Nassau County Medicaid Planning Lawyer

Applying for Medicaid in Suffolk County, Queens, the Bronx, Brooklyn, Manhattan, and Staten Island, and Westchester County, NY

What goes into a drafting a will? How might a will be used for your assets and future heirs? A last will and testament has large implications on the future of your assets and for your loved ones. While you cannot predict the future, you can prepare for it. At Kirshblum Taber PC, we help clients draft wills that protect their property and estate, as well as care for the loved ones they’ve left behind. Whether you seek to establish the distribution of your property or name a legal guardian for any minor children, a will can help keep your future on track even when you’re gone.

Understanding the NY Medicaid Planning Process 

Navigating the Medicaid planning process can be complex and overwhelming, but our experienced team at Kirshblum Taber PC is here to guide you every step of the way. Our dedicated attorneys specialize in helping clients understand the intricacies of Medicaid eligibility, asset protection, and the application process.

Here’s what you can expect when you partner with us for your Medicaid planning needs:

  • Comprehensive Consultation: We begin with a thorough review of your financial situation and healthcare needs to create a tailored plan that meets your unique circumstances.
  • Strategic Asset Protection: Our attorneys will work with you to develop strategies that protect your assets while ensuring your eligibility for Medicaid benefits.
  • Ongoing Support: We provide continuous assistance throughout the application process, addressing any questions or concerns that may arise.
  • Education and Resources: We empower our clients with knowledge about Medicaid regulations, helping you make informed decisions about your healthcare and financial future.

Details of Medicaid in New York

  • Those under 65 years of age and children must apply to the NY State of Health for coverage.
  • Women who are pregnant can apply for immediate coverage through selected providers or through the NY State of Health.
  • People over 65 who are not parents or caretakers of minor children, people with Medicare, or those with disabilities who seek Medicaid coverage must apply through New York City's Human Resources Administration (HRA).
  • Medicaid applicants over 65, with disabilities, or with visual impairments must provide certain documents.
  • With the Facilitated Enrollment for the Aged, Blind and Disabled Program, you can receive free assistance with Medicaid applications, Medicaid renewals, or Medicare cost coverage.

For any further specifications, visit this page.

Don’t let the complexities of Medicaid planning overwhelm you. Trust Kirshblum Taber PC to provide the expertise and support you need to secure the best possible outcomes for your loved ones. Contact us today to schedule your consultation!

Don’t go unprepared into your future of long-term care. Contact Kirshblum Taber PC online for an initial consultation to discuss your Medicaid concerns with an experienced professional.

Who Is Eligible for Medicaid?

At the very least, to qualify for Medicaid in New York you must:

  • be a resident of the state; 
  • be a U.S. national, citizen, permanent resident, or legal alien;
  • have a need for healthcare/insurance assistance in such a way that your financial situation would be considered low income; and
  • be pregnant, responsible for a minor (18 years or younger), blind, disabled, or have a disabled member in your household, or 65 years or older.

If you do not meet these qualifications, such as the income qualification, you may not be as easily eligible to receive assistance. However, as we will discuss in the next section, there are certain ways a Medicaid planning lawyer can better help you reorganize your situation so that you do eventually qualify for financial assistance.

Why Is Medicaid Planning Useful?

Medicaid planning is an advanced estate planning tool that can help you prepare you for eligibility for Medicaid assistance, even if you think your income might be too high. It will prove very beneficial to work with a Medicaid planning attorney because they might help you get a larger chance at obtaining assistance despite the eligibility requirements. Note that you should start planning early; people typically start on their Medicaid plan at least 5 years before they anticipate the need for long-term care. 

Medicaid planning may involve a range of things to lower your income and asset base that are examined to determine your eligibility. For instance, we might help you do the following in order to reorganize your assets and qualify for Medicaid:

  • planning the purchase of annuities;
  • gifting cash and other assets to family members;
  • buying long-term care insurance;
  • transferring the title to your house while holding onto some rights to it;
  • placing certain assets into an irrevocable Medicaid planning trust;
  • placing excess income into a trust managed by a non-profit.

Do not worry if you do not initially meet the eligibility requirements for Medicaid assistance. Chances are, at some point in the future you might. Long-term care is costly and can feel overwhelming as you age. Our firm is here to provide comprehensive legal support so you can feel comfortable and assured about your future. You can also check out our Legal Resources to find additional resources that can help you understand Medicaid regulations. Attorney Orly Taber, Esq. has made it her personal mission to give the elderly glory and respect; you can count on her to safeguard your rights to Medicaid assistance.

Schedule an initial consultation with Kirshblum Taber PC by calling (516) 908-8842 or contact us online to get started with our experienced Nassau County medicaid lawyers.

  • “David and Orly are the definition of a DREAM TEAM!!”
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Dedicated and Experienced Legal Professionals

Our lawyers serving Nassau County bring a unique background of experience. Attorney David A. Kirshblum, Esq. is a retired judge who has spent over 24 years on the family court bench, including presiding over cases involving  Sean “Puffy” Combs, Al Pacino, and Mick Jagger. 

He has also written decisions that have been affirmed by the NYS Appellate Division. Having been on the judicial side of the law, Attorney Kirshblum has a unique perspective that can prove advantageous to strategizing against the other side. 

Further, while Attorney Kirshblum handles the family law side, Attorney Orly Taber, Esq. has significant experience with estate planning and helps clients, particularly the elderly, with estate matters and ex-spouse property disputes.  

She is an energetic and client-focused lawyer who helps build estate plans that safeguard your personal and material interests. 

Both Nassau County lawyers at Kirshblum Taber PC are experienced and professional advocates who treat their clients with respect.

Schedule an initial consultation with our attorneys by calling (516) 908-8842 today to get started on your case.

Contact Us For a Consultation

Speak To An Attorney Today About Your Legal Matter. Call 516-908-8842 Or Fill Out the Form Below.

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