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Legal Support and Solutions for New York Seniors

Many New York seniors and their families deal with complex legal issues related to estate planning, long-term care, and Medicaid.

The experienced NY elder law attorneys at the Katz Law Firm offer seniors the support needed to swim in these tricky waters.

Whether you’re just starting to think about your future or already facing legal challenges related to aging, our elder law firm will protect your rights and help you get to where you need to be.

Understanding Elder Law in New York

Elder law is a specialized legal practice that focuses on the needs of older adults and their families. It encompasses a wide range of issues, including wills and trusts, long-term care planning, Medicaid and Medicare, guardianship and conservatorship, and elder abuse and neglect.

In New York, elder law is particularly complex due to the state’s unique rules and regulations. For example, New York has specific rules governing Medicaid eligibility, spousal impoverishment protections, and trusts in long-term care planning. Additionally, New York has strict laws in place to protect seniors from abuse and exploitation, including the ability to pursue criminal charges against those who harm or take advantage of elderly individuals.

Working with an attorney with extensive knowledge and experience in New York elder law is usually necessary to effectively take on these complex legal issues.

The Katz Law Firm knows your rights and options, develops personalized strategies to meet your needs, and advocates so that the people you designate to represent your interests carry out your wishes.

Estate Planning for Seniors

Elder law mainly revolves around estate planning. A comprehensive estate plan protects you as you age and your loved ones after you’re gone.

Most estate plans for seniors include:

Wills

This legal document specifies how you want the courts to distribute your assets after death. It can also name guardians for minor children and make other important probate decisions.

Trusts

A trust is a legal arrangement in which you empower a trustee to hold, manage, and distribute your estate assets to one or more beneficiaries. You use trusts for several purposes, including minimizing taxes, protecting assets from creditors, and providing for loved ones with special needs.

Powers of Attorney

This estate planning tool appoints someone to make financial and legal decisions on your behalf if you become incapacitated.

Advance Directives

Otherwise known as a living will and healthcare proxy, you specify your wishes for medical treatment and end-of-life care in these documents when you cannot make decisions for yourself.

The experienced NY estate planning attorneys at the Katz Law Firm will draft a specialized plan that meets your unique needs and goals.

Your legal counsel will also resolve complex elder law issues such as estate taxes, probate, and asset protection, guaranteeing that you secure your legacy and take care of your loved ones.

Long-Term Care Planning

The likelihood of needing long-term care increases as we age. This care is usually expensive and can quickly deplete your life savings without proper planning.

We will explore your options and develop a strategy that pays for your elder care needs, which may include:

In-Home Care

In-home care allows seniors to receive assistance with daily activities such as bathing, dressing, and meal preparation while remaining in their homes.

Assisted Living Facilities

This benefit provides a combination of housing, personal care services, and healthcare for seniors who need help with daily activities but do not require the level of care provided in a nursing home.

Nursing Homes

A 24-hour skilled nursing care facility for seniors with more complex medical needs.

Long-term Care Insurance

These policies cover the costs of in-home care, assisted living, and nursing home care.

Medicaid Planning

Medicaid is a government program that can help provide long-term care for seniors with specific income and asset requirements. An elder law attorney can help you work through the complex Medicaid eligibility rules and develop a plan to protect your assets while accessing the care you need.

Asset Protection

Asset protection strategies (irrevocable trusts or transferring ownership of business assets) can help shield your wealth from the high costs of long-term care and ensure that you preserve your legacy for future generations.

Medicaid and Medicare

Medicaid and Medicare are two government programs covering healthcare costs and seniors’ long-term care. However, understanding these programs and their rules can be confusing, as they involve numerous eligibility requirements, coverage limitations, and application procedures.

An NY elder law attorney knows the differences between Medicaid and Medicare, determines your eligibility for New York Medicaid, and guides you through the application process.

The Katz Law Firm also assists with issues such as Medicaid spend-down, spousal impoverishment protections, and using trusts to protect assets while accessing benefits.

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Guardianship and Conservatorship

Sometimes, a senior may be unable to make decisions due to illness, injury, or cognitive decline.

When this happens, guardianship or conservatorship may be necessary to meet the elder’s needs and interests.

The court appoints guardians or conservators to make decisions for the incapacitated senior, such as managing the individual’s finances, making healthcare decisions, and arranging personal care.

Our NY elder law attorneys can help you initiate guardianship or conservatorship proceedings in New York or assist you in fulfilling your legal responsibilities as a guardian or conservator.

Elder Abuse and Neglect

Sadly, elder abuse and neglect are all too common in our society. It can take many forms, including physical, emotional, financial, and sexual abuse, as well as neglect and abandonment.

If you suspect someone is abusing or neglecting a senior, you must take action quickly to protect the person’s safety and well-being.

Our elder abuse lawyers can guide you through the process of reporting the abuse and seeking legal remedies.

The Katz Law Firm also assists with restraining orders, guardianship, and civil lawsuits to hold abusers accountable and secure victim compensation.

