Implemented elder law plan and transfered assets under Medicaid rules
N/AOUTCOME: Protected over $600,000
Created and implemented elder law plan to protect assets for mother and family. Used Medicaid caregiver exemption and life estate.
West Islip, NY
Litigation Lawyer at West Islip, NY
Practice Areas: Litigation, Probate ... +3 more
OUTCOME: Protected over $600,000
Created and implemented elder law plan to protect assets for mother and family. Used Medicaid caregiver exemption and life estate.
OUTCOME: Unanimous approval by co-op board
Sold residence and purchased co-op. Performed due diligence on co-op. Drafted purchaser's co-op application and prepared him for interview.
OUTCOME: Successful sale and purchase
Family sold house and used proceeds to purchase a second house. Represented family from contract through closing on both sales. Negotiated escrow for broken equipment discovered at closing.