Elder Law and Estate Planning
Medicaid Planning
Medicaid rules can be confusing and the timing matters. We help clients understand how Medicaid eligibility works in New York, what information is needed and what options may be available based on your goals and your situation. Our role is to help you build a plan that fits your long-term care needs while keeping the process organized and clear.
Estate Planning
Estate planning is about putting your wishes in writing and making things easier for the people you care about. We work with you to create a plan that reflects your priorities, whether that includes a will, a trust, or a combination of tools. The goal is a plan you understand, documents that are properly prepared and a structure that can be updated as life changes.
Trust Planning
Trusts can be used for many different purposes, from managing assets to planning for future needs. We help you evaluate whether a trust makes sense for your situation and explain how different types of trusts work in plain language. If a trust is part of your plan, we guide you through setup and funding so it functions the way it is intended to.
Probate and Estate Administration
After a death in the family, legal and financial tasks can pile up quickly. We guide executors and families through probate and estate administration, including what to file, what deadlines to expect and how to handle common issues that arise. Our focus is on providing steady direction so you can move forward with clarity.
Powers of Attorney and Health Care Directives
These documents help ensure someone you trust can step in if you cannot manage financial or medical decisions. We prepare powers of attorney, health care proxies and living wills as part of a broader plan or as stand-alone documents when needed. We also take time to explain how these documents work and when they take effect.
Special Needs Planning
Planning for a loved one with disabilities often requires extra attention to benefits eligibility and long-term support. We help families explore planning options that can provide structure and continuity of care while considering government benefit programs. The goal is to create a plan that supports your loved one now and in the future.