Why Small Transfers Can Create Big Medicaid Problems
Transferring assets can have severe consequences for Medicaid eligibility in New York, especially when applicants are planning for nursing home care. Below is a comprehensive, expert-level guide about uncompensated transfers, providing practical options, tips for trust management, and current updates on home care Medicaid look-back requirements.
What Is an...
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Who Will Take Care of My Special Needs Child When I Am Gone?
As parents, one of our greatest fears is what will happen to our children when we are no longer here to care for them. For parents of children with special needs, this concern often runs even deeper. You want to know that your child will continue to receive the love, support, and...
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Relying on AI for Drafting Your Estate Documents?
You don’t want just simple Documents which look “good” – You want a Plan!
Using AI for estate planning might sound easy, but shortcuts can cost your family big. AI is only as good as the info it gets—miss one detail and your plan falls apart. Want someone to...
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Podcast Feature: Katya Sverdlov on Divorce Dialogues
We’re pleased to share that Katya Sverdlov, Esq., recently joined Katherine Miller on the Divorce Dialogues podcast for an in-depth discussion on some of the most pressing issues people face during and after divorce. The conversation touched on:
Medicaid planning is essential for individuals with total...
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Do You Need Wills in Two Countries? How to Handle Cross-Border Estate Planning
Do you own assets or have residences in multiple countries? If so, you may wonder whether you need wills in each country. An experienced estate planning lawyer can walk you through the complexities of handling cross-border estate planning.
Understanding Cross-Border Estate Planning
Cross-border estate planning...
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Why Your Estate Planning Attorney Needs to Know About Mental Health Challenges in Your Family
When you sit down for an estate planning consultation, you’re making one of the most important arrangements for your family’s future. You might feel concerned—or even embarrassed—about discussing sensitive issues such as mental health challenges, addiction, or other personal struggles affecting you, your children, or your extended relatives. But here’s why complete...
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Can You Still Qualify for Medicaid If Your Income Is Too High?
For many seniors in New York, Medicaid is the only way to afford long-term care at home or in a nursing facility. But if your income seems too high, you might worry that you don’t qualify. The good news is that there are legal tools and planning strategies that can help you...
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Mental Illness or Misbehavior? Why the Distinction Matters for Parents
Compassionate Legal Planning for a Child’s Future
How to Tell the Difference: Mental Illness vs. Behavioral Problems
When a child exhibits concerning behaviors—such as mood swings, outbursts, or poor judgment—parents face a daunting question: Is this simply misbehavior, or a sign of...
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Special Needs Trusts in New York: 1st-Party vs. 3rd-Party SNTs
Understanding Special Needs Trusts
When planning for a child with a disability in New York, selecting the right type of Special Needs Trust (SNT) is crucial. The correct trust preserves eligibility for essential benefits like Medicaid and SSI, while allowing your child to receive financial support and...
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Can a Child with Disabilities Sign Legal Documents in New York?
Special Needs Legal Planning: Guardianship vs. Power of Attorney in NY
Understanding Legal Capacity in New York
When a child with a disability turns 18 in New York, they are legally considered an adult—regardless of cognitive ability. This transition can be both...
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