Who We Are

Welcome to the New York Estate Planning Law Firm, where we specialize in helping individuals and families navigate the complexities of first-party special needs trusts. Our team of experienced attorneys is dedicated to providing expert guidance and support to ensure that your loved ones with disabilities are taken care of both now and in the future.

What We Do

At the New York Estate Planning Law Firm, we focus on establishing first-party special needs trusts for individuals who need to protect their assets while maintaining eligibility for essential government benefits such as Medicaid and SSI. Our attorneys have a deep understanding of the federal and state laws governing these trusts, allowing us to create customized solutions that meet the unique needs of each client.

When you work with us, you can trust that your trust will be in compliance with the strict criteria set forth by the federal Medicaid statute. We will work closely with you to ensure that your trust is structured correctly and that all necessary provisions are included to safeguard your assets and preserve your eligibility for crucial benefits.

Why You Should Use Us

Choosing the right attorney to help you establish a first-party special needs trust is crucial to ensuring the long-term financial security of your loved one with disabilities. At the New York Estate Planning Law Firm, we offer:

• Expertise: Our attorneys have extensive experience in the field of special needs trusts and will guide you through the process with confidence and compassion.
• Personalized Service: We understand that every situation is unique, which is why we take the time to listen to your specific needs and goals before creating a tailored legal strategy.
• Peace of Mind: With our team on your side, you can rest assured that your trust will be set up correctly and that your loved one’s future will be secure.

Don’t navigate the complexities of first-party special needs trusts alone. Let the New York Estate Planning Law Firm be your trusted partner in creating a solid financial plan for your family’s future.

What Can You Ask?

• What are the eligibility criteria for establishing a first-party special needs trust?
• How can a first-party special needs trust impact my loved one’s eligibility for government benefits?
• What steps are involved in setting up a first-party special needs trust?
• Can I make changes to the trust after it has been established?
• How will distributions from the trust affect my loved one’s benefits?
• What happens to the trust assets after the beneficiary passes away?