Michael Monteforte Jr., Esq.'s Linkedin Analytics

🔹 My Goal is simple: Helping Clients Achieve Peace of Mind Through Comprehensive Estate Planning and Elder Law Services 🔹 About Me: My journey in estate planning and elder law started over 20 years ago when my grandfather got sick. He was showing signs of dementia, and my family was looking at me, asking me what to do. My answer at that time was "I don't know." I followed that with "But I'll find out." From there, I dove in head first and learned everything I could. Witnessing my grandparents' struggle with the looming costs of long-term care ignited my passion for this field. Determined to make a difference, I dove in, ultimately finding my life's work in helping individuals and families protect their assets and plan for the future. 🔹 Expertise and Experience: With over 22 years of experience, I specialize in providing comprehensive estate planning and elder law services aimed at preserving wealth, minimizing estate taxes, planning for long-term care, and facilitating the transfer of assets to future generations. Through a client-centered approach, I take pride in simplifying complex legal concepts and empowering clients to make informed decisions. 🔹 Accomplishments: I've had the privilege of assisting hundreds clients in safeguarding tens of millions of dollars in assets and saving millions in estate taxes. Additionally, my efforts have resulted in securing millions of dollars in long-term care benefits every year for my clients, ensuring their financial security and peace of mind. 🔹 Author and Speaker: As a three-time published author, I've written extensively on estate planning, long-term care benefits, and planning for business owners. I also share my expertise as a frequent public speaker at seminars and events, aiming to educate and empower individuals on crucial estate planning topics. 🔹 Leadership Role: As the CEO and strategic planner at Monteforte Law, P.C., I oversee the firm's overall direction and coordination with our management team. I'm dedicated to providing top-notch training and mentorship to our attorneys, ensuring they deliver exceptional service to our clients. Moreover, I handle complex cases and meet personally with high-net-worth clients in our Strategic Planning Sessions, guiding them through crucial wealth preservation and estate planning strategies. 🔹 Mission Statement: At Monteforte Law, P.C., we're not about transactions; we're about building lasting relationships and providing peace of mind. Our commitment to excellence and client-centric approach makes us Your Estate Planner for Life ®.