For all your estate planning and elder law needs — from planning ahead to responding in a crisis, we help Long Island families protect what they've built.
A thoughtful estate plan is one of the most important gifts you can leave your family. It ensures your assets pass to the people you choose, minimizes court involvement, and spares your loved ones confusion and conflict at a difficult time.
We prepare plans tailored to your family and your goals, including:
Long-term care on Long Island can cost well over $15,000 per month. Medicaid can help pay for care at home (Community Medicaid) or in a nursing facility (Chronic Medicaid) — but the eligibility rules are complex and the mistakes are costly.
Having worked inside a skilled nursing facility as Director of Social Work, Kathleen has seen the long-term care system from every angle. We help families:
When a loved one passes away, someone has to gather the assets, deal with the Surrogate's Court, pay valid debts, and distribute what remains. If you've been named executor — or there is no will at all — the process can feel overwhelming.
We guide executors, administrators and families through the entire process:
A properly drafted New York Power of Attorney lets a person you trust handle your finances and legal affairs if you become unable to manage them yourself. Without one, your family may need to pursue an expensive and intrusive guardianship proceeding just to pay your bills.
We prepare durable powers of attorney with the right provisions for your situation — including the gifting and planning powers that are often essential for later Medicaid eligibility.
Who will speak for you if you can't speak for yourself? A Health Care Proxy names the person you want making medical decisions on your behalf, while a Living Will records your wishes about end-of-life treatment so your family never has to guess.
These documents are simple to put in place — and invaluable when they're needed. We make sure they're done right and reflect what you truly want.
Aging brings questions that are equal parts legal, financial and deeply personal: Can Mom stay at home safely? How do we pay for care? Who should be making decisions? As both an attorney and a Licensed Master Social Worker, Kathleen brings a rare perspective to these conversations.
We counsel seniors and their families on long-term care options, decision-making authority, benefit programs, and how to plan for the road ahead — with compassion, patience and plain-English answers.