ESTATE PLANNING & ELDER LAW

Effective estate planning requires more than the preparation of a will. Greg can help you navigate the options that are available to help protect your assets, ensure your personal and financial well-being throughout the remaining years of life, and protect your estate upon death.

You must consider a host of factors when doing “estate planning.” Estate Planning includes much more that the transfer of your property at your death. It  requires much knowledge of probate law, tax law, Medicaid rules, elder law and property law. An effective Estate plan will also work with existing federal estate, gift, and income taxes.

An effective Estate plan will likely include a Last Will & Estate, a Durable Power of Attorney, a Living Will. It may also involve trusts for minor beneficiaries, family with special needs, or those with creditor or marital problems. It will include nominations for Guardianship of a person’s children should something disable them from caring for the minor children.

An effective Estate plan will also coordinate your Last Will with your deeds, Payment of Death designations. A person may have the fanciest last will; however, if it does mesh with everything else, it could be a waste of money.

The Alabama State Bar provides this Brochure to explain the concepts of a Last Will in Alabama in more detail. The Bar also provides this Brochure to discuss Advanced Healthcare Planning.

While Greg Varner’s practice and experience have not been limited to “elder law,” as the firm has developed, a large portion of the practice has become dedicated to such issues.  The practice has provided Greg an unique knowledge and breadth of experience within the multifaceted nature of elder law.

For instance, he has substantial experience in estate planning. Since the practice remains in a relatively poor, rural community, the majority of his clients need particular assistance in planning for disability, disposition of modest estates, and federal/state benefit eligibility. However, Greg does continue to assist clients regularly with tax-sensitive estates, as well.

Relatedly, the Law Office of Greg Varner maintains a sizeable probate and estate administration practice. While most only require management assistance and legal direction, some of these matters involve contests requiring particular skill and knowledge of relevant statutory and precedential law.

Greg was also an assistant Attorney General for the State of Alabama whereby he represented each of the Clay, Coosa, Randolph, Elmore, and Calhoun County Departments of Human Resources. In the seven years of such representation, Greg prosecuted, litigated, and counseled in dozens of elderly adult in-need-of protective services and elder abuse cases.

Relatedly, Greg is also regularly court-appointed and retained to represent various interests and parties in Conservatorship, Guardianship, and Involuntary Commitment matters involving the elderly.

Greg has represented grandparents seeking custody of their grandchildren on numerous occasions. In fact, he successfully argued for a modification and extension of the law in favor of grandparents’ rights before the Alabama Court of Civil Appeals. See R.K. v. R.J., 843 So.2d 774 (Ala.Civ.App. 2002)

In addition to his professional experience, Greg has personal and familial sympathy for the particular needs accompanying elder care and financing. His mother, for years, provided at-home care to his grandmother and great-aunt. Before their respective deaths, each were severely disabled and progressively deteriorated due to dementia and Alzheimer’s disease. Accordingly, he is keenly aware of some of the acute issues facing his clients involved in the care of the physical, spiritual, and emotional health of the elderly and the concomitant emotional wear and stress on the care-givers.

If you find yourself or your family facing elder law issues, contact Greg Varner at 256-354-5464.

Greg Varner serves east, central Alabama including Clay County (Ashland and Linville), Coosa County (Rockford and Goodwater), Talladega County (Talladega, Lincoln, and Sylacauga), Tallapoosa County (Alexander City and Dadeville), Chambers County (LaFayette, Lanett, and Valley), Randolph County (Roanoke, Wadley, Wedowee, and Woodland), Cleburne County (Heflin), Calhoun County (Anniston and Oxford), Etowah County (Gadsden and Rainbow City), St.Clair County (Pell City) and Elmore County (Wetumpka), and Lee County (Auburn and Opelika).

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