Category: Special Needs Planning

Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.

One Major Pitfall of Special Needs Planning

By: Michael Gunning

Aug 28, 2020

Many families would likely benefit from some form of Special Needs Planning assistance. Public benefits can often be provided for those who are disabled and these often include healthcare, supplemental...

Special Needs Trusts: How Do They Work?

By: Matt Luedke

Mar 3, 2020

The main function of Special Needs Trusts are to ensure future aid for a dependent without triggering a disqualification from government aid programs. As is the case with many other...

What are Special Needs Trusts?

By: Matt Luedke

May 21, 2019

You can consider a trust as “formed” whenever a piece of property (finances, real estate, or other tangible items) becomes managed by another person for someone else’s benefit. An individual...

Life Insurance Assurance

By: Matt Luedke

Nov 4, 2018

Life insurance assurance is something almost everyone will need to consider at one time or another, in one form or another. This is because mortality is 100% on every actuarial...

Leroy Wade

03:07 14 May 22

We signed and received our paperwork from Jenny Hubbard, the paralegal at the Kennewick office. We were impressed by... Jenny's knowledge of exactly what needed to be done and how. She did a remarkable job of explaining everything, and also giving us written instructions so we could later complete what we needed to do. She was also able to correct minor errors and reprint pages immediately to make the documents perfect. Meeting with her in Kennewick was vastly better than having to drive all the way to Spokane to do this work.read more

amalia oser

04:07 30 Apr 22

Thank you Jenny, We really enjoyed our time with you. However trying to move around the cramped table with the three of... us with all those documents was not easy., and at time uncomfortable. But with your great attitude it made the situation bearable.read more

Linda Ek

00:22 23 Apr 22

Jenny was very knowledgeable and down-to-earth with all the legal jargon need to be explained at our meeting. Loved... her great sense of humor, friendliness, but still professional. Can tell she enjoys her job. SHE NEEDS A RAISE!!!!! Looking forward to working with her and the company.read more

Jack Kaplan

18:31 15 Apr 22

Moulton Law firm has been a great source of information and peace of mind for me over the past few years. I discovered... them through friends and my wife and I decided to use them to get our affairs in order. A few years later my wife passed, and the work they had done for us made dealing with everything so much easier. I highly recommend them.read more

Roger McVicker

15:59 14 Apr 22

This firm is without a doubt the best and most hardworking we have ever delt with in our 80+ years. My wife and I just... spent two hours with them in their Kennewick office reviewing our restated and updated trust which they originally produced for us in 1999. It is completely updated to make provision for changed laws and for changed we required. All this is provided annually for very modest expense if you take advantage of their Customer Care Program which allows for annual review or less often if you desire. The excellent attorney we use is Michael Gunning and his superb legal paralegal Jennifer Hubbard. They also generated two separate trusts for our children primarily to avoid taxes for them. We couldn’t be happier with their performance and services!read more

Steve Engstrom

16:03 05 Apr 22

Always been five star service ! ! Appreciate the personal touch and prompt response times.Recommend your firm to all... my friends and acquaintances.Steve Engstromread more

John Sheppard

14:46 05 Apr 22

Very professional and pleasant.

Scott Warner

00:00 27 Apr 21

Great service and keep me up to date on my account

Tracy Rowe

01:39 25 Mar 21

This review is a retraction to the 2 star review I posted 3 days ago. I did some research and discovered that my... in-laws had used their middle initials when they signed documents to purchase their house in 1977. When it was time to sign the forms to deed the house to the Trust in 1991, they signed the papers using their full middle name. Melissa was telling the truth about receiving the Real Property Deed to Trust. Mathew from Moulton Law stepped in to get to the bottom of the situation. He contacted my realtor and her title company to see what they needed for a clear title. I'm happy to say that with a phone call from Mathew to the County Assessors office, we are ready to put our house on the market with a clear title. Thank you Mathew for responding quickly to our needs. You deserve 5 plus stars.read more

Terry Rowe

22:53 21 Mar 21

My father-in-law paid Moulton Law in Spokane to prepare a Trust. In January my Father-in-law passed away. We had our... 1 hour meeting over the phone, not in person, on February 2nd with someone from the office to discuss the Trust. We were told that the house, my father-in-law owned, had been deeded to the Trust and that a realtor may need a piece of paper from them (don't recall what she called it) but we were clear when it came time to sell. Fast forward a month and a half, now it is time to put the house up for sale. Each week for the last 7 weeks we have commuted 6 hours round trip from out of state, cleaning and emptying out a 2900+ square foot house with double garage and shed. We have spent hours talking to and finally hiring a realtor just to find out we were LIED to. Our realtor notified us that the house had NOT been deeded to the Trust. We worked hard to get the T's crossed and the I's dotted and now we have been told it is going to cost us $1500 and we can't even get an appointment with the office for 3 weeks. I have a couple of problems with Moulton Law Offices. The first one being... Why didn't they follow up with a 2 minute phone call and ask my 80 year old father-in-law where the deed to the house was? Granted it was his responsibility to follow through with the plans of the Trust, but I know he paid a pretty penny to this office for this Trust and the fact that they didn't check up with him is questionable ( no follow through). My second problem... We were not told on February 2nd that the transfer had not been completed, we were told the deed was there. If we had known on February 2nd, we could have started our probate proceedings, and then maybe we would have come out with clear title around the same time we finished getting the house prepared to sell. Now our grief is going to be extended as we get to go through all of my father-in-laws personal information with a new law office.read more

