Areas of Practice

Elder Law ​
  • Preserving your Home
  • Asset Preservation 
  • Medicaid Compliant Annuities
  • Promissory Notes
  • Trusts, such as Medicaid Compliant Trusts, etc.
  • Life Estates
  • Deeds
Estate Planning 
  • Last Wills & Testaments
  • Trusts, such as Irrevocable Trusts, Revocable Living Trusts, Irrevocable Life Insurance Trusts, etc.
  • Health Care Proxies/Medical Powers of Attorney
  • Powers of Attorney
  • Physician's Orders for Life-Sustaining Treatment (POLST)​​​​​​​
  • Appearances before the Surrogate's Court
  • Obtaining Employer Identification Numbers (EINs)
  • Assisting with Marshalling Accounts
  • Preparing Documents for Heirs, Inclusive of Individuals and Charities
  • Handling Filings with the Surrogate's Court and Attorney General
  • File Medicaid Applications and handle them from beginning to end, inclusive of document gathering and detailed analysis
  • Annual Renewal Applications
  • Qualified Income Trusts (QITs) f.k.a. Miller Trusts
  • Promissory Notes/Medicaid Qualified Annuities
  • Rule of Halves