“Every individual, every family, and every situation is unique. The first thing I ask every client when we meet is, ‘What are you most worried about? What is most important to you?’”
Areas of Practice
Elder LAW
Elder Law is defined by the population that we serve: aging adults or persons with disabilities who could potentially be facing health care issues in the future.
May include planning for Medicaid eligibility, guardianship, asset protection, and long-term care planning.
Often, we work with adult children and parents together, although the elder is generally our client.
Estate Planning
We help clients ensure that their assets are distributed in the manner they wish, to the people or entities they choose, with minimal taxes owed, and often completely avoiding probate. This may involve trusts, wills, powers of attorney, and special account designations.
Special Needs Planning
Helping responsible parties manage both care and assets for a person with disabilities to ensure any benefits they receive are never in jeopardy and that they receive appropriate services.
Estate Administration
Settle the affairs of a person who has died, either through the probate system, under the supervision of the court, or by implementing the terms of a trust.
This typically involves collecting assets; paying debts and claims; and distributing the remainder of the estate among those entitled by the terms of a will or trust, or by interstate laws if there is no will.
Probate can largely be avoided through proper estate planning.
Who We Work With
Families with children
Retired individuals and couples
Parents and siblings of special needs individuals
Veterans
Adult children of aging parents
Business owners
Family members of recently deceased persons
Non-traditional couples
Pauken Legal Services LLC charges a flat fee for all non-contested matters. Part of this service includes regular interval follow-ups.
