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Category Archives: Elder Law

Do You Qualify for Medicaid In New York?

Jul 22, 2018
When a client asks me if they can qualify for Medicaid in New York, I ask about their assets, income, living situation, and health. Some clients they may be able to qualify rather easily. Others may n ...
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Should I Deed My Home to My Children?

Mar 30, 2016
I often receive phone calls from potential clients asking whether, as an estate planning and elder attorney, I recommend that they add their children as co-owners to the deed of their house, co-op, or ...
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Do You Need A New Power of Attorney?

Jul 06, 2015
As we had discussed in a prior article, a statutory short form durable power of attorney (“POA”) is an important document which every New Yorker should consider. To recap, a POA allows any agents you ...
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Spending Down Assets to Qualify for Medicaid...

Jan 27, 2015
Medicaid nursing home care is a means-based program, which means that the government looks at your income and assets to determine eligibility. Since you can’t gift away your assets and qualify for nur ...
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Medicaid Planning with a Life Estate Deed

Mar 13, 2014
As we discussed in the previous article, in order to avoid Medicaid liens and estate recovery, elder law clients would be well advised to learn about their rights to protect their homes. This is true ...
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Medicaid Planning for the Home: Irrevocable ...

Feb 06, 2014
When it comes to long term care for seniors, our office recommends long term care insurance as the first choice. If that is not an option, planning for Medicaid becomes an important component of many ...
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Pooled Trusts: Medicaid Home Care While Pres...

Jul 30, 2013
Many New York City residents who are in need of community Medicaid services such as home care, adult day care, or prescription drugs find that they exceed New York Medicaid’s income allowance, of $800 ...
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Planning for Incapacity With a Living Trust

Jul 03, 2013
As we covered in the first part of this series, the likelihood of becoming incapable of taking care of one’s financial affairs at some point in life is fairly high. Having already discussed incapacity ...
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The Difference Between a Will and a Living W...

Mar 22, 2013
In my estate planning practice, as well as during the seminars that I give, I regularly speak to clients who are unsure of the distinction between a Will, also known as a last will and testament, and ...
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Protecting Your Home and Assets From Medicai...

Dec 21, 2012
I often see clients who are Medicaid recipients and are concerned that Medicaid may try to take their home or other property after their death. It is also a real concern to many elderly clients who ar ...
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The NY Power of Attorney

Nov 15, 2012
Planning For Incapacity Part 1: The New York Power of Attorney  While no one wants to think about it, becoming incapacitated during your lifetime is not an unlikely event. According to the National As ...
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Do You Need A Living Trust?

May 22, 2012
Living trusts are a much talked about topic in the field of estate planning, and for good reason. You may have heard financial planners or attorneys mention these trusts as a “must have” item in your ...
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