To best serve her clients, Attorney Conforti limits her practice to estate planning, elder law, Medicaid planning, probate and estate administration, guardianship, special needs trusts and disability planning. Elder Law is a specialized legal practice that concentrates on the specific needs of the aging segment of the population and the disabled, and their families.
Attorney Conforti advises clients on matters such as wills & trusts, asset protection & planning, Medicaid, long term care planning and insurance issues, probate and estate administration, guardianship, and special needs trusts and disability planning. Attorney Conforti works closely with clients to balance the goals of preserving wealth for future generations with the need to prepare for the possibility of incapacity or long-term care.
Attorney Conforti advises clients on matters such as wills & trusts, asset protection & planning, Medicaid, long term care planning and insurance issues, probate and estate administration, guardianship, and special needs trusts and disability planning. Attorney Conforti works closely with clients to balance the goals of preserving wealth for future generations with the need to prepare for the possibility of incapacity or long-term care.
Services
Marie Sullivan Conforti, a native Bostonian, resides in Vero Beach with her husband, John. She is a competent and compassionate attorney who has chosen to build a client-focused law practice to serve the aging and senior population. She works closely with clients to balance the goals of preserving wealth for future generations with need to prepare for the possibility of incapacity and/or long-term care.
When you hear the phrase "estate planning, " the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It's about ensuring your assets are distributed according to your wishes. That's why, even with the estate tax reduction (and eventual repeal in 2010) under the 2001 tax act, estate planning is still critical.
The practice of Elder Law is an emerging specialty that encompasses a broad understanding of aging and the law, and the interaction between the varied issues which may affect the elderly. Quite often a client initially meets with Attorney Conforti for the purpose of discussing a simple will. During the consultation, Attorney Conforti and the client may discover more issues to consider.
A special needs trust is an estate planning tool for parents who are concerned about the financial well-being of their disabled child after their deaths Families have several estate planning options in providing for a special needs loved one. Give the special needs person the assets outright. Caution should be exhibited with this option as it could result in government interference or the special needs person spending it unwisely.
Legal advice is given only in personal conferences which are strictly confidential. To make the most effective use of your consultation time, please review the forms below to understand the nature of information Attorney Conforti will need to gather to counsel you regarding your estate planning, Medicaid planning, probate or guardianship needs.
Reviews (3)
Kathy Devlin
Jun 13, 2019
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Sean Connelly
Jun 12, 2018
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Marie was recommended by my family's financial planner during the handling of my mother's death and planning for my brother's health care. In meeting with Marie, she is compassionate, thoughtful and extremely knowledgeable. I am very grateful for the recommendation and developing a relationship with her during this challenging time for my family.
Brandi Yu
Jan 20, 2017
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