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Your Mahopac, Patterson, Putnam Lake and New Fairfield Trusts and Estates, Elder Law, Guardianships and Conservatorships Attorney
As your Mahopac, Patterson, Putnam Lake and New Fairfield Trusts and Estates, Elder Law, Guardianships and Conservatorships attorney, I will do all I can to preserve your assets. There is no one-size-fits-all asset protection plan.
For trusts and estates, I will work with you to protect your assets and do all I can to ensure that they go and stay where you want during and after your lifetime. For young parents, you will want to make sure that a trusted individual can step in if something happens to you. For those newly divorced, you will want to update your plans to adjust to your new situation.
For those who are older, you worked all your life for your assets. I can help you use Medicaid planning so that you could qualify for government benefits, and the assets could be used to supplement, not replace, government benefits. I also can work with Guardians and Conservators to ensure smooth fiduciary relationships.
I have not only a law degree and license but also an MBA, having graduated with a 4.0 GPA from business school. Before starting my own law firm, I worked with financial institutions such as Morgan Stanley, Commonwealth Financial, and Rothstein Kass (now part of Big 4 accounting firm KPMG). These quantitative skills for financial analysis will ensure that you receive an optimum solution that will protect your family's net worth.