Law Offices of Jonathan S Frank

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Today: 9:00 am - 5:00 pm

47 Years

in Business

(704) 405-5480Visit WebsiteMap & Directions7421 Carmel Executive Park DrCharlotte, NC 28226 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Charlotte with Attorneys

Pineville (4 miles)
Matthews (11 miles)
Fort Mill (13 miles)

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General Info

Since 1989, we have been providing exceptional service to our clients in a wide variety of legal matters.

Email

Extra Phones

Phone: (704) 552-1110

Location

Carmel Executive Park

Neighborhood

Ballantyne West

AKA

Frank Jonathan S

Jonathan S Frank Law Offices

Law Offices of Jonathan Frank

Other Links

http://www.franklegal.com

https://franklegal.com

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Attorneys, General Practice Attorneys, Legal Service Plans

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Details

Phone: (704) 405-5480

Address: 7421 Carmel Executive Park Dr, Charlotte, NC 28226

Website: http://www.franklegal.com

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Law Offices of Jonathan S Frank

Guardianship
For some members of our society, legal protection may be necessary even after they have entered adulthood. These individuals may have been injured in an accident, continue to suffer from an incapacitating physical illness or psychological disorder, or have some other condition that prevents them from caring for themselves. In these cases, a guardianship may be established.

Business and Corporate Law

Limited Liability Companies

Personal Injury
Yes, you should still establish a Special Needs Trust to protect your disabled beneficiaries from potential creditors. For example, if your disabled beneficiaries are ever sued in a personal injury action, the assets in the trust would not be available to the plaintiffs. Furthermore, because the funds in the Special Needs Trust are not countable as available assets for purposes of determining government benefit eligibility, more of your money can be used for those supplemental expenditures that will allow your disabled beneficiary to enjoy a higher quality of life. Otherwise, much of your assets will be used to pay for private care benefits that are extremely expensive and can drain even significant sums of money over time.
Medicaid Planning
The high cost of long-term care has made planning a critically important issue for most middle class seniors and their families. In fact, most seniors will likely require some form of long-term care. Sadly, many of them are unprepared for the significant financial burdens it places on their family’s hard earned savings. Financial devastation looms large for a family facing ongoing care at a rate of $10,000 or more per month.

Trusts and Estates

Estate Planning
Thank you for your interest in The Elder Law & Estate Planning Firm of Jonathan S. Frank. To better serve you please fill out the fact finder that best corresponds with your reason for visiting us and bring with you to your appointment. We look forward to meeting with you.
Wills
In order to contest a Will, one has to have legal “standing” to raise objections. This usually occurs when, for example children are to receive disproportionate shares under the Will, or when distribution schemes change from a prior Will to a later Will. In addition to disputes over the tangible distributions, Will contests can be a quarrel over the person designated to serve as Executor.
Trusts
Our law firm can help you set up a Special Needs Trust so that government benefit eligibility is preserved while at the same time providing assets that will meet the supplemental needs of the person with a disability (those that go beyond food, shelter, and clothing and the medical and long term supports and services of Medicaid). The Special Needs Trust can fund those additional needs. In fact, the Special Needs Trust must be designed specifically to supplement, not replace public benefits. Parents should be aware that funds from the trust cannot be distributed directly to the disabled beneficiary. Instead, it must be disbursed to third parties who provide goods and services for use and enjoyment by the disabled beneficiary.
Power of Attorney
If you become incapacitated, you will not be able to manage your own financial affairs. Many are under the mistaken impression that their spouse or adult children can automatically take over for them in case they become incapacitated. The truth is that in order for others to be able to manage your finances, they must petition a court to declare you legally incompetent. This process can be lengthy, costly, and stressful. Even if the court appoints the person you would have chosen, they may have to come back to the court every year and show how they are spending and investing each and every penny. If you want your family to be able to immediately take over for you, you must designate a person or persons that you trust in proper legal documents, so that they will have the authority to withdraw money from your accounts, pay bills, take distributions from your IRAs, sell your stocks, and refinance your home. A will does not take effect until you die, and a power of attorney may be insufficient.
Probate
Jonathan is one of 131 out of more than 21,000 North Carolina attorneys who is a Board Certified Specialist in Estate Planning and Probate Law. Jonathan focuses his practice on advanced issues in estate planning, probate and business continuation planning. He assists his clients in leveraging their options to maximize wealth, minimize estate taxes and other transfer fees, and maintain privacy, dignity and control throughout their lifetimes and after death.

Tax Law

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