The Law Firm of Wilcenski & Pleat PLLC

We work with our clients to develop estate plans which ensure that property held for the benefit of a family member with a disability will be managed in a safe and appropriate manner. In this area, protecting eligibility for Supplemental Security Income, Medicaid and other means tested programs is a primary objective, typically accomplished through the use of Special Needs Trusts (Supplemental Needs Trusts);

We consult with plaintiff and defense attorneys, courts, trustees, and others involved in the litigation of personal injury, medical negligence and Workers’ Compensation claims, so as to ensure that recoveries obtained on behalf of an individual with ongoing disabilities do not jeopardize continuing access to necessary health coverage, supports and services;

We offer sophisticated trust and estate planning services to our clients. Competent representation in this area requires more than traditional document preparation services; rather, we focus on the client’s estate, gift and income tax exposure, potential concerns with the probate process and the future costs of long term care in connection with the client’s overall planning objectives.

We work with our senior client base to develop strategies which address the future costs of long term care. This may include the use of long term care insurance, gifting, and the use of various trust arrangements. Our goal is to help our senior clients obtain appropriate health care services while protecting their assets for their families, either through the use of long term care insurance or through qualification for one of the many Medicaid funded long term care programs

We help parents and other family members of individuals with disabilities establish legal authority to continue their advocacy in the areas of health care and financial management, either through guardianship or through the use of various advance directives.

We assist our clients and their families in the event of death or disability. Our firm offers a wide variety of estate administration and fiduciary services to aid in the management and distribution of the estates of those who have passed away. In this area of practice, we work closely with trustees, executors and the professionals who serve them.