All questions for our legal team from Attorneys, CPA’s, financial advisors, insurance agents, banks and other professionals are handled by this department, including scheduling meetings with attorneys, private client workshops and in-house professional educational programs.
In the old days the general practitioner was able to handle the many needs of his or her clients. Today it’s not possible. As a law firm that focuses exclusively on estate planning and elder law issues, we work tirelessly just to keep up with the many laws and exceptions that are relative to this area of law. It is impossible for general practitioners or those who practice in other areas to have a comprehensive, competent knowledge to serve clients. We enjoy working with general practitioners and those attorneys that practice in specific areas other than estate planning. We have a simple process to help you identify when our help will be needed or if we can guide you to assist a client directly. We really appreciate our relationship with lawyers as we serve as a model law firm for several hundred law firms across the country and understand the inner working and demands on lawyers in today’s economy. Contact the Estate Planning Law Center to identify how we can support you and your clients and help make you part of the client’s solution.
Bankers share a special relationship with their clients. At The Estate Planning Law Center, we enjoy working with bankers to help develop that relationship to a whole new level. One of the biggest challenges to banking institutions is communication between the bank and the financial services division associated with it. The Estate Planning Law Center’s planning process helps bridge that gap and identify ways for the different departments of the bank to work more effectively together. We can help you with your clients. We can help you develop deeper relations with the client and extend those to other family members just by utilizing our process. Often, our systems and processes also support you and minimize the amount of work you have in relations with your clients.
We share a special relationship with certified public accountants (CPAs). While our founder, David J. Zumpano, is a CPA and attorney, the Estate Planning Law Center does not prepare any tax returns or provide income tax planning. We value our relationships with CPAs and work with them according to the needs of our clients. We help identify the strategic tax issues from the estate planning, income tax, estate tax, gift tax, and generation skipping tax areas.
CPAs play a critical role in working with our clients to help guide them in making the proper long-term tax decisions. We especially enjoy updating CPA relationships on the unique tax treatment of irrevocable pure grantor trusts. These unique trusts, although irrevocable, are tax neutral, provide great benefits for business owners and those wanting to protect their assets from predators and nursing homes, without giving up control. We look forward to working with you to assist our clients with their tax needs.
The fundamental benefit of working with us is our bedrock belief of your importance to the estate planning process. To create a successful estate plan, it is essential to ensure all clients’ assets are lined up with the legal documents they create. Having to utilize multiple financial professionals is counterproductive for the client and often leads to failed plans. We highly recommend our clients consolidate their financial assets with one (no more than two) financial professional whom they trust. We believe while all eggs should not be in one basket, all baskets should be in one hen house. Having multiple advisors often leads to financial strategies that can actually conflict with each other. Further, the financial strategies chosen must be consistent with the legal strategies we help the client implement to ensure the clients’ goals are achieved. It is absolutely essential financial professionals communicate with our office and us with them, when dealing with clients to ensure the long-term goals of our mutual client, as created by the legal documents, actually do what the client thought they were going to do. We welcome new relationships and always encourage the growth of established relationships. Contact us to schedule a synergy or strategy meeting to discover how we can work together to better serve clients.
We are also available for the following workshops:
- “Estate Planning Essentials”
- “Protecting Your IRA’s & Qualified Funds, and Minimize Taxes”
- “Utilizing Medicaid & Veteran’s Benefits as Part of a Patient Discharge Plan”
- “How to Pay for Care at Home or at a Nursing Home without Losing a Lifetime of Assets”
- “How to Protect Your Assets from Lawsuits, Government, Nursing Homes & other ‘Predators'”
- “Wills, Health Care Proxies, Powers of Attorney – What do I need to Know?”
Contact us for more information or to schedule a private workshop for your organization or group.