Shatz, Schwartz and Fentin, P.C. has devoted itself to counseling and representation of elders and younger individuals with disabling illnesses and their families, and our attorneys are recognized as leaders in this field in Massachusetts. Ann I. Weber, Carol Cioe Klyman, and Michele J. Feinstein also work with family attorneys and other professional advisors on the complex issues facing these clients, and are frequent educators, lecturers and writers in this field.
In addition to addressing the estate and gift tax issues of concern to elder clients and those with disabilities, the firm provides assistance in the following areas:
Planning with long term care insurance
Planning that leverages a client’s assets to pay for long term care costs
Preservation of assets, including the residence, for individuals and families facing catastrophic illness
Applications for government benefits for long term care
Special needs planning, including drafting special needs trusts and irrevocable life insurance trusts
Structuring personal injury settlements to preserve clients’ eligibility for federal and state benefits programs