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Elder Law and Estate Planning

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Elder Law, Estate Planning & Administration

Protecting Your Family, Your Assets and Your Future

Abrams Fensterman’s Elder Law, Estate Planning & Administration Department helps seniors, individuals, families and caregivers prepare for the future, protect assets and navigate the legal and financial challenges associated with aging, disability and long-term care.

Led from our Lake Success office by Partner Moriah Adamo, our attorneys provide compassionate, practical guidance tailored to each client’s circumstances. Whether you are creating an estate plan, applying for Medicaid, caring for a loved one with dementia, administering an estate or facing a guardianship proceeding, we help you make informed decisions with confidence.

 

Our Elder Law and Estate Planning Services

Estate Planning

A well-designed estate plan protects your assets, documents your wishes and provides clear direction for the people you trust. Our attorneys prepare personalized plans that may include wills, trusts, powers of attorney, healthcare proxies and advance directives.

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Wills and Trusts

Wills and trusts can help preserve assets, provide for loved ones, reduce uncertainty and establish how property will be managed or distributed. We advise clients on revocable trusts, irrevocable trusts, supplemental needs trusts and other planning options.

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Medicaid Planning, Applications and Appeals

Medicaid planning can help individuals and families prepare for the significant cost of long-term care while protecting assets and maintaining eligibility for benefits. Our attorneys assist with proactive planning, Medicaid applications, eligibility disputes, fair hearings and Article 78 proceedings.

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Asset Protection

Effective asset-protection planning can help preserve a family’s home, savings and other property when preparing for future healthcare or long-term-care needs. We develop strategies based on each client’s finances, family circumstances and anticipated care requirements.

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Trust and Estate Administration

Administering an estate or trust can involve court filings, asset collection, creditor claims, tax considerations, distributions and fiduciary responsibilities. We guide executors, administrators, trustees and beneficiaries through every stage of the process.

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Probate and Estate Proceedings

Probate is the legal process through which a will is validated and an executor is authorized to administer an estate. Our attorneys represent fiduciaries and beneficiaries in probate, administration and other Surrogate’s Court proceedings.

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Contested Estates and Estate Litigation

Disputes may arise over the validity of a will, fiduciary conduct, asset distributions, capacity or allegations of undue influence. Our team represents clients in contested estate and trust proceedings and works to protect their rights and interests.

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Guardianships

When an individual can no longer manage personal or financial affairs independently, a guardianship may become necessary. We represent petitioners, family members, alleged incapacitated persons and court-appointed fiduciaries in contested and uncontested guardianship proceedings.

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Special and Supplemental Needs Planning

Special and supplemental needs trusts can protect assets while preserving eligibility for important government benefits. Our attorneys help families plan for the long-term financial security, care and quality of life of loved ones with disabilities.

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Powers of Attorney and Healthcare Directives

Powers of attorney, healthcare proxies and advance directives allow trusted individuals to make financial or medical decisions when necessary. Preparing these documents before a crisis can give families greater clarity, control and peace of mind.

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Long-Term Care Planning and Insurance Appeals

Long-term care planning helps families prepare for home care, assisted living or nursing-home expenses. We also assist clients facing denials or disputes involving long-term care insurance benefits.

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Frequently Asked Questions

What does an elder law attorney do?

An elder law attorney helps older adults and their families address legal and financial issues involving long-term care, Medicaid eligibility, asset protection, guardianship, healthcare decision-making, estate planning and estate administration.

When should I begin estate planning?

Estate planning should begin once you have assets, dependents, healthcare preferences or individuals you want to authorize to make decisions on your behalf. Plans should also be reviewed following major life changes, including marriage, divorce, retirement, illness, the birth of a child or grandchild, or a significant financial change.

What documents should an estate plan include?

An estate plan may include a will, one or more trusts, a power of attorney, healthcare proxy, living will and beneficiary designations. The appropriate documents depend on your assets, family circumstances, tax considerations and long-term objectives.

What is Medicaid planning?

Medicaid planning involves legally organizing finances and assets to prepare for the cost of long-term care while meeting Medicaid’s eligibility requirements. Because eligibility rules are complex and timing can significantly affect available options, early planning is generally beneficial.

