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Experienced Asset Protection Attorneys in Mooresville, North Carolina

At Daly Mills Estate Planning, our skilled asset protection attorneys in Mooresville & Charlotte, NC focus solely on protecting our fellow North Carolina residents’ futures by providing unique legal strategies that advance their legacies.

Our Mooresville asset protection attorneys represent clients throughout the state of North Carolina because it is also our home.

Our lead estate planning and elder law attorney, Danielle Feller, is a local North Carolinian at heart. The daughter of a Mooresville Graded School District member, Ms. Feller graduated from Mooresville High School and attended both undergraduate and law school in Raleigh before moving back to Iredell County to further her law career by developing important legal solutions for those in her community.

It is also where our attorney Miranda Mills was born and raised, home to her Alma Mater, the Wake Forest University School of Law, and where her parents and family live.

Along with our team of skilled lawyers and support staff, Daly Mills Estate Planning delivers customized solutions for individuals, families, and trusts that redefine security to effectively protect our clients and their futures.

Each of our Iredell County asset protection attorneys at Daly Mills Estate Planning knows your legacy was built with distinction; let us help you protect it.

Asset Protection Attorneys in Iredell County, North Carolina Who Provide Confidence & Security for All Clients

At Daly Mills Estate Planning, our experienced team of asset protection attorneys in Mooresville know many life-changing events can jeopardize the financial stability you have worked so hard to attain.

Divorces, death, business closures, real estate insolvencies, and lawsuits can place anyone’s assets at risk without notice, which is why it is paramount that you partner with a skilled asset protection lawyer who will work with other professionals in the community to make sure we fully outline your assets, risks, and financial goals to establish a protective structure that fits your unique needs.

Our skilled asset protection, planning, and management attorneys will provide the confidence you need to align your short and long-term goals with legal strategies that allow your quality of life to improve with age.

Protecting Your Assets Through Pre-Planning for Long-Term Healthcare Needs

Aging is often coupled with two types of healthcare needs: Those you can plan for, and those that happen without notice. Even when our clients set aside assets for future care whether they plan to live in an assisted living facility or to have at-home care it is difficult to cover the expenses of these rising costs year after year.

And if you or your loved one enters a long-term care facility, your financial stability can erode faster than your care requirements can be fulfilled.

Your health, happiness, and ability to achieve the quality of life you planned for should never be disrupted by a health crisis. We can help ensure that is true by protecting your current assets while pursuing alternate forms of financial assistance to help shoulder the financial burden.

Depending on your unique circumstances, economic support may be supplemented through one or more of the following programs.

Special Assistance Programs for Adult Care Home Residents

In North Carolina, there is a Special Assistance Program that provides financial supplements to help pay for room and board in residential facilities.

This city/county government-run program has a restrictive income cap, which requires applicants to provide financial disclosures to qualify for residency at certain adult care homes, family care homes, and group homes.

Our skilled asset protection attorneys in the Charlotte, NC can help outline the necessary income disclosures that are only relevant to the means test, to help safeguard certain types of income that may exceed the limit, so you may still qualify for the necessary assistance.

We will also help you or your family members apply for these benefits if you qualify.

Medicaid Planning or Skilled Nursing Facility (SNF) Care

Medicaid is a federal and state program that helps provide benefits and cover healthcare costs that are not typically afforded to those with Medicare.

This includes nursing home and personal care services, which are referred to as Skilled Nursing Facility (SNF) Care.

While there is technically no income cap, as there is with Special Assistance Programs, some resources may count against your eligibility, based on Medicaid regulations.

Our experienced Mooresville asset protection lawyers will work to customize a unique legal strategy to help you gain access to the program while preserving your existing holdings in full accordance with Medicaid rules, so your quality of life continues well into the future.

Planning for Loved Ones With Special Needs

Our dedicated asset protection attorneys in Mooresville know that when our clients are caring for a loved one with special needs, their health and well-being are the priority now and when they are gone.

To maintain the lifestyle of care and comfort our clients provide their loved ones, they must have a long-term financial plan to help ensure their estate and trust assets are properly distributed after they are gone, without disqualifying their special needs loved ones from government and other benefits they need.

We will help outline your unique financial position while protecting your loved one’s future.

Veterans’ Benefits & Programs

If you were a member of the United States Armed Forces, we would first like to thank you for your service. We appreciate your and your family’s sacrifice to our great nation.

Next, we would like to assist you in determining your eligibility for the Veteran’s Administration Benefits program(s) that fit your unique medical care and long-term facility needs to assist you in applying for the appropriate benefits you deserve.

At Daly Mills Estate Planning, our asset protection attorneys in the Lake Norman area are dedicated to helping our clients keep their existing finances separate from the assistance they may be eligible for from our government programs.

In addition to outlining your long-term healthcare and homecare facility needs, so you can avoid the red tape state and federal programs often use to discourage enrollment, we can also assist you with your complete elder law and estate planning needs to form legally binding living wills, wills, trusts, durable powers of attorney, healthcare powers of attorney, and other important documents, so your wishes are met when you are no longer here to voice them on your own.

Why Choose Our Experienced Asset Protection Attorneys at Daly Mills Estate Planning?

Our lead estate planning and elder law attorney, Danielle Feller, understands first-hand how important it is to make sure a person’s estate planning, asset protection, and estate administration needs are taken care of. When Danielle’s father was unexpectedly diagnosed with terminal cancer in 2016, Danielle made sure her parents spoke to an estate planning attorney to update their wills and powers of attorney documents. After Danielle’s father passed away, she personally experienced and witnessed how stressful and emotional it can be to administer a loved one’s estate while trying to grieve. It was then that Danielle made it her goal to help others plan for the unexpected and relieve the stress and burden during the process.

Danielle Feller is an AV Preeminent Rated attorney in Estate Planning, Rising Star Super Lawyer, and has an Avvo rating of 10.0.   She is also regularly appointed by the Iredell County Clerk’s Office to be an attorney Guardian ad Litem for Special Proceedings.

Danielle is a member of the Iredell County Bar and the North Carolina Bar Association Estate Planning & Fiduciary Law Section. She is also a member of WealthCounsel, LLC, a national organization where attorneys and other professionals collaborate, learn from each other, and stay current with ever-changing laws, including all applicable statutes related to our practice areas that focus on serving clients with end-to-end estate planning needs.

Her knowledge, experience, and dedication to elder law are acknowledged in an upcoming chapter with WealthCounsel’s second edition of Estate Planning Strategies, Collective Wisdom, Proven Techniques.

Our Lake Norman area attorneys are dedicated to improving the lives of our fellow North Carolinians through asset protection planning.

We will work to protect your legacy by listening and learning everything there is to know about how you want your estate to impact future generations, so you can confidently enjoy the quality of life you deserve knowing each asset is protected while still getting the care you need.

We partner with our North Carolina residents using affordable fees, so they can keep their assets working for them, not sidelined by legal fees.

When you retain our Iredell County asset protection law firm, you work one-on-one with our dedicated elder law attorneys who provide customized legal strategies and solutions that allow our clients to make informed, intelligent decisions about their legacies.

Contact Our Dedicated Asset Protection Attorneys in Mooresville, North Carolina Today

To learn more about how we can help you and your family create a customized asset protection plan to safeguard your legacy, call us at (704)-286-8437 to schedule an initial consultation with our elder law attorneys in Mooresville, North Carolina today.