Estate Planning and Elder Law

Estate Planning

  • The Last Will and Testament
  • Durable Powers of Attorney
  • Health Care Powers of Attorney
  • Living Wills or Declaration of Desire for a Natural Death
  • HIPAA Releases
  • Revocable Pour Over Trusts
  • Disclaimer Trusts
  • Credit Shelter Trusts
  • Appointment of Guardian for Minor Child or Children 
  • Irrevocable Life Insurance Trusts
  • Trusts for Minor Children
  • Trusts for Grandchildren
  • Supplemental Needs Trusts
  • Charitable Remainder Trusts
  • Understanding Annual Gifting and Lifetime Gifting and the Filing of a Gift Tax Return
  • Estate Tax Mitigation
  • Understanding "Portability" and The American Taxpayer Relief Act of 2013
  • Life Insurance and the Estate Plan
  • Understanding the Impact of Joint Accounts with Right of Survivorship
  • Understanding the Impact of TOD and POD Account Designations
  • Family Limited Partnerships and Family Limited Liability Companies

Elder Law and Medicaid Planning

  • Protecting Life Savings from Long Term Health Care Costs
  • Medicaid Eligibility
  • Understanding the FL2
  • Understanding the “Spend Down”
  • The Transfer Penalty and the "Look Back Period"
  • The Marital Home and Other Real Estate
  • Annuities
  • Planning for the Healthy Spouse
  • Protection for the “Community” Spouse
  • The "Community" Spouse Allowance and its Application
  • Estate Recovery
  • Medicare and Special Assistance
  • Guardianship

Get In Touch

Harvell and Collins, P.A.

1107 Bridges Street

Morehead City, NC 28557

Telephone: 252.726.9050

Fax: 252.727.0055

or Fill Out Our Contact Form