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Yale S Hauptman

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Avvo Rating9.8
  • Livingston, NJ
  • Licensed for 31 years
  • Free consultation
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About Yale

As a young child, my grandparents were very involved in my life. After moving to New Jersey at age 2, we continued, for many years, to return to Brooklyn on weekends to visit both sets of grandparents. My paternal grandfather died when I was 12 and my Israeli grandmother, Imma, alternately lived with her 4 children for several years, until settling permanently with us. My maternal grandparents moved from Brooklyn to New Jersey when I was 14 and lived a ½ mile from our home. My grandfather died a few years after the move but my grandmother, Ma enjoyed living nearby her only child.

By the time I graduated law school both grandmothers lived in my parents’ home. And everything was fine for a good number of years. I began my legal career and, as is the case with many young lawyers, my family looked to me for answers to any and all legal questions. By the time I established my own firm in 1995 Imma was in her early 90’s and experiencing the tremors of Parkinson’s Disease. The onset of dementia soon followed and my parents eventually could not care for her at home any longer.

They turned to me for help and so my own family became one of my first elder law clients. I struggled to navigate the same long term care and Medicaid system that we we now help so many of our clients with. But I persevered and we were able to get Imma care at a quality nursing home paid for under the Medicaid program.

A few years later we faced similar issues with Ma. When I discovered that my father was carrying her in the middle of the night to the bathroom I sat my parents down and explained to them the dangers of a 67 year old carrying a 92 year old over slippery floors down a dark hall. Ma’s hospitalization a short time later led to a move to assisted living . Back and forth trips to hospital and nursing home, an all too common occurrence for families these days, followed until she passed away at the age of 94.

So it was that my own family’s experiences introduced me to elder law. As we move farther into the 21st century, and as 77 million babyboomers begin to turn 65, the issues surrounding the aging process and long term care will take on a more important role in many Americans’ lives. And we, at Hauptman & Hauptman, look forward to providing the same steady guidance and counseling to your family that I have provided to my own.

