Courtney is a paralegal with Monk Law Firm where she works primarily with attorneys Robert Lack and Erik Schartner in the areas of estate planning, tax planning, business law and commercial real estate.

Courtney is originally from Overland Park, Kansas and went to college at Indiana State University. She recently moved to Charlotte and she has her degree in Legal Studies with a minor in Criminal Justice, Corrections and Law and Administration. In her free time she likes to spend time with her dog, Koda, and watching the Kansas City Chiefs play.

Medicaid Planning When to Start Medicaid Planning
Medicaid planning should start before a crisis. The right time is often when you first notice declining health, begin helping a loved one with daily needs, or expect long-term care in the future. Early planning gives you more options to protect assets, prepare for care costs, and avoid rushed decisions.
When to Start Medicaid Planning  View Full Article
Estate Administration Probate vs. Estate Administration: Which Process Applies?
When someone passes away, their property, debts, and final affairs must be legally settled. If a will is in place, the process is referred to as probate.  When someone passes away without a will or intestate, the process is known as estate administration. This is a crucial distinction that can significantly impact...
Probate vs. Estate Administration: Which Process Applies?  View Full Article
Medicaid Planning Medicaid Planning Essentials in North & South Carolina
Planning for long-term care is something many families put off until it may be too late. The truth is, nursing home and assisted living costs can quickly drain savings if you’re not prepared. Medicaid can help cover these expenses, but qualifying isn’t as simple as filling out a form. Both North and...
Medicaid Planning Essentials in North & South Carolina  View Full Article