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Estate and elder law, Sarasota

A plan that keeps up with you

Three lawyers on Main Street write trusts, plan for long-term care and settle estates, for retirees and the grown children who help them. Every plan comes back to us on a schedule, so it still works after a move, a sale, a marriage or a diagnosis.

Looking up through a glass skylight between angled glass walls in a bright atrium

How the practice runs

Four numbers we keep to

  • 3

    Lawyers

    Each leads one practice and reads the others’ drafts.

  • 1

    Flat fee per plan

    Quoted in writing before any drafting starts.

  • 2

    Meetings to a signed plan

    One to listen, one to sign. Drafts come by email in between.

  • 36

    Months from signing to review

    We write when yours is due. The review meeting has no fee.

The team

The three people who read your plan

One of us drafts it, and another reads it line by line before you see it. Open a profile for admissions, courts, schools and languages.

  • Hedda Kolbeck in glasses, a white turtleneck and a striped sweater, in black and white

    Hedda Kolbeck

    Founding partner, elder law

    Plans for nursing home and memory care costs, files Medicaid applications and handles guardianship.

  • Felix Varnum in glasses and a dark knit sweater, standing by a tall window

    Felix Varnum

    Partner, trusts and special needs planning

    Drafts revocable and special needs trusts, and the deeds and beneficiary forms that make them work.

  • Kwabena Asante in a plaid shirt, lit from one side against a dark backdrop

    Kwabena Asante

    Attorney, probate and trust administration

    Settles trusts and estates after a death, from the first inventory to the last distribution.

Practices

Four kinds of work, and nothing else

We keep the practice narrow, so the same people see the same kinds of files every week.

  1. A revocable trust, a pour-over will, powers of attorney and a health care directive, with the deed and accounts moved into the trust.

  2. For a child or grandchild with a disability, so what you leave them doesn’t end SSI or Medicaid.

  3. A spending plan and the application when a parent moves to a nursing home or memory care, and guardianship if they can’t sign.

  4. Settling an estate or a trust after a death, with the family member who was named to do it.

Who we work beside

Your advisers stay in the loop

A plan touches accounts, policies, taxes and care. With your permission, we copy the people who already handle them.

  • Financial advisers
  • CPAs and tax preparers
  • Bank trust officers
  • Geriatric care managers
  • Insurance agents
  • Title agents

Start with the papers you signed years ago

Bring old wills, trust binders, deeds and a list of accounts to a first meeting of about an hour, at the office or by video. You leave knowing what needs changing, who would do it and the flat fee.