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Practice areas

OtherMedicaid and medicareEstate planningTrustsElder law
  1. Elder law: 45%

    31 years

  2. Trusts: 15%

    31 years

  3. Estate planning: 15%

    31 years

  4. Medicaid and medicare: 15%

    Medicaid Planning

    31 years

  1. Probate: 10%

    31 years

Languages spoken

English

Photos and videos

1591833 1292349745

1591833 1323883312

1591833 1581601812

Contact

Hauptman & Hauptman

354 Eisenhower Parkway
Plaza I, 2nd Floor
Livingston, NJ, 07039-1619

Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 199005/25/2021
NJActive198906/21/2021
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers0
Legal guides0
Awards
Award nameGrantorDate granted
"voice of Experience" @ Super ConferenceLeading Lawyers on Estate & Long Term Planning2011
Mentor of coachingEDLF2003
Work Experience
TitleCompany nameDuration
Founding and Managing PartnerHaupmtan & Hauptman PC1995 - Present
AttorneyCraner, Nelson, Satkin, & Scheer1993 - 1995
AssociateMaloof, Lebowitz, & Bubb1990 - 1993
Law ClerkHonorable John Stritrhoff, J. S. C.1989 - 1990
Associations
Association namePosition nameDuration
Coalition of Family Caregiving - Union county, NJContributor2012 - Present
Essex County CoalitionAttorney Member2012 - Present
Essex County Bar AssociationCo-Chair of the Elder Law and Special Needs Planning Committee2011 - Present
Caregivers Coalition of Morris CountyAttorney Member2011 - Present
Livingston chamber of CommerceMember2010 - Present
Temple Beth Shalom, Livingston, NJBoard of Trustees2010 - Present
National Organization of Veterans' AdvocatesAccredited VA Attorney2008 - Present
Guardianship Association of New JerseyMember2008 - Present
National Academy of Elder Law Attorneysmember1995 - Present
New Jersey Bar AssociationMember1989 - Present
Publications
Publication nameTitleDate
AFFC PublicationsDon't Go Broke in a Nursing Home 2015-20162015
AFFC PublicationsDon't Go Broke in a Nursing Home 2014-20152014
Elder Law BlogThe Facility Said If I Pay for 2 Years then I’ll Get Medicaid2013
The West Essex Tribune, Livingston, NJAverting the Fiscal Cliff -What Does It Really Mean?2013
The West Essex Tribune, Livingston, NJCollege Debt and Long Term Care – Unrelated? Maybe not2013
Hauptman & Hauptman PCNursing Home & Assisted Living Guide for Northern NJ2013
Elder Law BlogThe Facility Said If I Pay for 2 Years then I’ll Get Medicaid2013
Stafford WebinarThe Facility Said If I Pay for 2 Years then I’ll Get Medicaid2013
NewsletterElder Law News2012
The West Essex Tribune of Livingston, NJSPOTLIGHT ON ELDER LAW – BANKS IGNORING POWER OF ATTORNEY2012
The West Essex Tribune, Livingston NJRobot & Frank – A Glimpse into the Future of Elder care?2012
The Jewish News“My Name is on Mom’s Checking Account”2012
Financial AdvisorEldercare, Sense and Sensibility2011
Self Published BookBe Nice TO Me - I Pick Your Nursing Home; How to Provide For Your Parent's Care without Going to the Poorhouse or Nuthouse2011
Hauptman & Hauptman BlogShould I Leave My Disabled Child’s Inheritance to a Sibling to Hold?2010
Boomer Financial Radio NetworkGuest Speaker2010
The RecordA Growing Market2010
Education
School nameDegreeGraduated
Albany Law SchoolJD - Juris Doctor1989
Rutgers UniversityBA - Bachelor of Arts1986
Speaking Engagements
Conference nameTitleDate
Lecture seriesPlanning for the 2nd half of Life2016
JCC of Metro West - Senior GroupThe Power of the Power of Attorney2016
Atria at Cranford - Assisted Living7 Biggest Mistakes People Make When Preparing for Medicaid2016
Continuing Education for Social Workers and Care ManagersWhat Your Client Needs to Know Before Starting Rehab in a Nursing Home2016
Emerson Health Center - Kinderkamack,NJNavigating and preplanning the financial burdens of Long Term Care2013
CE Program for Nurses and Social workersLTCJ Nursing, SW and CCM CE Program2013
Accountant CE Program - Accredited SpeakerAging In America How to Help Your Clients Protect Themselves, Their Families and Their Finances2012
Accredited Speaker for CASE MANAGERS CE PROGRAMLegal Aspects of the Elder Care Journey2012
Essex County Bar Association, CLE CommitteeThe Elder care Journey2011
Corporate MeetingElder Law2011
New Jersey Association for Justice, Workers Compensation SectionElder Law practices2011
ObamacareHow the New Healthcare Laws Affect You2011
Alzheimers Support GroupLong Term care Planning2010
CE PROGRAM for Social WorkersHelp Your Clients Avoid The Seven Biggest Mistakes People Make When PreparingN/A

Reviews

(11)
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Review Yale Hauptman

Highly recommend Hauptman & Hauptman for their expertise, caring, and excellent support!

Posted by

In 2014, my siblings and I hired Hauptman and Hauptman to assist us in planning for our parent’s financial and legal needs when our mom needed to move into a skilled nursing facility. First, they helped us set up trusts for both our parents and guided us on securing resources needed to pay for the nursing home and to ensure our father could continue to live at home comfortably. Next, they helped us secure VA benefits for our father. We didn’t even realize he was eligible! Eventually our father also ended up in the nursing home. Yale provided us guidance throughout this entire transition with patience, care, and precision. Yale and his team were always a phone call or email away ready to provide help and advice on every financial and legal issue we had to address. Yale and his team continued to help us as we applied for Medicaid this past year. Yale’s team managed volumes of paperwork for us and handled the entire process. We have received clear, detailed step-by-step guidance on how to manage the finances as we transitioned over to Medicaid. I can’t imagine what any of this work we have done in the past six years would have been like without the help of Yale and his team at Hauptman & Hauptman!!! Thank You! Thank You! Thank You!
This review is from a person who hired this attorney.
Hired attorney

Estate plan for my mother, including VA benefits and a trust

Posted by

Yale, Laurie and the entire team at Hauptman and Hauptman exceeded my expectations with their professionalism and attention to details. We hired them in May 2015. I highly recommend their services. Susan was an immense help successfully getting my mother approved for VA benefits.
This review is from a person who hired this attorney.
Hired attorney

Medicaid for Mom

Posted by

Yale helped my siblings and I through the intricacies of applying for Medicaid for our mother. He and his team took care of the mountains of paperwork, explained procedures, and advised us on ways to move forward with our mother's care. He never seemed rushed and took his time with us. Thank you, Yale!
This review is from a person who hired this attorney.
Hired attorney

Strongly Recommend Yale Hauptman for his expertise in Elder Care Law

Posted by

I engaged Yale and his firm to assist in the preparation and prosecution of a Medicaid application on behalf of my Mom, who resides in a nursing home located in Bergen County, NJ. Yale and his team were first rate - they were able to explain the intricacies and pitfalls of the process in a way that was both practical and understandable. I found the team to be experienced, knowledgeable, pro active and responsive to questions and calls. I felt confident that my Mom's best interests were ably represented.
This review is from a person who hired this attorney.
Hired attorney

