About

Daphne Moritz is a devoted lawyer working towards in all regions of estate planning and management, with a focal point on asset protection planning, elder care, and special desires families. She is committed to helping customers shield their belongings, cope with healthcare needs, and decrease taxes. Daphne Moritz joined Sheehey Furlong and Behm in 2016, in which she practices in all areas of property making plans and administration. Her essential awareness is on asset protection planning, addressing elders’ concerns, and supporting households with contributors who have special desires. She also works with marketers to shape their organizations, and with small commercial enterprise proprietors and farmers of their succession making plans efforts. Daphne is dedicated to assisting clients shield their assets, cope with healthcare needs, keep independence, and decrease taxes. Her project is to make sure that everybody can achieve an property plan tailored to their precise wishes, considering each financial wealth and intangible wealth. Daphne Moritz is certified to exercise in Vermont and New Hampshire kingdom and federal courts. She is a current member and past president of the Vermont Chapter of the National Academy of Elder Law Lawyers (NAELA). Daphne has also served as the Executive Editor of NAELA News and authored the chapter on “Ethical Considerations in Handling an Estate Plan and Engagement” in A Practical Guide to Estate Planning in Vermont. She currently serves because the meantime president of the New Hampshire/Vermont Council of Charitable Gift Planners and has been involved in various community corporations, which include the Thompson Senior Center board in Woodstock, Vermont, and the Hanover Area Chamber of Commerce in New Hampshire. Throughout the yr, Daphne Moritz takes on speaking engagements and teaches Continuing Legal Education (CLE) guides to lawyers and the public on a lot of subjects, inclusive of legal ethics for property planners, farm succession making plans, IRAs, and property and Medicaid making plans.

Legal Issues

Elder Law

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

• Business and Farm Succession Planning
• Guardianship

Certificates

No Certifications

Languages

• Hebrew: Spoken

Accepted Jurisdictions

Experience

Education

Associations

Costs

Location