Business Details
Your Trusted Partner for Estate Planning Solutions
The Lenzi Law Firm is a dedicated legal practice focused on estate planning, asset protection, and elder law. Our mission centers on building trusting relationships with clients to create tailored, multi-generational protection strategies. We specialize in navigating complex probate processes, Medicaid planning, and tax-efficient estate solutions while prioritizing client education and empowerment. With offices in Northern Virginia and Washington D.C., our team combines technical expertise with personalized service to address unique family and financial circumstances.We emphasize proactive planning to avoid probate, minimize tax liabilities, and ensure seamless asset transitions across generations. Our attorneys bring decades of combined experience in both traditional and non-traditional estate planning methodologies, including business succession strategies and special needs trusts. We maintain a client-centric environment where consultations focus on informed decision-making without pressure, allowing families to make confident choices about their future.
Services
Estate Planning
Asset Protection
Medicaid Planning
Elder Law
Probate Administration
Trust Formation
Guardianship Services
Tax Planning
Special Needs Trusts
Business Succession Planning
Highlights and features
- We offer 20+ years of combined experience in estate and elder law planning
- Our team implements customized asset protection strategies using trusts and business entities
- We provide comprehensive Medicaid eligibility planning with pre-crisis strategies
- Our attorneys maintain active involvement in estate tax planning and probate litigation
- We serve Northern Virginia and D.C. with localized knowledge of regional regulations
Services
Estate Planning
Our estate planning services help clients organize the transfer of assets while minimizing tax burdens and avoiding probate. We create customized wills, trusts, and advanced directives tailored to individual family dynamics and financial situations. Our attorneys ensure legal documents comply with current regulations while addressing future contingencies for incapacity or death.
Asset Protection
We implement legal strategies to safeguard client assets from creditors, lawsuits, and excessive taxation. Our approach combines domestic trusts, business entities, and insurance evaluations to create comprehensive protection plans. These strategies help professionals and business owners maintain control over their wealth while minimizing exposure to potential litigation risks.
Medicaid Planning
Our Medicaid eligibility services focus on preserving assets while qualifying for government assistance with long-term care costs. We develop pre-crisis planning strategies that include spend-down techniques, trust formations, and coordination with veterans benefits. Our team navigates complex state and federal regulations to protect client resources during nursing home transitions.
Elder Law
We provide specialized legal support for aging clients facing guardianship issues, nursing home placement, and end-of-life planning. Our elder law services address power of attorney arrangements, healthcare directives, and special needs trust creation. We work closely with families to ensure compliance with evolving regulations while maintaining client dignity and autonomy.
Probate Administration
Our probate services guide executors through the legal process of settling estates while minimizing delays and tax implications. We handle will validation, asset inventory, debt settlement, and distribution of inheritances. Our attorneys represent clients in contested probate matters and provide strategic advice to streamline the administration process for complex estates.
People
Luke Lenzi
Estate Planning Attorney
Attorney Luke Lenzi specializes in estate planning, probate, and elder law with a focus on asset protection strategies. He helps clients create customized legal solutions for wealth preservation and intergenerational transfers. His practice emphasizes clear communication and practical advice for Northern Virginia families.
Questions
What documents should every estate plan include?
A comprehensive estate plan typically includes a will, living trust, durable power of attorney, healthcare proxy, and HIPAA authorization to ensure complete coverage of financial and medical decisions.
How does Medicaid planning protect assets?
Our Medicaid planning strategies use legal tools like irrevocable trusts and annuities to reposition assets while maintaining eligibility for long-term care benefits, preserving family wealth during nursing home transitions.
Can I avoid probate with proper planning?
Yes, establishing revocable living trusts and properly titling assets can help your beneficiaries avoid the public, court-supervised probate process entirely, ensuring faster and private asset distribution.
What happens if I become incapacitated without planning?
Without advance directives, family members must petition the court for guardianship, which can be time-consuming and expensive. Our planning ensures trusted individuals can manage your affairs immediately.
How do special needs trusts work?
Special needs trusts allow beneficiaries with disabilities to receive inheritances or gifts without losing eligibility for government benefits like Medicaid and Supplemental Security Income.