Extremely Helpful and Knowledgeable

Posted by

I live in South Carolina and. have a disabled brother in Englewood, NJ. As his funds dwindled, I needed assistance to apply for Medicaid for him. Yale was recommended and has proved to be exactly what we needed. He successfully guided me through the process and handled all the necessary work in NJ. I would rely on Yale for any work in the areas of his expertise.
This review is from a person who hired this attorney.
Hired attorney

Responsive to Life's Human Situations

Posted by

Laurie and Yale Hauptman have been consulting my wife and I for a number of years regarding our trust and estate planning for our children, including one that has been chronically ill all of her life. We had an appointment for Laurie to do a Health Care Power of Attorney and Living Will for our daughter. I called Laurie on a Friday afternoon and told her of my daughter’s surgery the day before our scheduled appointment the following week. Laurie responded immediately to do a Health Care power of Attorney and Living Will. Laurie also set up a General Durable Power of Attorney in case we had to pay any of her bills during her recuperation. She said all of the paperwork would be available at noon on Monday so our daughter could sign the papers before her surgery. Laurie and Yale Hauptman put human concerns to rest when there is a problem. There are very few people with this level of caring to what people have to go through with many of life’s situations. No matter if it is your parent’s needs, your needs, or even your children’s needs as in our case. They are the “Go To” people when you have special needs, and want answers to questions you have regarding elder care. You cannot make assumptions on Federal and State elder care law. Plan now and avoid the “I should have done this”.
This review is from a person who hired this attorney.
Hired attorney

Knowledgeable and Caring

Posted by

My siblings and I engaged Hauptman and Hauptman to assist us in the process of planning for our mom’s financial and legal needs as she transitioned to assisted living. Laurie and Yale are both knowledgeable and caring. Laurie helped us navigate the process of negotiating with her assisted living facility to assure that my mom and we were adequately protected. She was thorough, explained things well, and did a great job with follow-up. They have helped us set up a trust for our mom’s care and are guiding us through the process of ensuring that my mom has the resources needed for her to live comfortably. We have particularly appreciated their “all inclusive” pricing, which has allowed us to call whenever we need guidance and not worry about the clock running. I highly recommend Hauptman and Hauptman. -Jackie S.
This review is from a person who hired this attorney.
Hired attorney

Best elder care lawyer out there!

Posted by

Laurie and Yale Hauptman are the most knowledgeable, professional, connected and caring elder professionals you will ever meet. They both treated me as if I were family and provided me with the best advice I ever received. They suggested that I move my not well, aging parents from out of state, close to where I live and to do it before they would become unable to make the move. It's been over a year since I was given this very valuable advice. Their legal counsel has provided me with the comfort of knowing I did what is best my parents and for our family. While it was an enormous undertaking, I am incredibly grateful for their very sound advice, legal expertise, as well as their continued support and kindness throughout the process. Their office staff is just as knowledgeable, professional and caring as they are. Thanks again! Susan H
This review is from a person who hired this attorney.
Hired attorney

Caring and Timely Work - Would Use Again

Posted by

My mother received a grim diagnosis and I was frantic to help my parents get their estate and documents in shape. It turned out that they thought they had protected their assets in a trust but it wasn't set up correctly. Plus with my mother's declining health I wanted to be sure she had her health directives. I asked a friend for a recommendation and the lawyer he sent me to was horrible - claimed he know about estate law but was giving me bad advice. I called a local aging non-profit and thankfully they pointed me to Hauptman and Hauptman. The entire experience was easy and fast - and time was of the essence. Yale was able to help us quickly, thoroughly and I appreciated that he struck just the right tone with my parents - explaining the options and letting them decide the right course. It was the best money our family has ever spent and has allowed us peace while we fight my mom's illness. Also knowing that Yale will be with us through this transition, advising us on how to do things right, is a huge relief. I completely recommend Yale, Laurie and the whole team.
This review is from a person who hired this attorney.
Hired attorney

Elder care at its best!

