ESTATE PLANNING & ELDER LAW

Protecting Your Family, Your investments and Your Future

Estate planning is a strategic legal action to protect your wealth and investments, family security and personal well-being.  Whether you have an existing estate plan or you want to create a new comprehensive plan, working with an experienced attorney allows you to identify your objectives and develop an appropriate plan tailored to meet your needs.  At the Rohde Law Group, in Caldwell, New Jersey, we have extensive and qualified experience with both simple and complex estate planning.

With a background as a Certified Public Accountant and almost twenty (20) years of experience, Christopher G. Rohde has the ability to plan the most tax efficient way to protect your assets for future generations.  As a faculty member of the Practising Law Institute, Mr. Rohde teaches newly admitted attorneys in the areas of Estate Planning as well as Estate Administration.  Additionally, Mr. Rohde often presents seminars to local Senior Groups.  This comprehensive knowledge in the estate planning area and frequent feedback from Seniors, enables Mr. Rohde to explain the more sophisticated estate planning in such a way as to make it easy for anyone to understand. 

In addition to preparing the basic estate planning documents, we also help families protect their assets in the event that long term care is needed.  For those who have not planned, we provide assistance when long term care is needed.  From reviewing nursing home admission agreements to completing an application for Medicaid, we will ease the burden on family members and help implement any last minute asset protection strategies.

 We are experienced with the following areas and planning tools:

  • Estate Planning:  Wills, Powers of Attorney, Healthcare Proxy and Directives/Living Wills, revocable and irrevocable Trusts, including Credit Shelter Trusts, Disclaimers and Life Insurance Trusts.
  • Elder law:  Preservation of the family home, Medicaid Trusts, Special Needs Trusts, preserving Social Security eligibility, gifting strategies and real property transfers.
  • Guardianship and Conservatorship:  Minor children, special needs children and elderly family members.

Creating an Estate plan to Meet Your Needs

 A recent life change such as a birth, marriage or death in the family is always a time to re-evaluate an existing estate plan.  Our clients range from newlyweds with moderate assets, elderly couples with simply their residence and small savings, to high net worth families with complex estate tax planning needs.  As your attorneys, we will take an individualized approach to identify your objectives and develop key strategies to help you protect your investments and achieve your long-term personal and financial goals.