Elder Law & Special Needs Planning

• Long-Term Care Planning
  • Consulting with clients and their families to develop an appropriate long-term care plan
  • Creating trusts to preserve assets
• Medicaid Planning
  • Preparing Medicaid applications
  • Assisting with annuity planning
  • Creating Medicaid Trusts and supplemental needs trusts
• Guardianships
  • Assisting families with guardianships appointment for the elderly and developmentally disabled

Providing ongoing support and advice to Guardians and families

• Represented individual recently diagnosed with mild cognitive impairment who, along with her family, was concerned about spending all of her assets on her care. We created a wealth preservation strategy aligned with her wishes to move a portion of her assets into a trust for her children and grandchildren while still providing ample monies for her long-term care.
• Represented family with a special-needs child, who wanted ensure protection of their child’s inheritance while still allowing him to receive government benefits. We created an estate plan that allowed their son’s inheritance to be held in a special needs trust.
• Advised NJ client who travels frequently NY to help care for her mother on which state provides the best long-term care support.
• Represented family seeking legal guardianship for their mentally incapacitated mother enabling them to make health and financial decisions in her best interest on her behalf.