Estate, Tax and Medicaid Planning
We begin with an estate, tax and long-term health care planning evaluation. This evaluation results in a comprehensive step-by-step plan which best meets the financial and health care needs of our clients, Medicaid and Medicare advocacy is provided where appropriate. We value highly our strong relationship with our clients. Compassionate assistance in Nursing Home admission, Home Care, Medicare Coverage and Medical Insurance Claims.
Legal Instruments
A client’s comprehensive plan may require the execution of a Last Will and Testament, a Living Trust, Advanced Directives (consisting of a Durable Power of Attorney, Health Care Proxy and Living Will). Our firm prepares customized instruments incorporating the latest advances in the law.
Planning for People with Disabilities
Our firm assists clients with disabilities and their family members in planning for long-term needs, including: Supplemental Needs Trust, government programs (Medicaid; SSI; SSDI) and advice for trustees of trusts for the benefit of the disabled.
Guardianship Services
Occasionally, individuals who have not engaged in advanced planning may requiring a guardian due to an inability to manage their personal or financial affairs. We represent both Incapacitated Persons and Petitioners seeing to have a guardian appointed to ensure that the emotional, medical, legal and financial needs of the incapacitated Person are met.
Giving Back to Our Community
Ours is socially conscious firm. Each year we provide hundreds of hours of free services to deserving clients. We strive to meet the needs of those with limited resources, as we all need to plan for the future.
We are proud of our firm’s history- of providing outstanding legal services with an empathetic and conscientious approach to the concerns of families and their loved ones.
OFFICES LOCATED AT:
Main Office:
Cortlandt Manor Office
26 Pumphouse Road
Cortlandt Manor, NY 10567
Phone: (914) 930-8400
Fax: (888) 549-2018
Additional Locations:
Katonah Office
135 Katonah Avenue
Katonah, NY 10536
Mount Kisco Office
359 E. Main Street
Mt. Kisco, NY 10549
Mount Vernon Office
96 Parkway West
Mount Vernon, NY 10552
Manhattan Office
245 E. 93rd Street
New York, NY 10128
Bronx Office
5911 Riverdale Avenue
Bronx, NY 10471
Long Island Office
1073 Little Whaleneck Road
Merrick, NY 11566
