Allan Benner is a prominent elder law attorney and estate planner serving Port Charlotte, FL, and the surrounding areas. With over 25 years of experience, Benner has established a reputation as a compassionate and knowledgeable advocate for seniors and their families.
Benner provides comprehensive elder law services tailored to the unique needs of older adults. These services include:
- Medicaid Planning: Benner assists clients in navigating the complex Medicaid system to protect their assets while qualifying for long-term care benefits.
- VA Benefits: He helps veterans and their families access the VA benefits they have earned through military service.
- Estate Planning: Benner creates customized estate plans that protect assets, ensure end-of-life wishes are respected, and minimize estate taxes.
- Guardianship and Conservatorship: He represents clients in guardianship and conservatorship proceedings, ensuring that the rights of vulnerable individuals are protected.
In addition to elder law services, Benner also provides estate planning solutions for individuals of all ages. His services include:
- Wills and Trusts: Benner drafts wills and trusts to distribute assets according to clients’ wishes and minimize estate taxes.
- Probate and Trust Administration: He guides clients through the probate and trust administration process, ensuring that the decedent’s wishes are carried out.
- Business Succession Planning: Benner assists business owners in developing succession plans to protect their businesses and ensure smooth transitions.
- Special Needs Planning: He creates legal documents to protect the interests of individuals with disabilities throughout their lives.
Allan Benner is renowned for his personal approach and unwavering commitment to his clients. He takes the time to understand their needs and goals and tailors his services to meet their specific circumstances.
- Compassionate and Understanding: Benner understands the challenges faced by seniors and their families. He provides empathetic and compassionate support throughout the legal process.
- Experienced and Knowledgeable: With over 25 years of experience, Benner has extensive knowledge of elder law and estate planning. He stays abreast of legal changes to ensure his clients receive the most up-to-date advice.
- Personalized Service: Benner treats each client as an individual. He takes the time to listen to their concerns and develops customized solutions that meet their unique needs.
- Results-Oriented: Benner is committed to achieving positive outcomes for his clients. He aggressively protects their rights and ensures that their legal documents are tailored to their specific goals.
“Allan Benner was incredibly helpful in navigating the Medicaid process for my mother. He was patient, knowledgeable, and supportive throughout the entire process. Thanks to his expertise, my mother was able to receive the care she needed without depleting her assets.” – Maria
“I highly recommend Allan Benner for estate planning. He took the time to explain all the options to me and created a customized plan that met my specific needs. I feel confident that my assets will be protected and my wishes will be respected when I am gone.” – John
If you or a loved one is in need of elder law or estate planning services, contact Allan Benner Port Charlotte FL today. Benner will schedule a consultation to discuss your goals and provide you with the comprehensive legal guidance you need.
Phone: (941) 629-1182
Address: 2320 Tamiami Trail, Suite 205, Port Charlotte, FL 33948
Website: www.allanbennerlaw.com
Understanding Elder Law and Estate Planning Needs
Elder law and estate planning are essential for protecting your interests and ensuring that your wishes are respected in the future. Here are some key considerations:
- Long-Term Care Planning: As we age, the likelihood of needing long-term care increases. Elder law attorneys can help you plan for these expenses to protect your assets and ensure you have access to quality care.
- Medicaid Eligibility: Medicaid is a government program that provides health insurance for low-income individuals. Medicaid planning can help you qualify for Medicaid coverage without having to deplete your assets.
- Estate Planning: Estate planning involves creating legal documents that distribute your assets according to your wishes and minimize estate taxes. These documents include wills, trusts, and powers of attorney.
- Special Needs Planning: If you have a loved one with a disability, special needs planning is essential to ensure their financial and medical needs are met throughout their life.
Tips for Choosing an Elder Law or Estate Planning Attorney
When choosing an elder law or estate planning attorney, consider the following factors:
- Experience and Expertise: Choose an attorney with extensive experience in the relevant areas of law.
- Reputation and Referrals: Ask for recommendations from friends, family, or other professionals who have used the attorney’s services.
- Personal Connection: Find an attorney with whom you feel comfortable and who takes the time to understand your needs.
- Cost and Fees: Discuss the attorney’s fees and payment options upfront.
How to Prepare for a Consultation with an Elder Law or Estate Planning Attorney
Before your consultation, take these steps:
- Gather Your Documents: Bring copies of your financial statements, medical records, and any existing legal documents (e.g., wills, trusts).
- Write Down Your Goals: Consider what you want to achieve with elder law or estate planning.
- Prepare Questions: Ask questions to ensure you understand the attorney’s fees, services, and approach.
Step-by-Step Approach to Elder Law and Estate Planning
- Consultation: Schedule a consultation with an elder law or estate planning attorney.
- Review and Assessment: The attorney will review your documents and assess your needs.
- Plan Development: The attorney will create a customized plan tailored to your specific goals.
- Document Execution: The attorney will prepare legal documents to implement your plan.
- Ongoing Support: The attorney will provide ongoing support and guidance as needed.
Additional Resources for Elder Law and Estate Planning
- National Association of Elder Law Attorneys (NAELA): https://www.naela.org
- American Bar Association (ABA) Center on Law and Aging: https://www.americanbar.org/groups/senior_lawyers/
- Florida Bar Association Elder Law Section: https://www.floridabar.org/members/member-benefits/sections/elder-law/