YOur MAHOPAC LAWYER: Call for a free consultation-(914) 263-9779
As your Mahopac, Somers, Patterson, Putnam Lake and New Fairfield guardianships and conservatorships attorney, I will keep an eye on all issues, such as asset protection, elder law, Medicaid planning, Special Needs Trust planning, college financial aid eligibility, and tax planning.
In life, you may have a family member or close friend who is unable to make financial or medical decisions. I have worked with Guardians throughout Putnam, Westchester and Dutchess Counties, and have managed hundreds of thousands of dollars as a fiduciary. I would be happy to guide you through the process during what is likely a sensitive time for you and your family. It may look difficult, but I will do all I can to calm your fears.
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.