Our Elder Law practice includes advising individuals and families living in Albany, Troy, Schenectady and Saratoga (the Capital District Region) in the protection and transfer of wealth, including multi-generational planning, business succession and philanthropic gifting arrangements. Our services include preparation of simple and complex Wills and Trusts (such as life insurance trusts, asset protection trusts, supplemental needs trusts, living trusts, charitable trusts, private foundations and trusts created under Wills, and Gift plans).
In addition, we help our clients create Powers of Attorney, Health Care Proxies, and Living Wills. For persons who lack the mental capacity to create those documents, we bring petitions before the Court for the appointment of a Guardian. Also, we offer fiduciary consulting services to individuals and business entities throughout the Capital Region with respect to agency and trust and estate administration matters.
We know that a “good” estate plan includes planning for the expenses of long-term care. We assist our clients with identifying resources that will be available to help pay for that care, including self-funding, insurance, and governmental assistance programs, such as Medicaid. Then, we help our clients create a plan to help ensure that the resource will be available to them in the future should they require long term care.