Posted by

Hauptman and Hauptman has handled all elder care needs for my mother. I have used their services for updating wills, setting up a Trust, and applying for both VA benefits and for Medicaid assistance. They were instrumental in obtaining VA assisted living benefits and successfully fought through the very cumbersome governmental application process for an entire year without ever charging me any extra fees. We are now in the Medicaid application process which is equally as cumbersome. Eldercare is very complicated. Making the wrong choices can result in a significant loss of money and benefits. Hauptman and Hauptman has a proven track record of providing expert eldercare services. I would never have been able to tackle the challenges of eldercare without them. Bravo!
This review is from a person who hired this attorney.
Hired attorney
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Attorney endorsements

(16)
Are you an attorney? Endorse this lawyer

Mitchell Kurtz, Elder law Attorney on Jun 10, 2019
Relationship: Other

I retained Yale to help with planning and assistance for my Mom’s estate. He guided us throughout the process and was extremely knowledgeable and helpful regarding the Medicaid process. In addition to preparing the necessary estate documents, Yale also prepared the comprehensive Medicaid application. Yale and his office were instrumental throughout the entire process. In addition to providing outstanding legal service, they also were thoughtful and kind during what can be a difficult time. I would highly endorse Yale if you need advice in elder law and estate planning.

Christian Lassen

Top-notch attorney. Highly respected in the legal community.

J. Clinkscales, Elder law Attorney on Nov 20, 2013
Relationship: Worked together on matter

I endorse this lawyer. I have know Yale for several years now. I have been so impressed with his passion for the law and his clients. Clients would be fortunate to have the guidance and advocacy of Yale.

Christopher Leroi, Estate planning Attorney on Aug 31, 2013
Relationship: Fellow lawyer in community

Mr. Hauptman is an exemplary attorney that I would not hesitate to refer to anyone and everyone. He provides excellent and informed answers here on Avvo. I have been a judge, magistrate, prosecutor, law professor, and private attorney over the past 24 years and I still regularly learn new aspects about the law from his answers.

Laurence Levinson, Elder law Attorney on Mar 20, 2013
Relationship: Friend

I have known Yale for over 10 years and have no hesitation referring clients to him. He is the best elder law lawyer in northern New Jersey.

Fredrick Niemann, Elder law Attorney on Feb 28, 2013
Relationship: Worked together on matter

I endorse this lawyer.Yale has a national reputation in elder law.He is a known authority on many cutting edge techniques in asset and income protection planning for Medicaid eligibility.Ive known Yale for over 7 years professionally and its my pleasire to endorse him.

Michael Brown, Elder law Attorney on Feb 28, 2013
Relationship: Fellow lawyer in community

Yale and his team provide a personal approach to their clients, based on years of experience. Everyone that I know who has worked with Yale has been very satisfied with his work and level of attention to detail.

Stuart Nachbar, Estate planning Attorney on Feb 27, 2013
Relationship: Fellow lawyer in community

I endorse this lawyer. I have known Yale for many years and he is an excellent attorney, who is very knowledgeable in this field. I have and will continue to recommend my clients to him for any and all estate matters, including special needs trusts. He is easy to talk with and makes clients very comfortable. Fantastic attorney and friend.

Paul Stano, Elder law Attorney on Dec 7, 2012
Relationship: Fellow lawyer in community

I endorse this lawyer wholeheartedly. I have worked with him in a national mastermind group and read his book. He demonstrates an excellent grasp of the issues facing older Americans. Better yet, he also knows the solutions to their concerns.

Laurence Slous, Elder law Attorney on Dec 7, 2012
Relationship: Worked together on matter

I endorse Yale Hauptman because of his dedication and diligence in the field of elder law. Not only is he experienced and possesses a high level of expertise, he is constantly reviewing and researching changes in the law so that his clients can take advantage of all opportunities for careful planning that such experience and expertise allow.

William Hammond, Elder law Attorney on Jul 23, 2011
Relationship: Fellow lawyer in community

I have known Yale Hauptman for more than a decade. He is one of the finest Elder Law Attorneys I have ever known. Yale not only has a great grasp of legal issues, but he also has the communication skills to make things understandable for his clients. It's rare to find an attorney with both the legal knowledge to help his clients along with "people skills' that give him the ability to make his clients feel better along the way. Yale Hauptman is that rare attorney and I give him my highest endorsement.

Susan Berliner, Elder law Attorney on Dec 15, 2010
Relationship: Fellow lawyer in community

I endorse this lawyer.

Michael Berliner, Elder law Attorney on Dec 15, 2010
Relationship: Fellow lawyer in community

I endorse this lawyer.

James Scherling, Elder law Attorney on Dec 15, 2010
Relationship: Fellow lawyer in community

I endorse this lawyer.

Mark Tepper, Elder law Attorney on Dec 14, 2010
Relationship: Fellow lawyer in community

I endorse this lawyer.

Laurie Hauptman, Elder law Attorney on Dec 14, 2010
Relationship: Family member

I endorse this lawyer.

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