Initial Consultation & Fees

$300 payable at the time of the consultation. Free consultations are not provided at this time.

Upon speaking with our experienced estate planning paralegal or elder law attorney your initial Estate Planning Consultation may be scheduled. This is a very important step in any estate planning, medicaid planning, asset protection or elder law planning process. Call Today at (718) 333-2394, chat with us online or fill out the form on this webpage.

SCHEDULE CONSULTATION

During the Initial Consultation at our office, your entire estate plan needs and goals will be discussed directly with our Principal Attorney. It is important that there is a good rapport between attorney and the client as estate planning cases are fact-specific and extremely personal. During the initial estate planning session Ms. Fershteyn with her vast experience in elder care and Medicaid planning clearly explains the difference between a Trust and Will, NY Probate Law, NY Medicaid rules and procedures as well as Nursing home look back provisions.

Some of the topics to be addressed in the Consultation are:

• Real estate owned by each client
• Financial obligations, both current and future
• Amount of pension and any IRA, 401K and annuities
• Property rights, entitlements and distribution/division claims
• Ages of parents
• Ages of Beneficiaries
• Guardianship issues
• Need for future Medicaid planning
• Effects of any Pre-Nuptial agreements
• Elder law issues and Nursing home planning
• Power of Attorneys, Living Wills and Healthcare proxy issues
• Deeds for each property and states where real properties are located
• Legal fees, responsibility for payments

Once we proceed to any estate planning such as Wills, Revocable and Irrevocable Trusts, Medicaid planning, Asset protection planning, your $300 consultation fee will be applied/credited to any retainer due.

Fees