When I was 15, my father died of a heart attack. We lived in Brooklyn. My father had always taken care of the family finances, handing my mother cash each week to run the household. My mother was a very capable New York City school teacher, but having no experience budgeting, writing checks, reading business letters and financial statements together with the combination of losing her beloved Ed and having one child away at college and the other (me) at home, left her paralyzed with grief and fear.
As the only child at home, I took over my father’s responsibilities: writing checks (which I gave to my mother to sign), balancing the checkbook, handling all the correspondence concerning my father’s death and closing his medical practice. Over time my mother was able to take over all those responsibilities and ended up as a good budgeter, a wise investor, and preserver of what my father left and what she accumulated. I swore that her terrible adjustment should never happen to anyone.
I went to college and then law school and was determined to help people, particularly women, to be educated about handling their affairs and what they needed to know to protect themselves in life so that when their spouse died, or if they had no spouse, they could continue to handle the family’s business despite their grief.
Today we focus on providing estate planning, elder law and related topics to these individuals, through personal discussion with each client to establish a personalized plan, and to adjust that plan as necessary. We advise clients on wealth preservation and maintenance, assisting you to maintain as much control over your assets, including your businesses and welfare, for as long as possible. We help ensure that your interests are protected and your goals to preserve your assets and well-being are clearly set forth and minimize the possibility that unscrupulous characters will take control of them and their assets. We only represent the good guys!
Planning for the future is a continuous process where we work with our clients over time to examine their changing needs and goals and revise their plans to reflect those changes. We are committed to the protection of our clients and their assets, whether it is providing health care directives designed according to your specific wishes, detailed powers of attorney giving maximum or limited powers to assure that you can be taken care of as the need arises; drafting Wills and various necessary trusts to protect family from too much wealth too soon; or enabling their money to be distributed for a college education, down payment on their first home, or school for your grandchildren. We also devise plans to assist in the transfer of business interests so that your spouse does not end up in business with your partner.
Remember, planning is much cheaper than fixing!
- National Academy of Elder Law Attorneys
- Accredited by the Veterans Administration
- New York State Bar Association – Member of Elder Law and Trust & Estate Sections
- New York County Lawyers Association
- New York City Bar Association
- BerkeleyCarroll School – member of Alumni Advisory Board
- Barnard Business and Professional Women of the Columbia Alumni Association
- Selected as Super Lawyer in Elder Law 2010 – 2017
- Voted one of the Best Lawyers in America by Consumer’s Guide
- Article on “Planning Ideas to Manage the Maze of Medicaid Eligibility,” featured in the February 2013 issue of “Estate Planning.”