Go to main navigation
1 Barker Avenue, 3rd Floor, White Plains, New York 10601
FREE CONSULTATION 914-872-6000 914-872-6000

Category Archives: Medicaid Planning

Why You Need A Statutory Gift Rider

While many people may have a general understanding that a durable power of attorney (POA) allows a person to appoint an agent to take care of their finances, various issues can arise if the POA is not properly prepared and/or executed. One such issue often arises regarding the Statutory Gifts Rider (SGR), which is essential for… Read More »






SECOND MARRIAGES BRING CHALLENGES IN ESTATE PLANNING

The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, significant age differences or medical conditions, or if one spouse has substantially more assets than the other. Like most people, you may want to assure your new spouse is provided for in the event you pass… Read More »






WILL YOUR ANNUITY MAKE YOU INELIGIBLE TO RECEIVE MEDICAID BENEFITS?

Annuities are often used to produce a monthly stream of income for a fixed period or even for life. Many people use annuities as a form of retirement account to provide a stream of income in their golden years. However, if your annuity is not properly created it may prevent you or your spouse from… Read More »






New York State Department Of Health Issues New Administrative Directive Related To Expedited New York Medicaid Eligibility For Personal Care Services And Consumer Directed Personal Assistance Services

On July 1, 2016 The New York State Department of Health issued Administrative Directive 16 OHIP / ADM-02 setting forth the requirements and procedures for expedited Medicaid eligibility determinations for New York Medicaid applicants/recipients who have an “immediate need” for Personal Care Services (PCS) or Consumer Directed Personal Assistance Services (CDPAS). This Administrative Directive is… Read More »






Advanced Planning With Medicaid Asset Protection Trusts

Many people recognize the importance of implementing traditional estate planning techniques such as having a will or revocable trust, executing a durable power of attorney and preparing advance health care directives. But advance planning for long term care (LTC) in a nursing home often doesn’t get the attention it should. Without proper planning, a mere… Read More »