Your assets deserve protection that lasts generations. We create trusts that safeguard your wealth, bypass probate, and give you control over your legacy.
You’ll sleep better knowing your assets are protected from creditors, lawsuits, and the expensive probate process. Your family gets privacy, not public court records. Your disabled loved ones keep their government benefits while still inheriting your wealth.
Most importantly, you maintain control. You decide who gets what, when they get it, and under what conditions. No surprises, no family fights, no lengthy court battles eating up your hard-earned money.
When you become incapacitated, your chosen trustee steps in immediately. No court petitions, no expensive guardianship proceedings, no delays when your family needs access to funds for your care.
We have served Long Island families for over a decade, helping them navigate the unique challenges of protecting assets in one of the nation’s most expensive regions. We understand that your $800,000 Babylon home isn’t just property—it’s your family’s security.
Our bilingual team speaks Spanish and Italian, reflecting the diverse communities we serve. We offer home visits because we know that discussing your family’s future shouldn’t require you to travel when you’re dealing with illness or disability.
We’re not a factory law firm. Every trust we create is tailored to your specific situation, whether you’re planning for Medicaid eligibility, protecting a special needs child, or ensuring your business survives to the next generation.
First, we meet for a free consultation to understand your goals, family dynamics, and assets. We’ll discuss whether a revocable living trust, irrevocable trust, or asset protection trust best serves your needs.
Next, we draft your trust documents with precise language that accomplishes your objectives. We handle all the technical requirements—proper execution, funding instructions, and tax considerations that many attorneys overlook.
Finally, we help you transfer your assets into the trust. This includes retitling your Babylon home, bank accounts, and investments. We don’t just hand you documents; we ensure your trust actually works when you need it.
Throughout the process, we explain everything in plain English. You’ll understand exactly what you’re signing and why each provision matters for your family’s future.
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Long Island residents face unique challenges. With average home values exceeding $600,000 in Babylon and nursing home costs reaching $600,000 for a three-year stay, proper planning isn’t optional—it’s essential.
We create Medicaid Asset Protection Trusts that protect your home from nursing home costs while allowing you to live there for life. Our special needs trusts ensure disabled family members keep their government benefits while inheriting your assets.
For business owners, we structure trusts that protect your company from personal creditors while providing tax advantages. Multi-state property owners benefit from our experience handling assets across different jurisdictions.
Every trust includes provisions for Long Island’s specific legal requirements, from Suffolk County real estate laws to New York’s strict trust execution rules. We ensure your trust meets all local and state requirements.