Estate Planning, Medicaid, and Probate Attorney
Committed to Solutions Through Advance Planning and Sharp Lawyering
The Charles Law Offices is adept at correcting costly mistakes in the estate planning process. Ideally, we help our clients avoid these mistakes in the first place. However, when our clients have received poor advice prior to coming to our law firm, we work to minimize the damage. Our law firm provides comprehensive planning services and problem-solving representation in the areas of estate planning, elder law, and probate.
Read on for more information about our practice, or contact us to arrange a free initial consultation. We serve clients of all ages and all walks of life in the Tampa Bay area, and we assist many out-of-state clients with probate and trust settlement.
Focused Representation
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Probate — We assist those with the responsibility of settling a family member or friend's estate in Florida and represent family members going through the probate process, whether they are in Florida or in another state.
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Wills & Trusts — We pay attention to the details so that wealth transfers smoothly in the event of your death. In the event of your incapacity, a trust will create a lesser alternative to guardianship, saving you and your family expensive legal fees and protracted guardianship court proceedings.
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Medicaid Planning — We work to preserve assets and create opportunities to allow you to qualify for Medicaid nursing home care even if you are over the income cap or the asset limits set for Medicaid qualification.
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Powers of Attorney & Advance Directives — We create documents that declare your wishes regarding your finances, medical care decisions, and end-of-life care. These documents are also lesser alternatives to guardianship, making them critical for all adults to have.
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Guardianship — Is it time to step in to take control of your elderly parent's finances or health care? If your parent is no longer able to care for himself or herself or manage his or her property, a guardianship may be required to protect the parent and the parent's resources.
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Special Needs Trusts — We help set aside assets for a disabled child, family member, or yourself while preserving Medicaid/SSI eligibility.
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Trust Administration — We provide legal advice and guidance to appointed trustees, on a one-time or ongoing basis.
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Personal Representative & Trustee Services — If you prefer, we can handle the entire probate or trust administration process as personal representative (executor) or trustee.
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Will Contests/Estate Litigation — Was the will valid? Did a trusted friend or relative take advantage of your vulnerable parent? Susan Charles will protect your interests.
Also see our pages on Frequently Asked Questions and fees.
Susan M. Charles is a knowledgeable, no-nonsense lawyer serving people in the Tampa Bay area. Call 866-607-6531 or e-mail The Charles Law Offices to arrange a free consultation.
Offices in Clearwater - Largo - St. Petersburg - Tampa
