Legal Planning focused on helping families and individuals with Special Needs, Disabilities, and Long Term Care issues.
Helping families and individuals plan for the legal and financial complexities of disability, special needs, Alzheimer's, and long term care needs.
Primary services:
Estate Planning
(including Trust Planning, Asset Protection, and Special Needs Planning) and
Elder Law
(including Medicaid Planning and Appeals, Veterans "Aid & Attendance" benefits, preventing Guardianship proceedings, and Long Term Care Planning).
Evergreen Estate Planning & Elder Law is a Registered Trade Name operating under Schrum Law, PLLC
Basic Estate Planning Documents include:
-Power of Attorney (enhanced "elder law" powers available)
-Healthcare Power of Attorney
-HIPAA Authorization
-Living Will ("Desire for a Natural Death")
-Last Will & Testament
Advanced Estate Planning options include:
-Revocable Living Trust
-Testamentary Trust (for protecting assets for surviving spouse)
-Special Needs Trust (for protecting assets for disabled child)
-Asset Protection Trusts (guarding assets from creditors, divorce, medical expenses)
Advanced Legal Planning options include:
-Life Care Planning (developing strategies for making sure life savings are not depleted by Alzheimer's, Dementia, or other age-related need for ongoing care)
-Medicaid Planning
-Medicaid Applications, Appeals, and other representation against the NC Department of Medical Assistance
-Long Term Care Planning (protecting assets for extended medical care)
-Protecting homesite from medical expenses
-Assistance with VA Improved Pension ("Aid & Attendance") benefits for wartime veterans or their surviving spouses
-Trust-based planning for children with unique needs (risk of divorce, lawsuits, addiction, inability to manage inheritance assets, disability, etc.)
-Protection strategies to avoid Guardianship/Incompetency Proceedings, Adult Exploitation, and Elder Abuse