Patrick Maher

20:17 05 Jan 21

Matt Luedke has helped our family with achieving a VA benefit and Medicaid benefit for our mother who is in assisted... living. Matt helped us navigate some or the tricky obstacles that were encountered while assuring the Federal Guidelines were met. The peace of mind and direction he provides makes his services well worth the time and money!!read more

00:51 23 Dec 20

Large easy access parking. Very professional staff.

Roland Craft

02:14 10 Dec 20

Matthew Luedke has been very helpful to our family in figuring out a complicated Trust. He is professional, kind,... patient, and has a good sense of humor. We're lucky to have him on our side!read more

Allyson Andrade

23:05 15 Jul 20

We had wonderful success having Matthew prepare our estate planning documents! We were offered a free consultation via... phone where we discussed the documents we would need, after which we agreed to move forward with the process. Matthew sent us a draft via email and we responded with all changes we thought were necessary, then a few days later we met at the Moulton office to sign all documents and they were explained to us in depth. The entire process was quick, easy, and offered at a very fair price. We will definitely be recommending Moulton Law Offices to our friends.read more

Lori Hasenyager

15:00 03 Apr 20

Mathew helped our family set up a Living Trust. He made a complicated process into a very understandable process for us... . He was very knowledgeable, compassionate and timely. He also provides us with ongoing help as needed with any questions we have had. I would highly recommend him.read more

tom shinskie

03:50 12 Feb 20

These folks were very helpful in a couple of matters

Stacia and Scott Phillips

19:13 01 Jan 20

Losing a loved one is so hard and having to go through the legal and financial issues makes it worse. We were so... grateful to have the expertise of the Moulton Law Offices, not only having the trust set up, but during the process. They provided a checklist that covered everything, especially the items you don't think about as your thoughts are consumed. They have been so helpful with everything and make themselves available for my mother and myself to answer any questions that arise.read more

Jerry Traynham

22:20 10 Dec 19

Dealt with Matt Luedke re. medicaid. It was a complicated process as I went to 2 other law offices and settled with... Moulton and Matt. He made it so easy and uncomplicated that I was able to navigate it with his help. I would highly recommend this office and Matt Luedke for any medicare medicaid issues.read more

Denise Lucero

01:39 30 Oct 19

One of the greatest gifts my parents gave me was to set up a Living Trust, Will, and advanced directives with Moulton... Law Group. During the course of my nine years working with Moulton (from the time of my mother’s passing to the death of my dad) Mr. Matthew Luedke, Attorney At Law was always there to answer my questions, make sure I met deadlines, and help me make informed decisions. His staff was also there for me with my last minute clerical requests. I definitely recommend Mr. Luedke. He made going through a difficult situation easier.Denise Luceroread more

Jeanette Lawson

20:04 15 Jul 19

We have received exceptional help from Olivia on our updated Trust. She is very knowledgeable, excellent overall... experience. Thank you! - Jeanette Lawson / Tom Youngread more

Mike Bennett

15:56 03 Jul 19

Great law office. Super helpful. Set up a living trust for my partner and myself. I feel very secure about my personal... holdings being taken care of.read more

A Google User

17:09 17 Jun 19

I was not looking forward to the task of setting up our family trust. Working with the staff at Moulton Law definitely... changed that into a pleasant & educational experience. My husband & I feel confident in their professional abilities and that they really do care about their clients.read more

Maxine Pickel

Monica MacNaughton

23:07 27 Mar 19

Over the past several years, our family has had a great experience working with Matthew Luedke at Moulton Law Offices.... He has assisted us with a family trust and the many details involved with this trust. Matthew is always patient answering our many questions. We would highly recommend his legal services.read more

Jolene Schmidt

20:37 20 Feb 19

I'm very happy with the services provided by Moulton Law. Our family needed help resolving some issues with our Living... Trust and these guys really saved the day. We highly recommend this company and will be back if we have other concerns later on. Thank you for all your help!read more

Dick Johnson

18:09 17 Feb 19

Fantastic experience at Moulton Law Offices! I had a great time working with both Mr. Luedke and Mr. Gunning - both... were very knowledgeable and took their time to explain our Living Trust in detail. Highly recommend to anyone who is considering setting up their own trust!read more