Fratello Law

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Trust Attorney in Old Brookville, NY

Protect Your Legacy Without Probate Delays

Your family deserves immediate access to your assets, not months of court proceedings and thousands in legal fees.

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Call: 631-406-5580

Living Trust Lawyer Old Brookville

Skip Probate, Keep Your Business Private

When you pass away, your family shouldn’t have to wait six months and spend over $10,000 just to access what you’ve left them. That’s exactly what happens with probate court. A properly funded trust changes everything. Your successor trustee can distribute assets immediately, without court intervention, without public records, and without the delays that leave families struggling during an already difficult time.

Your estate remains completely private. No nosy neighbors, no public records, no family disputes aired in court documents that anyone can access.

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Estate Planning Attorney Old Brookville

Long Island Families Trust Our Knowledge

We understand the unique needs of Old Brookville residents. This community has been home to wealth builders, business owners, and families creating generational stability since the Gold Coast era.

We provide personalized legal support in Spanish and Italian, with convenient home, hospital, and nursing home visits. We know the local landscape—from Nassau County property values to New York Medicaid regulations.

When you’re dealing with seven-figure estates and complex family dynamics, you need an attorney who gets it. Not someone who treats your $2 million home like it’s just another asset.

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Trust Creation Process Old Brookville

Simple Process, Strong Protection

First, we’ll assess your specific situation during a consultation. Your assets, your family structure, your goals. No cookie-cutter solutions.

Next, we draft your trust documents. Whether you need a revocable living trust for flexibility or an irrevocable trust for asset protection, we’ll create the right structure for your needs.

The crucial final step is funding your trust. We’ll help you transfer your assets—your home, bank accounts, investments—into the trust. This is where most people stumble, but it’s what makes everything work.

Once funded, you maintain complete control during your lifetime while ensuring your family avoids probate entirely.

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Trust Administration Old Brookville NY

Comprehensive Trust Services for Affluent Families

In Old Brookville, where the average household income exceeds $300,000 and home values reach $1.8 million, standard estate planning isn’t enough. You need advanced strategies that protect substantial assets.

Our trust services include revocable living trusts, irrevocable trusts, asset protection trusts, and special needs trusts. We handle everything from initial creation to ongoing administration and modifications.

For Long Island families, we also provide Medicaid asset protection planning. With nursing home costs exceeding $150,000 annually in Nassau County, protecting your assets from long-term care expenses is essential. We structure trusts that preserve your wealth while ensuring eligibility for benefits when needed.

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What's the difference between a revocable and irrevocable trust?

A revocable trust gives you complete flexibility. You can change beneficiaries, add or remove assets, or even dissolve the trust entirely while you’re alive. You serve as trustee and maintain full control. An irrevocable trust means you’re giving up control in exchange for stronger asset protection. Once created, you typically can’t modify it. However, in New York, there are ways to modify irrevocable trusts if all family members agree. For many Old Brookville families, we start with revocable trusts. They avoid probate, provide incapacity protection, and can be converted to irrevocable trusts later for Medicaid planning if needed.
Trust creation costs vary based on complexity, but expect to invest between $2,500 and $7,500 for a comprehensive living trust package. This includes the trust document, pour-over will, power of attorney, and healthcare directives. Compare this to probate costs in New York, which often exceed $10,000 plus months of delays. For a $2 million estate typical in Old Brookville, probate fees can reach $50,000 or more. The upfront investment in proper trust planning saves your family significantly more in the long run. Plus, you get peace of mind knowing your affairs are properly structured.
Yes, you need what’s called a “pour-over will” even with a trust. This catches any assets you might have forgotten to transfer into the trust and directs them to pour into the trust after your death. The will also handles other important matters like naming guardians for minor children, which trusts cannot do. Think of it as your safety net. Without a pour-over will, any assets not in your trust would pass according to New York’s intestacy laws, potentially creating the exact problems you were trying to avoid.
The entire process typically takes 4-6 weeks from start to finish. This includes initial consultation, document drafting, review and revisions, signing, and funding the trust. The funding phase—transferring assets into the trust—often takes the longest. We need to retitle your home, change bank account ownership, and transfer investment accounts. Each institution has its own procedures. We handle the heavy lifting, but you’ll need to be responsive when we need signatures or information. The faster you respond, the quicker we can complete your trust and get your family protected.
This is where trusts really shine. If you become unable to manage your affairs, your successor trustee immediately steps in to manage your assets and pay your bills. No court involvement needed. Without a trust, your family would need to petition the court for guardianship, which can take months and cost thousands. During this time, bills pile up and important decisions get delayed. Your trust can also include detailed instructions about your care preferences, investment management, and even distribution of income to family members. You’re planning for the worst while hoping for the right outcome.
Yes, but it requires advance planning. Medicaid asset protection trusts can shield your assets from long-term care costs, but they have a five-year look-back period. In Nassau County, nursing home costs average $150,000+ annually. Without proper planning, these costs can quickly deplete even substantial estates. Medicaid planning allows you to preserve assets for your family while qualifying for benefits. The key is starting early. If you’re in your 60s or 70s and healthy, now is the time to explore these strategies. Once you need care, it’s often too late to implement effective asset protection.

Local Resources

Old Brookville, NY is located in Nassau County in New York State