As we age, or begin helping an aging relative, we all wonder whether we should be doing something to prepare. Lynnelle assists families with estate planning and trusts, planning for the long-term care of an aging family member, Medicaid planning, planning to protect a family member with special needs, and planning to protect assets from unnecessary losses or taxes.
Lynnelle is passionate about understanding her clients and focuses on finding the best possible solution for them. I am an elder law attorney. I provide information, legal documents and support to aging adults and people with special needs using a variety of tools and professionals that provide families with a plan that adapts as the situation evolves.
Lynnelle is passionate about understanding her clients and focuses on finding the best possible solution for them. I am an elder law attorney. I provide information, legal documents and support to aging adults and people with special needs using a variety of tools and professionals that provide families with a plan that adapts as the situation evolves.
Services
With no lawyers in my family, I took a roundabout route from the dream to the reality.
First, I plowed through undergrad in three years, earning an accounting degree from the University of Houston-Clear Lake.
I kept the advice of my first accounting professor in mind, "Elder law will be the most needed area of law in the coming decades."
Professor Branton told me that in 1980.
I detoured from my goal for a couple of years by working for an international accounting firm in Houston.
Auditing oil and gas companies was not enough fun, so I returned to my path by attending law school at the University of Texas in Austin.
First, I plowed through undergrad in three years, earning an accounting degree from the University of Houston-Clear Lake.
I kept the advice of my first accounting professor in mind, "Elder law will be the most needed area of law in the coming decades."
Professor Branton told me that in 1980.
I detoured from my goal for a couple of years by working for an international accounting firm in Houston.
Auditing oil and gas companies was not enough fun, so I returned to my path by attending law school at the University of Texas in Austin.
Your failure to plan won't be your problem; but, if you love the people you want to receive your stuff, be responsible and don't leave them with a mess.
Some of the biggest messes are preventable with simple advanced directives, well-crafted beneficiary designations, and transfer on death deeds.
On the other hand, you may have done some planning and you're feeling prepared, but do you understand the relationship between your will and your beneficiary designations?
Do you know about the effect of Texas community property laws on the stock you inherited?
Some of the biggest messes are preventable with simple advanced directives, well-crafted beneficiary designations, and transfer on death deeds.
On the other hand, you may have done some planning and you're feeling prepared, but do you understand the relationship between your will and your beneficiary designations?
Do you know about the effect of Texas community property laws on the stock you inherited?
If your family includes a differently-abled child, you are probably aware of the struggle to provide your loved one with the services they need and the necessity of accessing government-funded benefits to afford the high cost of those benefits.
I can help protect those government benefits by setting up special needs trusts.
I guide families in administering those trusts, and also assist in accessing other wonderful tools such as ABLE accounts.
I can help protect those government benefits by setting up special needs trusts.
I guide families in administering those trusts, and also assist in accessing other wonderful tools such as ABLE accounts.
You've lost a loved one, and while you need time to grieve, you're immediately faced with a host of important but confusing tasks.
I can help you determine the most cost-efficient method of shepherding assets into their new, rightful ownership.
I represent personal representatives (i.e., the executor named in the will and the administrator appointed by the court when there is no will).
I also act as the personal representative in certain situations, such as when a neutral party must handle the estate assets while family members resolve their disputes regarding who inherits what.
I can help you determine the most cost-efficient method of shepherding assets into their new, rightful ownership.
I represent personal representatives (i.e., the executor named in the will and the administrator appointed by the court when there is no will).
I also act as the personal representative in certain situations, such as when a neutral party must handle the estate assets while family members resolve their disputes regarding who inherits what.
Most of us strongly desire to avoid institutionalized care, we worry that our retirement will last longer than our money, and we hate the idea of burdening our family members with financial responsibilities for us as we age.
I can be the member of your team that addresses planning for Medicaid eligibility and safeguarding assets for your spouse and children.
I can help you understand eligibility requirements and assist you in applying for benefits.
If you don't have a team, which may consist of financial advisors, private pay or non-profit service providers, and care managers, I can help you build one.
I can be the member of your team that addresses planning for Medicaid eligibility and safeguarding assets for your spouse and children.
I can help you understand eligibility requirements and assist you in applying for benefits.
If you don't have a team, which may consist of financial advisors, private pay or non-profit service providers, and care managers, I can help you build one.
Reviews
Be the first to review Loke Moore Law.
Write a Review
