Law Office of David R. Ingvoldstad
The Law Office of David R. Ingvoldstad provides estate planning and related legal services to clients of all ages, with a focus on the needs of older and disabled individuals and their families.
The Law Office of David R. Ingvoldstad provides the following services:
- Estate Administration and Probate
- Estate Planning
- Wills, Revocable Trusts, Irrevocable Trusts
- Comprehensive Estate and Medicaid Planning Evaluations
- Long-Term Care Planning
- Planning for People with Disabilities
- Powers of Attorney, Health Care Proxies, Living Wills
- Planning for Parents of Children with Disabilities
- TLC Maintenance Program (locking in legal fees for annual review, amending documents, as well as administration of the estate upon death) for clients who use the Firm for their estate or elder law plan.
The focus of the firm on the estate planning and public benefits needs of individuals and families enables the firm to be particularly sensitive to the multiple stresses that these individuals and families confront on a daily basis, which are compounded by the complexities of the American legal and health care systems. The Law Office of David R. Ingvoldstad helps its clients navigate this system by providing answers where they are hard to find and identifying solutions to the clients' particular needs and goals.
PRACTICE AREAS
The Law Office of David R. Ingvoldstad provides the following legal services:
ESTATE PLANNING
The Law Office of David R. Ingvoldstad does estate and retirement planning for clients of all ages and circumstances. This can include long-term care and disability planning where appropriate, as well as trust services.
COMPREHENSIVE ESTATE AND MEDICAID PLANNING EVALUATIONS
The Law Office of David R. Ingvoldstad begins its representation of many clients with a comprehensive estate and long-term care planning evaluation. This evaluation dictates the best planning strategies to pursue in order to meet the estate planning and long-term health care objectives of the client. The Law Office of David R. Ingvoldstad examines all aspects of the client's financial well-being and issues a follow-up letter which summarizes the client's unique situation, reviews the law, and recommends an estate plan uniquely tailored for each client. The complex and ever-evolving rules of Medicaid play an increasingly important role with respect to traditional estate planning concerns. Therefore, knowledge of the related laws is absolutely critical for a truly comprehensive estate or elder-care plan.
ESTATE ADMINISTRATION
The Law Office of David R. Ingvoldstad provides non-litigious representation of fiduciaries administering estates. Probate administration includes filing the petition for appointment of the personal representative, preparing and filing the inventory of estate assets, recovering estate assets, paying decedent's debts, and distributing assets. The Firm has associated professionals who assist in filing tax returns, filing estate accountings, and selling real property.
PLANNING FOR PEOPLE WITH DISABILITIES
The Law Office of David R. Ingvoldstad assists clients with disabilities with legal planning for their long-term needs. The Law Office of David R. Ingvoldstad also advises the parents or other family members of disabled persons on how they can effectively provide for them, with careful regard for preserving eligibility for Medicaid and other public benefits. The firm provides information about planning options, drafts supplemental and special needs trusts and other documents as appropriate, and advises trustees of trusts for the benefit of disabled persons concerning trust administration.
TLC ANNUAL MAINTENANCE PROGRAM TM
The Law Office of David R. Ingvoldstad provides a unique service that enables clients to keep their planning up-to-date and also control legal fees. Those clients who join the TLC Program (Thorough, Lifetime, Complete) receive an annual review, telephone support of their estate or elder-care plan as issues arise during the year, as well as amended documents when required. In addition, clients are able to lock-in greatly reduced legal fees that would be charged when an estate is finalized and distributed after the death of the client.