Comprehensive Estate Planning

PLANNING FOR YOUR FUTURE AND YOUR LOVED ONE’S FUTURES THROUGH ALL STAGES OF LIFE

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Elder and Disability Law

BENEFITS CONSULTING AND ASSET PROTECTION PLANNING FOR SENIORS

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Fiduciary and Trustee Services

PROVIDING FIDUCIARY SERVICES FOR THE LONG HAUL

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Tax Planning and Real Estate

PLANNING WITH TAXES IN MIND AND ASSISTING WITH A WIDE RANGE OF REAL ESTATE TRANSACTIONS

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About Us

collaborative

[ kuh–lab–uh-rey-tiv, -er-uh-tiv ]

noun

  1. a group of people working together for a common purpose:

    The collaborative of professionals was able to join their individual knowledge to better serve their client’s needs. 

    Birchgrove Law Collaborative, LLC is founded upon the concepts of teamwork and collaboration–the understanding that we are stronger together.  This means engaging partners across many disciplines such as legal, financial, medical and clinical to provide our clients with the deepest and richest level of support.  Whether this means pulling in a trusted CPA for an income tax question, a real estate broker for the sale of a family home, a care manager to assist with a complex medical condition or a Florida attorney to consult with our snowbirds, our “Birchgrove Branches” allow us to provide our clients with comprehensive and seamless representation.  We are a collaborative and we are all here to help.

Our Philosophy

We are committed to providing clients in all stages of life with approachable, pragmatic and client-focused planning strategies.  Your goals are our goals.  This is a roll-up-your-sleeves kind of legal advising practice:

  • Our deep knowledge of complex Medicaid law and ability to think strategically provides our elder law clients with confidence and serenity in even the most challenging situations.
  • Our collaborative, holistic approach with care managers and financial advisers offers our aging clients and their loving families a uniquely rounded experience. Together, we work tirelessly to keep elders safe in their homes for as long as possible while helping families battle the age-old question—how do I finance this?
  • For our clients who have lost loved ones, we try to ease and disarm an estate process that can otherwise be full of challenging forms and procedures at a time of pain and grieving.
  • For our young estate planning clients, what sets us apart is that we “get” it.  You need a plan that is comprehensive but simple, easy to digest and cost-effective.  You need an efficient, user-friendly approach delivered with ease and compassion.

Our Process

We like to get to know you, and believe the initial meeting is the cornerstone of every legal plan. We understand that new clients have immediate questions and concerns and that it always helps to build a rapport from the start, we typically spend a few minutes over the phone with new clients before setting up our initial consultation.  It sets our prospective clients’ minds at ease for the meeting and allows them to be better prepared.

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