Bronx Estate Planning Attorney

Our Services

We routinely work with clients on issues like these:

Wills and Trusts

Wills allow you to name beneficiaries for your property. Without a will in place, New York intestacy laws will determine how your assets are distributed. Those laws are rigid, often failing to account for all the unique relationships that make up our lives, and they certainly don’t include any organizations that might be important to us.

Trusts provide a flexible way to manage, protect, and distribute your assets. They can help you avoid probate and achieve other important goals. Many families benefit from revocable living trusts, which allow for continued management during your lifetime while enabling a seamless transfer to beneficiaries.

Medicaid Planning

Managing the costs of long-term care can be a challenge, especially in areas like the Bronx, where many families live on fixed incomes. Medicaid planning helps you qualify for government programs to cover the expenses of nursing homes or home care without depleting your savings.

Our team focuses on creating strategies to secure care while preserving assets for your family. This may include establishing a Medicaid Asset Protection Trust or restructuring finances to protect eligibility. What’s more, we assist families with loved ones who have disabilities by setting up special needs trusts. These trusts protect access to essential government benefits while providing additional financial support for their unique care needs.

Healthcare Directives

Healthcare decisions can be deeply personal, and it’s important to make your voice heard even in situations where you may be unable to communicate. Healthcare directives are the way to do that.

A Health Care Proxy is a trusted individual you authorize to make medical decisions on your behalf if you are unable to do so. A living will outlines your preferences regarding medical treatments, such as life support or resuscitation, providing clarity for loved ones during difficult situations.