How Our NY Elder Law Attorneys Help

An experienced NY elder law advocate provides invaluable guidance and support as you take on the legal challenges of aging.

Your legal counsel can:

  • Provide personalized legal guidance and representation tailored to your family’s needs and goals.
  • Help you with complex legal issues and paperwork, ensuring that the courts recognize your wishes and that government agencies respect your rights.
  • Advocate for your interests in court and in negotiations with other parties.
  • Offer compassionate support and understanding during difficult times, helping you feel empowered and in control of your future.

Protect Your Future with a Trusted NY Elder Law Attorney

The Katz Law Firm understands the unique needs of seniors in New York.

Our elder law attorneys have years of experience helping clients like you plan for the future and overcome legal obstacles.

We’re here to give you personalized planning services and fight for your elder rights.

Contact us today to schedule a consultation with one of our experienced NY elder law attorneys. Together, we can create a life plan that gives you security and protects your legacy for future generations.

Adam Katz has been nothing but great from the moment I contacted him. He keeps me updated and informed of the details regarding my case. He is extremely knowledgeable, resourceful, and compassionate. Attorney Katz and his staff are working diligently on my behalf. I highly recommend this firm!

Rickey L.

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Who We Help

TAX & ESTATE PLANNING THAT GROWS WITH YOU

As Your Life Changes, So Should Your Estate Plan. Our Flexible Solutions Adapt To Your Unique Needs, Providing Ongoing Peace Of Mind.

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Our Process

FROM COMPLEXITY
TO CLARITY - YOUR ESTATE AND TAX PLANNING JOURNEY STARTS HERE

Crafting a lasting legacy that reflects your values and aspirations starts with a purpose-driven plan.

1
BOOK A CALL

Start your journey with a personal consultation to discuss your estate planning needs and questions.

2
OUTLINE YOUR GOALS

Define your legacy with clear goals for asset distribution, family protection, and wealth preservation.

3
CREATE YOUR PLAN

Craft a tailored estate plan that aligns with your objectives and provides legal protection for your assets.

4
PERFECT PEACE OF MIND

Finalize a secure, comprehensive plan for future certainty and peace of mind for you and your loved ones.

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FAQ

FREQUENTLY ASKED QUESTIONS

new york tax and estate planning lawyers
01
What is elder law, and why is it important?

Elder law is a legal practice area focused on the unique needs and challenges faced by older adults and their families. It encompasses estate planning, long-term care planning, guardianship issues, Medicaid planning, and protection against elder abuse and exploitation.

Elder law is crucial because it addresses the complex legal matters that often arise with aging, diminished capacity, and the need for specialized care or living arrangements, ensuring the rights and interests of older adults are safeguarded.

02
How can an elder law attorney help with estate planning?

An elder law attorney can assist with creating or updating essential estate planning documents like wills, trusts, powers of attorney, and advance directives. They can advise on strategies to minimize estate taxes, protect assets from creditors or long-term care costs, and ensure your wishes for asset distribution and end-of-life care are honored.

03
What is the role of an elder law attorney in long-term care planning?

For long-term care planning, an elder law attorney can guide you through evaluating your needs, understanding available options like assisted living or nursing homes, and making informed decisions about how to pay for these services.

They can help navigate programs like Medicaid, advise on asset protection strategies to qualify while preserving your savings, and ensure your long-term care wishes are properly documented.

04
How can an elder law attorney help if a loved one is experiencing elder abuse or neglect?

If you suspect elder abuse or neglect, an elder law attorney can explain the legal definitions, assess the situation, and take appropriate legal action. This may include reporting the abuse, seeking protective orders or restraining orders, pursuing civil or criminal charges against perpetrators, arranging for alternative care or living arrangements, and ensuring proper safeguards are in place to prevent further mistreatment.

Meet Our Dedicated Estate Planning Attorney

MEET ATTORNEY Adam Katz, YOUR LOCAL Cedarhurst, Ny ESTATE & TAX LAWYER

Our lead estate planning attorney, Adam Katz, is passionate about helping families and individuals navigate the complex world of estate planning with compassion and a personal touch.

With more than 17 years of experience in estate planning and probate law, Adam Katz has helped countless clients achieve peace of mind by crafting comprehensive plans tailored to their unique needs and goals. He takes the time to listen to your concerns, explain your options in plain language, and guide you through every step of the process.

Adam Katz believes that estate planning should be an empowering experience, not a daunting one. He is committed to building long- lasting relationships with clients, ensuring that your plan evolves as your life changes. Whether you’re just starting your estate planning journey or need to update an existing plan, Adam Katz is here to provide the knowledgeable guidance and support you deserve.

At Katz Law Firm, we understand that estate planning is not just about drafting documents; it’s about building relationships and creating a lasting impact.

Serving
New York City and:

CRAFTING YOUR
LEGACY, ONE DOCUMENT AT A TIME!