Elder Law & Long-Term Care Planning in Queens, Nassau & Suffolk

We help families plan and pay for care without losing what they’ve built—using tools like Medicaid asset protection trusts, pooled income trusts, caregiver agreements, and strong incapacity documents (POA/Health Care Proxy). 


  • A smiling couple shaking hands with a businesswoman, likely closing a deal, indoors.

     

What Does “Elder Law” Cover? 

 Short answer: The legal side of aging and care. We align your health, finances, and housing with the rules that govern Medicaid, guardianship, and asset protection. 

  • Coordinating home care or nursing home benefits 
  • Medicaid eligibility planning and applications 
  • Protecting the family home and savings where possible 
  • Caregiver agreements and paid family caregiving 
  • Article 81 guardianship when decision-making help is needed 
  • POA/Health Care Proxy/Living Will for crisis-proof decision making 


Medicaid Eligibility in New York — How It Works 

Short answer: Eligibility depends on income, resources, and timing. New York also uses lookback rules that review certain transfers made before applying. 


A black check mark inside a black circle, indicating a selection or approval.

Resources & income:

 We explain what counts, what’s exempt, and how spend-downs work. 


Checkmark inside a circle.

Lookback & transfers:

We map out risks and strategies to help you avoid avoidable penalties. 


A black checkmark inside a black circle.

Home vs. nursing home care:

Options differ; we match the rules to your goals. 


Note: Rules and figures change. We focus on strategy and timing and confirm current thresholds as part of your plan. 


Asset - Protection Tools We May Recommend 


  • Medicaid Asset Protection Trust (MAPT): Can help shield the home and savings when set up early. 
  • Pooled Income Trust: Lets a person on Medicaid home care keep income for living expenses. 
  • Caregiver Agreements: Compensate family caregivers transparently and compliantly. 
  • Life Estates & Deeds: Sometimes a fit—often compared to trusts for flexibility and control. 
  • A smiling man in a suit calculates on a calculator at his desk, looking at a model of a building and a notepad.

     

Planning for Incapacity Before a Crisis 

  • Durable Power of Attorney: Enables trusted agents to handle finances. 
  • Health Care Proxy & Living Will: Ensure medical preferences are followed. 
  • HIPAA Release: So the family can get information when needed. 

 

Guardianship (Article 81) — When Is It Needed? 

If someone can’t make safe decisions and no valid POA/Proxy exists, a court-appointed guardian may be necessary. We explain alternatives and help families through the process when guardianship is the only option. 

Our Step - by - Step Process 

  1. Case review: Your health, assets, income, and timing. 
  2. Plan: Choose strategies (trusts, pooled income trust, caregiver agreement). 
  3. Implement: Draft documents, fund trusts, and coordinate benefits. 
  4. Follow-through: We stay available for changes and renewals. 


Next steps: Schedule a consultation. 

You might also like: Estate Planning, Trusts, Probate.