legal relationship that’s created when a court appoints an individual to care for an elderly individual who is no longer able to take care of herself or himself. The appointed guardian is given certain responsibilities to care for the elderly person. An elderly person may, unfortunately, be unable to take care of herself or himself, including tasks like taking medication, hygiene, and managing finances.
- Wrongful Death
- Medicaid PlanningMedicaid planning involves preparing all the necessary documentation to apply for Medicaid. This can range from simple guidance to more complicated assistance with organizing your financial assets. Medicaid planning covers a wide variety of services and can be overwhelming or downright confusing. Luckily, we are pros and can help you navigate what’s needed for planning for a Medicaid application.
- Estate PlanningA native of Chattanooga, Jay has focused his practice in the areas of estate planning, probate administration, asset protection trusts, conservatorships, and related matters.
- WillsDetermining what type of Will you need depends on a number of factors, including your estate, volume of assets, whether you own a business or not, etc. A Simple Will or Last Will and Testament is my recommendation for most folks, but each individual has different needs and desires so we need to study your situation. If you have a complex estate, a Living Trust could potentially be a better option.
- Trusts
- Power of AttorneyFirst, the easiest way to deal with the situation is to give a trusted family member or friend authority to act under a Durable Power of Attorney (DPOA). This document authorizes the Agent (the person you entrust to carry on business for you) to operate on your behalf whether that be paying bills, handling your banking matters, arranging for lawn care, or any other daily matters you could undertake yourself. They may need to make investment decisions or residential decisions for you. These decisions are all covered under most general DPOA forms.
- Probate
- BankruptcyAfter several years in the area of bankruptcy law, Terri made the transition to a more transactional practice drafting Wills and simple trusts, advance care plans, and helping clients through the estate administration process.
- Tax LawEstate Planning is the overall process of talking to professional advisors about your goals, assets, and family. Essentially, Estate Planning focuses on the transfer of your property at your death, as well as other related matters (potentially including tax planning). A Will is one of the main documents associated with Estate Planning.