About Us
I was trained in insurance, investments, the workings of a bank trust department as well as private use of these various instruments of estate planning which also includes probate administration and trust administration. I have also taught several of these topics as well as others as continuing education programs for insurance agents and other financial planners. Very few, if any, other attorneys in the area have this vast and extensive background in financial planning.
I, also, have in addition to my normal practice have access to asset protection attorneys in other states that provide domestic asset protection and offshore asset protection for those of my clients looking for those services. These attorneys are nationally recognized as the leading authorities in their fields.
My estate planning experience now totals nearly 40+ years as an attorney.
In addition, my Medicaid planning expertise which includes 20+ years experience and training by numerous sources including Gabe Heiser, the leading Medicaid planning attorney in the country. This includes the legal side of the planning as well as the financial side of planning. I have saved families millions of dollars by employing numerous successful planning techniques.
The products and services we offer
Recommendations Received (20)
"Very knowledable, professional and helpful. Highly recommend! He provides honest, affordable,..."
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"Very knowledable, professional and helpful. Highly recommend! He provides honest, affordable, unparalleled,
knowledge and legal advice or representation."
"Michael, and his team is there for you and your Family and that is hard to find on a real level...."
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"Michael, and his team is there for you and your Family and that is hard to find on a real level. They want to help others and that's special."
Products & Services
I have been doing probate administration and estate planning for individuals and couples for almost 40+ years.
I added Medicaid planning about ...
Recommendations Given (40)
"Denton Johnson Tennis Corporation is a great organization for any child because it fulfills it..."
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"Denton Johnson Tennis Corporation is a great organization for any child because it fulfills it mandate and, therefore, a vital aspect of growing up. The improvement of health is enormous, the improvements in education go beyond the court and the improvement in life skills can only lead to a better community, a better city, and a better life. I wish that I had some of these skills myself, but I am at the point in life where age, health and being handicapped make those things impossible. However, looking back, I wish this opportunity was available to me in my youth. It might have given me the chance at a better future.
"
"Today communications is so vitally important to the success of any business. If you want the..."
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"Today communications is so vitally important to the success of any business. If you want the best use of your budget for communications then give Magratech INC a call. You won't be sorry!"
Recent Activity
1] Make sure that all of your standard forms show 2021 rather than 2020.
2] Make sure to download all of your credit card statements and bank statements.
3] Make sure that corporate Annual Report is filed at the beginning of the year rather than as the deadline approaches. They sometimes get...
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1] Make sure that all of your standard forms show 2021 rather than 2020.
2] Make sure to download all of your credit card statements and bank statements.
3] Make sure that corporate Annual Report is filed at the beginning of the year rather than as the deadline approaches. They sometimes get overlooked and the penalty for late filing is not friendly.
4] Gather all of your materials that have to go to the accountant. Make an appointment to meet with your accountant early in the year rather than later to get the best service.
5] Review your memberships and magazine subscriptions to eliminate those that are no longer relevant.
6] Meet with your attorney to discuss any laws that have changed that pertain to your business structure and your estate planning issues.
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Old clients needing changes to their legal documents and a few referrals.
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Old clients needing changes to their legal documents and a few referrals.
I am grateful for my old clients and my new clients that continue to come to me since my handicap has diminished my ability to get around. It is scary to run any business in these trying times but starting anew out of my home with the handicap was particularly scary.
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I am grateful for my old clients and my new clients that continue to come to me since my handicap has diminished my ability to get around. It is scary to run any business in these trying times but starting anew out of my home with the handicap was particularly scary.
I am so grateful that old clients have come back to me in the period of great upheaval with the coronavirus. I am also grateful that I have had the strength and wisdom to weather my own storms other than the virus to assist them in offering the continued help that they need.
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I am so grateful that old clients have come back to me in the period of great upheaval with the coronavirus. I am also grateful that I have had the strength and wisdom to weather my own storms other than the virus to assist them in offering the continued help that they need.
1 Reply
You have to really know the precise clientele you are looking for. Without knowing who your typical or favored client, you will not find what you are looking for. My practice involves financial issues so I am looking for people that need help applying for and qualifying for Medicaid. My 20+...
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You have to really know the precise clientele you are looking for. Without knowing who your typical or favored client, you will not find what you are looking for. My practice involves financial issues so I am looking for people that need help applying for and qualifying for Medicaid. My 20+ years of Medicaid planning show that I have the experience necessary to solve most problems presented to me. The options are greater the sooner planning is undertaken and the options are reduced in a crisis situation. Medicaid is a very complex issue and it should not be undertaken without the assistance of qualified counsel.
I am also looking for people that have recently lost a loved one and they don't know where to turn for help. My experience of nearly 40+ years shows that I have the ability to handle every situation that comes up in probate
In addition, my background includes Asset Protection Planning. This is an offshoot of my estate planning practice. In these desperate times, people that have property (i.e. non-homestead property, underinsured individuals, etc.), need to be protected from the truly desperate individuals in our community. I have always said that those who meet the following criteria are the most likely to be sued: what is your occupation, what you drive and where you live. All of these place a target on your back!
Asset protection planning should be a part of every doctors plan, every attorneys plan, every millionaires plan as they are all obvious targets.
If you drive about town in a Mercedes, Bentley, BMW, etc. you are putting a target on your back.
If you live in a prosperous community, then you put a target on your back.
Asset protection planning protects all of your assets by putting them out of reach of potential creditors.
Those are the types of people that I am looking for. Who are you looking for?
There is little that I can do this year due to the coronavirus and the fact that I have personally been homebound due to a series of falls that lead to my hospitalization. I have been working to avoid surgery (similar to what Tiger Woods had over the most recent period of time) and I continue...
(more)
There is little that I can do this year due to the coronavirus and the fact that I have personally been homebound due to a series of falls that lead to my hospitalization. I have been working to avoid surgery (similar to what Tiger Woods had over the most recent period of time) and I continue working against doctor's orders to strength my back). I have been working with clients out of my home.
Most attorneys have a bear bones knowledge of the financial world, while I have been fully trained and experienced in the financial world. The fact that I have the knowledge, training and experience, I am able to help my clients understand various financial tools without selling the tools...
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Most attorneys have a bear bones knowledge of the financial world, while I have been fully trained and experienced in the financial world. The fact that I have the knowledge, training and experience, I am able to help my clients understand various financial tools without selling the tools themselves. This gives me a truly independent and unbiased opinion of their investment options.
