Nominating a Guardian of Minors – A parent can name a person to be the guardian of the person and/or a person or entity to be the guardian of the estate of a minor child should both parents die or become incapacitated prior to the child attaining the age of majority.
Nominating a Conservator of an Adult Unable to Handle His or Her Affairs – A competent adult can name a person to be the conservator of his or her person and/or a person or entity to be the conservator of his or her estate of that person if he or she should reach a point where he or she can no longer handle his or her affairs or is likely to become the victim of artful and designing persons.
HIPAA/CMIA Agreement – This Agreement has nothing to do with your receipt of healthcare services. It is all about your right to privacy. It allows your successor trustee and attorney in fact (Agent) to receive a written medical opinion of your competency from a physician who has examined you.
Advance Health Care Directive – This instrument allows you to name an agent to act in your place and make health care decisions for you if, and only if, you are incapacitated and are unable to communicate your own instructions.
Durable Power of Attorney – Business and Finance – This instrument allows you to name an agent to act in your place to deal with your assets (other than assets held by the trustee of a trust). Generally this Power of Attorney does not take effect until you become incapacitated but it can be made to take effect immediately.
Spendthrift Provisions – These are provisions contained in a trust which prevent a beneficiary from pledging his or her interest in a trust for payment of a lump sum amount.
Special Needs Trust – This is a trust which allows a beneficiary who is receiving government assistance to remain qualified for that assistance while at the same time receiving limited distributions from a trust. Such a trust is generally more effective if establish by a third party donor but under certain circumstances it can be establish by the beneficiary himself or herself.