Elder Law, Estate Planning
and Special Needs Law

(516) 741-9175

An important part of successful estate, special needs and elder law planning is starting with accurate information to help you set goals.

To make our first meeting productive, it is helpful to bring the following with you:

  • Real Estate Deed and Tax Bill for all Real Estate
  • Retirement Accounts including IRAs, 401k, Pensions
  • Savings Bonds
  • Social Security, Pension and other Income
  • Bank Statements or list of Bank Accounts, Money Market Accounts and Certificates of Deposits
  • Mutual Fund, Brokerage and Bond Accounts, Stock Certificates
  • List of Life Insurance Policies including Death Benefits and Cash Surrender Values
  • Names, Addresses and Telephone Numbers of your Family Members

(516) 741-9175 PHONE | (516) 741-9444 FAX |


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March 8th, 2017

New Law – But NOT in NY State: Disabled Person Can Create Supplemental Needs Trust (SNT)

In December 2016, the Special Needs Trust Fairness Act was passed under then President Obama. The act amends the special needs trust laws to allow a competent but disabled person under the age of 65 years to establish ...



350 Old Country Road - Suite 101
Garden City, NY 11530

(516) 741-9175 PHONE
(516) 741 9444 FAX

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