Experienced, Skilled, Personally Attentive to You | Roark Law Office P.C.
When an estate planning goal is critical to your family’s financial security, or an elder law issue stands in the way of your senior loved one’s quality of life, the attorneys who can help you in the Merrimack Valley, Greater Lowell, and southern New Hampshire are at Roark Law Office P.C.
Experienced, Skilled, Personally Attentive to You
Our law firm’s founding attorney has 38 years of experience with successful attention to her clients’ elder law and estate planning issues. Her practice is an “old school” law firm, poised and professional, attentive and personal.
including life and estate planning needs driven by allegations of incompetency or health issues, mental capacity or ability to take care of themselves, disability planning and guardianship or conservatorship proceedings
Trust Planning & Administration
assistance with formation of the proper trusts, such as trusts for minor children, irrevocable trusts, revocable trusts, life insurance trusts, credit shelter trusts, special needs trusts, pet trusts, and planning to minimize estate taxes and federal estate taxes, and assistance to trustees with the administration of trust assets
Medicaid & Long-Term Care Planning
asset protection in anticipation of the need for long-term care or other medical needs, including transfer of assets and creation of trusts; preparation and handling of an application for Medicaid benefits; and Medicaid planning, including coordination toward creation of an annuity, advice on spend-downs, protection of primary residence and Medicaid trusts, financing of long-term care or nursing home care