Medicaid Planning
Serving Clients in New York & North Carolina
Your will and trust(s) need to include details that go into effect if you become disabled for any reason. Without a plan that covers incapacity, a court may appoint somebody to oversee your personal and financial needs.
Planning can allow you to choose who will help you, provide them with guidance, and impose limits or grant more than what a court might allow.
- A durable power of attorney names the person who can help you with your financial affairs or manage them for you.
- A healthcare proxy names the person who will help you with decisions about your medical care or make those decisions for you based on your instructions.
- A living will tells your family and your doctors what type of medical treatment you want during your final days of life.
Schedule your consultation on Medicaid planning in New York & North Carolina by calling 914-228-7448 or contacting us online today!
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Client Won CustodyAs many of you may know legendary singer/songwriter Aretha Franklin died in 2018 without leaving a will. Other wealthy celebrities such as Prince have done the same. This can lead to many types of unwanted consequences. As an example, the T&E department at PCS is currently ...
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Brothers Inheritance RestoredAfter much litigation including more than a dozen depositions, obtaining numerous medical records and various other relevant documents, expert medical testimony, and the beginnings of trial preparation, an estate dispute was settled on behalf of our client for $700,000. Our ...
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Porch Will Matter ResolvedIn another important, yet smaller financial matter, we recently settled a will contest where the decedent's will was signed and witnessed …. on his front doorstep. It was argued that the proper legal formalities were not followed in the execution of the will in this case and ...
Medicaid and Supplemental Trusts
Planning for long-term care should also include the planning of wills and trusts. A living trust is designed to manage the assets in the trust if you become disabled. A supplemental needs trust is designed to help a disabled, elderly, or handicapped person while not risking or reducing their eligibility and qualification to obtain private or public benefits, such as Medicaid. A supplemental needs trust also protects the assets in the trust from creditors’ claims.
Having a trust can affect your eligibility for Medicaid and other benefits. With Parisi, Coan & Saccocio, PLLC you can rest assured that your trust will work for you without affecting your eligibility for benefits in North Carolina or New York.
What Sets Us Apart?
Over 65 Years of Experience-
Personalized Guidance From Start to Finish
We are very selective about the cases we take on to provide you with the highest quality representation.
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Attorneys and Certified Public Accountants
Unique knowledge for accountings, tax laws, asset valuations and complex estates.
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Exceptional Estate and Trust Law Experience
Over 65-years collective experience in estate and trust planning, administration, litigation, and guardianship.
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Client Won CustodyDying Without A WillAs many of you may know legendary singer/songwriter Aretha Franklin died in 2018 without leaving a will. Other wealthy celebrities such as Prince have done the same. This can lead to many types of unwanted consequences. As an example, the T&E department at PCS is currently ...
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Son Must Repay Mother’s EstateEstate CaseA local man and his then-wife used undue influence on his elderly mother to clean out the woman’s bank accounts before she passed away, a Schenectady County Surrogate’s Court ruled this week. The verdict, in a case brought by the woman’s two other sons, means the man and his ...
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Brothers Inheritance RestoredEstate DisputeAfter much litigation including more than a dozen depositions, obtaining numerous medical records and various other relevant documents, expert medical testimony, and the beginnings of trial preparation, an estate dispute was settled on behalf of our client for $700,000. Our ...
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