Can I protect my home if I need nursing-home care?

Depending on the circumstances, legal planning strategies may help protect a home and other assets while maintaining or preparing for Medicaid eligibility. The options available depend on ownership, transfers, family circumstances, timing and applicable Medicaid rules.

What is the difference between a revocable and irrevocable trust?

A revocable trust can generally be changed or revoked by its creator during their lifetime. An irrevocable trust usually involves giving up certain ownership or control rights and may be used for asset protection, tax planning or benefit-eligibility purposes.

When is a guardianship necessary?

A guardianship may be necessary when an individual cannot adequately manage personal or financial affairs and has not established sufficient advance directives. A court determines whether the individual is incapacitated and what authority, if any, should be granted to a guardian.

What happens if someone dies without a will in New York?

When someone dies without a valid will, New York’s intestacy laws determine who inherits the estate. The court appoints an administrator to collect assets, address valid obligations and distribute the remaining property according to those laws.

How can an attorney help with estate administration?

An estate administration attorney can help executors, administrators and trustees understand their responsibilities, complete court filings, identify and value assets, address creditor claims, resolve disputes and distribute property properly.

How can families plan after an Alzheimer’s or dementia diagnosis?

Planning may involve reviewing or preparing estate documents, establishing decision-making authority, evaluating asset-protection strategies, assessing Medicaid eligibility and preparing for future care. Available options may depend on the diagnosed individual’s legal capacity, making prompt legal guidance especially important.

The Strength of a Full-Service Law Firm

Planning for the future may involve more than a will, trust or Medicaid application. Families can encounter related issues involving healthcare, mental health, real estate, taxation, litigation and business ownership.

As a full-service New York law firm, Abrams Fensterman offers coordinated legal guidance across these disciplines. This collaborative approach enables our attorneys to address both immediate concerns and the broader legal issues affecting a client’s family, property and future.

Speak With Our Elder Law and Estate Planning Team

Whether you are planning ahead, caring for an aging loved one, preparing for long-term care, administering an estate or confronting an urgent legal issue, our attorneys are ready to help.

BEST PRACTICES. BEST RESULTS.

Elder Law and Estate Planning Resources

Explore timely information, educational programs and practical guidance from Abrams Fensterman’s Elder Law, Estate Planning & Administration attorneys.

EVENTS

Julia Santo to Present at HFMA Women in Leadership Power Breakfast

Join Julia L. Santo as she shares practical estate and financial planning strategies to help protect your family, your assets, and your legacy.

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CLIENT ALERTSSettlement for PPL CDPAP Personal Assistants

Important Settlement Update for PPL CDPAP Personal Assistants

Learn who qualifies for the $162 million PPL CDPAP class action settlement, what benefits may be available, and important deadlines for eligible NY personal assistants.

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Contact Us

Local Respect,
State-Wide Reach

For further information about our experience, please contact our law firm on Long Island at 516-328-2300, in Brooklyn at 718-215-5300, White Plains at 914-607-7010, Rochester at 585-218-9999 or Albany at 518-535-9477 to schedule an initial consultation.

Our Locations

  • Long Island

    3 Dakota Drive

    Suite 300

    Lake Success, NY 11042

    Tel: (516) 328-2300 Fax: (516) 328-6638

    *Fax number is not for medical/
    insurance provider use.

  • Brooklyn Metrotech

    1 MetroTech Center

    Suite 1701

    Brooklyn, NY 11201

    Tel: (718) 215-5300 Fax: (718) 215-5304

    *Fax number is not for medical/
    insurance provider use.

  • White Plains

    81 Main Street

    Suite 400

    White Plains, NY 10601

    Tel: (914) 607-7010 Fax: (914) 607-3595

    *Fax number is not for medical/
    insurance provider use.

  • Albany

    54 State Street

    Suite 803

    Albany, NY 12207

    Tel: (518) 535-9477 Fax: (518) 535-9476

    *Fax number is not for medical/
    insurance provider use.

  • Rochester

    2280 East Avenue

    First Floor

    Rochester, NY 14610

    Tel: (585) 218-9999 Fax: (585) 218-0562

    *Fax number is not for medical/
    insurance provider use.