I strive to ensure estate planning, estate administration and elder law matters receive personalized attention. I work with individuals, families, appraisers, court-appointed trustees and other third parties involved in planning for the future and a wide range of estate issues. Though the majority of my time is devoted to legal transactions, I have the knowledge needed to handle everything from a simple will to a highly contested trust dispute. I was admitted to the New York Bar in 1968 and have been practicing law ever since then.
It is crucial you have a will or trust stating how you wish to distribute your assets, regardless of the amount of real or personal property involved. I help clients build estate plans with wealth management goals in mind. I provide assistance creating wills and trusts that minimize estate taxes while protecting your wishes and your loved ones. I have a thorough understanding of New York state and federal estate transfer taxes.
I also have extensive experience dealing with the complex relationship between Medicare and Medicaid eligibility as related to estate planning. I can help you manage your finances in a way that makes you eligible for the benefits of government assistance. Additionally, I work with clients whose estates are smaller and may not involve tax planning or asset protection.
Administering an estate or probating a will in New York frequently involves going before the Surrogate Court. I have helped many clients through the probate and estate administration process in Queens County Surrogate’s Court and Nassau County Surrogate’s Court, as well as in Suffolk, New York, Westchester and Brooklyn counties. While I always try to resolve complex estate issues before litigation becomes necessary, I can see your case through to its completion under many different circumstances. I go the extra mile assisting clients with:
My elder law practice is dedicated to helping clients preserve their assets and make end-of-life decisions regarding nursing home care and medical directives as well as other legal matters of particular concern to them. I understand the role real estate and other assets have in elder law transactions and work closely with clients to protect an elderly individual’s well being, whether they are living at home by themselves or are under the care of a medical professional.
Reach out to Dorsey & DeRiso today
Contact my law firm online or at (718) 746-7900 for a free initial consultation. Located in Whitestone, I serve clients in Queens and Nassau counties, including Long Island City, Astoria, Flushing and Bayside. My office is handicap accessible and I keep flexible office hours should you need to schedule an evening appointment.