Wills, Trusts & Estate Planning

Wills, Trusts & Estate Planning in Bergen County, NJ

Wills, Trusts & Estate Planning in Bergen County, NJ

Attorney Alice W. Meehan, Esq. is a highly experience estate planning attorney. She has over 20 years' experience in Will and Trust preparation and Estate planning. She offers everything from simple Will preparation, to comprehensive estate planning including Living Wills and Powers of Attorney and utilizing Trust formation for tax and estate planning reasons, special needs and other appropriate situations. Ms. Meehan will provide consults for those unsure of what they need as well as structuring complex Estate and Trust planning, reviewing your entire estate/retirement asset picture including IRA's, 401K's and life insurance to provide comprehensive advice and develop an estate plan. She also offers a price fix "simple Will package" which includes a simple Will, POA and Living Will for simple estates.

Special Needs Trusts/Supplementary Trusts

Special Needs Trusts are complex documents with intricate rules. They are designed to allow you to provide for your special needs family member above and beyond the bare basics that government programs provide, but without losing the benefit of the government benefits that are already in place. Ms. Meehan is an attorney who is experienced in preparing both self settled special needs trusts (those are trusts set up with funds that are already owned by the party with special needs) as well as third party supplemental trust or testamentary special needs trusts. It is important that you make the appropriate choice at the time of your estate planning. She offers special needs consults as to how these types of trusts might benefit your loved one and the responsibilities involved. Special needs trusts are also an ideal tool for Medicaid planning in certain situations.