Stephen's focus is special needs planning, guardianships and conservatorships, estate planning and administration and fiduciary litigation.
Additionally, Stephen's practice also focuses on investment and employment related matters in wealth management (including brokerage firms and registered investment advisors). Many of these disputes proceed in FINRA arbitration
Stephen has guided hundreds of families through the guardianship and conservatorship process, advised families on asset management for their special needs child, and prepared special needs trusts to protect assets and to ensure adults with disabilities retained their Social Security and Medicaid eligibility. He has served as a guardian, conservator, and trustee for members of the community, and have represented individuals in contested guardianship and conservatorship matters.
Stephen has extensive experience advising individuals and families with their estate planning, which includes the preparation of Powers of Attorney, Living Wills, Medical Directives, and Wills and Trusts. Additionally, he assists families with estate administration after the death of a loved one.
|DC||Administratively Suspended - Non-Payment of Dues||2010||03/12/2021|
|VA||Authorized to Practice Law||2007||06/26/2021|
|Attorney||arPark Attorneys||2016 - Present|
|Associate||Thompson Wildhack, PLC||2012 - 2016|
|Associate||Fiore & Levine, PLLC||2008 - 2012|
|Judicial Law Clerk||Arlington County Circuit Court||2007 - 2008|
|Association name||Position name||Duration|
|Special Olympics (Hanover/Henrico County)||Volunteer Coordinator||2016 - Present|
|Commonwealth Community Trust||Board Member||2016 - Present|
|National Academy of Elder Law Attorneys||Member||2012 - Present|
|Virginia Academy of Elder Law Attorneys||Board Member||2012 - Present|
|District of Columbia Bar||N/A||2010 - Present|
|Virginia State Bar||N/A||2007 - Present|
|Special Olympics (Northern Virginia)||Coach (Basketball, Softball, Bowling)||2008 - 2016|
|Big Brothers Big Sisters||Big Brother||1999 - 2004|
|Protecting Assets While Qualifying for Medicaid||Using Special Needs Trusts||2017|
|Catholic University of America||JD - Juris Doctor||2007|
|Wake Forest University||BA - Bachelor of Arts||2002|
|Transition Workshop||Special Needs Planning and Guardianship||2017|
|Special Needs Planning Workshop||Special Needs Planning and Guardianship||2017|
|Protecting Assets While Qualifying for Medicaid||Special Needs Trusts||2017|
|ARC Special Needs Planning Seminar||Guardianship and Its Alternatives||2017|
|Legal Brief Radio||Estate & Special Needs Planning||2016|
|In Re: Estate of Charles Castleman Cole||Will admitted to probate over objection of decedent's sibling.|
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