Mike C
4 months ago
About seven years ago, I was looking for a lawyer to do create a trust and continuing care plan as my wife had a severe form of dementia. I had made three visits to a local attorney. He advised me that he could not figure out a way to create the needed trust as long as my wife had assets. He recommended that I consult with a firm that had more experience. That firm was White-Peterson. I met with Bill Punkoney of White-Peterson. After looking at our situation, he worked with the other White-Peterson team members to arrive at an ethical and easily workable solution. They found the answer within 48 hours. I consulted our financial advisor to execute the recommended plan. As soon as the strategy had been executed, Bill set up the trust we needed to insure my wife was taken care of in case I preceded her in death or lost the ability to manage her care. Since my wife passed Bill and I have worked to adjust the trust accordingly. Bottom line: I highly recommend Bill Punkoney and the White Peterson law firm. 👍👏
