New York & North Carolina Medicaid Planning Services
Comprehensive Estate Planning for Future Security
Your will and trust(s) need to include details that go into effect if you become disabled for any reason. Without a plan that covers incapacity, a court may appoint somebody to oversee your personal and financial needs.
Planning can allow you to choose who will help you, provide them with guidance, and impose limits or grant more than what a court might allow.
- A durable power of attorney names the person who can help you with your financial affairs or manage them for you.
- A healthcare proxy names the person who will help you with decisions about your medical care or make those decisions for you based on your instructions.
- A living will tells your family and your doctors what type of medical treatment you want during your final days of life.
Protect Your Assets with Medicaid Trusts
Planning for long-term care should also include the planning of wills and trusts. A living trust is designed to manage the assets in the trust if you become disabled. A supplemental needs trust is designed to help a disabled, elderly, or handicapped person while not risking or reducing their eligibility and qualification to obtain private or public benefits, such as Medicaid. A supplemental needs trust also protects the assets in the trust from creditors’ claims.
Having a trust can affect your eligibility for Medicaid and other benefits. With Parisi, Coan & Saccocio, PLLC you can rest assured that your trust will work for you without affecting your eligibility for benefits in North Carolina or New York.
Contact Us for Medicaid Planning Guidance
Schedule your consultation on Medicaid planning in New York & North Carolina by contacting us online today!
A member of our team will be in touch shortly to confirm your contact details or address questions you may have.
Our Results
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Business Ownership Returned to Brother!
PCS took a hard fought and very complex case to a 4-day trial and won full ownership of corporate stock for our client. The issue revolved around a brother’s claim that he had been given or bought a 50% ownership interest in the corporation. At odds were the testimony of the ... -
Client Won Custody Dying Without A Will
As many of you may know legendary singer/songwriter Aretha Franklin died in 2018 without leaving a will. Other wealthy celebrities such as Prince have done the same. This can lead to many types of unwanted consequences. As an example, the T&E department at PCS is currently ... -
Son Must Repay Mother’s Estate Estate Case
A local man and his then-wife used undue influence on his elderly mother to clean out the woman’s bank accounts before she passed away, a Schenectady County Surrogate’s Court ruled this week. The verdict, in a case brought by the woman’s two other sons, means the man and his ... -
Brothers Inheritance Restored Estate Dispute
After much litigation including more than a dozen depositions, obtaining numerous medical records and various other relevant documents, expert medical testimony, and the beginnings of trial preparation, an estate dispute was settled on behalf of our client for $700,000. Our ... -
Daughter Settles Dispute Favorably Estate Matter
On the day of trial our client successfully resolved an estate matter whereby she received 60% of available funds of the estate. Interestingly, the case involved an admission by both brother and sister that their father had upwards of $200,000 in cash at the time of death (a ...
Client Stories
Our Success in Their Own Words
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"I recommend him without reservation."Mr. Parisi has proven to be the most professional, most knowledgeable, highly efficient and kind attorney I have ever had the honor of working with..- L. G.
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"I was very happy with all of Mr. Parisi’s work."I would absolutely hire him again- K.R.
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"Gerard was very helpful to me."He was very attentive to details and responsive to all my questions- L.I.
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"I highly recommend him!"I was very happy with the legal services and advice that were provided by him and his office- B.
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"I couldn’t have asked for anyone better to assist me."You were always available whether it be a weekday or weekend, which helped a great deal due to my busy schedule- N.D.
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"He was always very informative and helpful."Gerard handled my father’s estate- P.F.
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"Thank you, Gerard, for representing me."Gerard fought to keep the original trust in place and I remained as her trustee- K.B.
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"Gerard helped make a very hard situation a little easier for me."I would strongly recommend using Gerard knowing that others can have the same experience I did- A.M.
What Sets Us Apart?
Over 65 Years of Experience
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Personalized Guidance From Start to FinishWe are very selective about the cases we take on to provide you with the highest quality representation.
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Attorneys and Certified Public AccountantsUnique knowledge for accountings, tax laws, asset valuations and complex estates.
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Exceptional Estate and Trust Law ExperienceOver 65-years collective experience in estate and trust planning, administration, litigation, and guardianship.
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