Cullen Weston Pines & Bach LLP
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Estate Planning & Elder Law
Comprehensive and careful planning with the assistance of highly-trained legal counsel is crucial to successfully navigating the financial, legal and medical challenges that arise as we move through various life stages. Cullen Weston Pines & Bach’s attorneys provide sound advice coupled with zealous and compassionate advocacy, keeping our clients from becoming overwhelmed by the myriad of decisions families face in the event of death or disability.

Estate plans at Cullen Weston Pines & Bach are uniquely tailored to each client’s individual needs. We encourage clients to anticipate future possibilities and work proactively to protect families and their assets. But when a crisis occurs and estate planning is needed immediately, our attorneys also provide the crucial legal support and guidance needed to meet the crisis head-on.

Cullen Weston Pines & Bach’s elder law practice assists clients in managing the complex and confusing system of long term care options and financing. Clients facing out of home residential options can rely upon the firm for expert guidance in selecting the best option available from assisted living to continuing care retirement communities. Our clients also receive clear advice on how to pay for their care. Our attorneys stay abreast of the rapidly changing landscape of Medicaid and Medicare law and are knowledgeable of the most current and creative planning options. We aim to empower our most vulnerable clients with knowledge and choices so they may maintain the highest quality of life reasonably possible without sacrificing their dignity and independence.

Estate Planning & Elder Law is a holistic and interdisciplinary practice which may involve:

Probate administration and litigation
Marital property agreements and domestic partnership agreements
Medicaid and Medicare planning & advocacy
Wills, trusts and powers of attorney
Financial and tax planning in wealth succession
Nursing home rights and claims
Guardianships and protective placements
Special needs trusts and planning
Patient autonomy and right to die issues
Age and disability discrimination claims
Grandparent rights and senior divorces

 

Estate Planning & Elder Law attorneys

Attorney Julie A. Short leads the Estate Planning & Elder Law area for Cullen Weston Pines & Bach. Julie has practiced in the areas of Estate Planning & Elder Law throughout her 14-year legal career and made it her primary focus eight years ago. She has substantial experience in drafting comprehensive estate planning documents and a reputation for advocating for her clients right to self-determination and independence despite their real or perceived infirmities of aging or special needs. She is a member of several elder law associations, including the National Association of Elder Law Attorneys and the Elder Law Section of the State Bar of Wisconsin. Partner Alison TenBruggencate also provides estate planning as well as prenuptial agreement preparation. Paralegal Nancy Rettenmund supports the attorneys in this area.

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