OUR MISSION
Our mission at Lampertius & Associates, PLC, is to provide creative solutions for estate planning, estate taxes, retirement planning, business planning, long term care, special needs and Medicaid.   As a team we utilize specialized estate planning tools, tax planning and life care plan strategies.   Together with the client, we assess the merits of all possible options.   We work to craft a course of action that will best ensure that the interests of our clients and their families are safeguarded.

OUR AREAS OF CONCENTRATION

ESTATE PLANNING	LONG TERM CARE PLANNING
Medical Durable Powers of Attorney Financial Durable Powers of Attorney Wills Revocable Living Trusts Specialized Trusts such as Special Needs Trusts and Gift Trusts Charitable Trusts	Medicaid Planning Medicare Advocacy Plans of Care and Home Care Arrangements Nursing Home and Assisted Living Advocacy
RETIREMENT PLANNING	SPECIAL NEEDS PLANNING
Conduit Trusts Beneficiary Designations Exit Planning Roth Conversion Strategies Tax Planning	Special Needs Trusts Social Security Disability and SSS-Medicaid Plans of Care and Caregiving Contracts IEP Conferences and Appeals Developmental Disability Guardianship and Conservatorship
ESTATE TAX PLANNING	ADMINISTRATION OF WILLS AND TRUSTS
Estate Tax Returns Strategic Gifting Gift Tax Returns Charitable Remainder Trusts Grantor Retained Annuity Trusts Trusts to Reduce Estate Taxes	Estate/Trusts Disputes Probate Court Proceedings Accounting
BUSINESS PLANNING	GUARDIANSHIP/CONSERVATORSHIP
Limited Liability Companies Formation and Dissolution of Business Entities for Profit and Non-Profit Purchase and Sales of a Business Succession Planning	Navigating Court Protections and Interventions Accounting Minors, Adults and Development Disability Guardianship and Conservatorships