Estate Planning · Wills and Trusts · Guardianship and Conservatorship · Medicaid and Long-Term Care Planning · Social Security and Retirement Benefits · Age Discrimination · Elder Abuse Prevention · Advance Healthcare Directives · End-of-Life Decision Making ...
Preparation of Form 1041 tax forms on tax software (Lacerte); Preparation of probate, administration, guardianship and other misc. petitions in Surrogate’s Court (Hot Docs); Act as notary public on necessary legal documents (firm will teach and pay for exam); Preparation of estate planning do...