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Practice Area · Elder Law

Elder Law & Long-Term Care Counsel for Manhasset Families

Marchese & Maynard, LLP helps Manhasset families navigate Medicaid eligibility assessment, asset protection planning, and decision-making authority under New York's look-back rules. Our attorneys guide families through the intersection of estate planning, special needs trusts, and Article 81 guardianship to protect what you've built while ensuring access to care.

The Four Areas We Handle

How Elder Law Prevents Long-Term Care Costs From Breaking Family Budgets

Our attorneys guide Nassau County families through asset protection strategies that preserve home equity and retirement savings while coordinating care transitions across North Shore facilities. Each area below links to the deeper page on how the work gets done.

Long-Term Care Planning counsel for Nassau County families
Long-Term Care Planning

Long-Term Care Planning for Families Protecting Assets in Manhasset

MAPTs, spousal protection, and decision-making authority set up before capacity fades so the plan holds under pressure.

Medicaid Planning counsel for Nassau County families
Medicaid Planning

Medicaid Planning in Manhasset

Sixty-month look-back analysis, spousal protection, and asset repositioning that clear Nassau County reviewers.

Special Needs Trusts counsel for Nassau County families
Special Needs Trusts

Special Needs Trusts in Manhasset to Protect Inheritances Without Losing Benefits

First-party d4A and third-party structures that preserve SSI and Medicaid while supplementing quality of life.

Guardianship counsel for Nassau County families
Guardianship

Adult Guardianship in Manhasset for Families Facing a Loved One's Sudden Incapacity

Article 81 petitions in Nassau County Supreme Court when a power of attorney or informal support is no longer enough.

Elder law document review with a Manhasset family
Where Plans Fail

The Document Gap That Turns Estate Plans Into Probate Problems for Seniors

Estate plans fail when powers of attorney are rejected by banks, beneficiary forms contradict trust instructions, or deeds remain unrecorded. The documents look complete until someone tries to use them.

  • Execution Defects: Unsigned health care proxies leave families powerless.
  • Beneficiary Misalignment: IRA designations contradict trust instructions completely.
  • Deed Title Gaps: Life estate never recorded, triggering probate.
  • POA Rejection Risk: Pre-2021 forms fail at Nassau banks.
  • Trust Funding Failure: Assets titled individually bypass estate plan.
What Elder Law Includes

What Elder Law and Long-Term Care Actually Include for Aging Families

Before committing to this, one thing is worth saying plainly: elder law is not estate planning with a different label. The work overlaps, but the focus shifts entirely, from distributing assets after death to preserving them during life while navigating eligibility rules that penalize families who plan too late or execute documents that no longer match current New York law.

The families who wait until a parent is hospitalized discover that half the planning tools require capacity to execute. The irrevocable trust that could have protected the Manhasset home five years ago cannot be funded now, and the lookback period in Nassau County applies retroactively to every transfer made without legal structure.

  • Medicaid Planning: Structuring assets to preserve home equity.
  • Advance Directives: Executing durable power of attorney documents correctly.
  • Guardianship Alternatives: Avoiding Article 81 through proactive planning.
Family reviewing Medicaid planning documents
Why Families Miss Steps

Why Do Most Families Miss Critical Steps When Planning for Long-Term Care?

Care needs do not plateau. A parent who needs help with bills in January may need full nursing facility placement by June, and the legal tools that worked in the first scenario fail completely in the second. Advance healthcare directives and properly drafted powers of attorney create the authority to act when capacity declines, but only if they were executed before the crisis arrived.

If you have ever watched a parent's condition worsen faster than anyone expected, you already know what happens when the legal framework cannot keep pace. The health care proxy sits unsigned. The Medicaid trust was never funded. The family discovers that the plan they thought was complete covered only the scenario they hoped would never change.

The families who call after hospitalization discover that half the protective tools require capacity to execute, and the other half require years of advance planning to work.

  • Capacity Timing: Most families wait until a parent can no longer sign documents legally or understand instructions.
  • Institutional Look-Back Exposure: While New York does not penalize asset transfers for Community (home-based) Medicaid, uncompensated asset movements trigger a strict sixty-month look-back window for Institutional (nursing home) coverage, creating immediate funding gaps if executed improperly.
  • Income Shelter Gaps: Excess income disqualifies community Medicaid applicants who never learned that pooled income trusts existed before applying.
  • Deed Title Assumptions: Homes titled jointly with children create unintended gift tax consequences and Medicaid transfer penalties simultaneously.
Our Partners

Counsel rooted in Manhasset, trusted across the North Shore.

Two partners. One standard of care. Every plan is drafted, reviewed, and signed under their direct guidance.

Portrait of Paul P. Marchese, partner at Marchese & Maynard LLP
Partner

Paul P. Marchese

A trusted counselor to North Shore families for more than three decades, Paul guides clients through estate planning, trusts, and probate with the patience and precision that complex family wealth demands.

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Portrait of Robin S. Maynard, partner at Marchese & Maynard LLP
Partner

Robin S. Maynard

Robin brings decades of experience and a client-centered approach to elder law, Medicaid planning, and guardianship matters, advocating for families during the most consequential transitions of their lives.

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Client Stories

Families who can finally rest easy.

★★★★★4.7 Google rating
Verified Google Reviews
Read all 27+ on Google
★★★★★
Robin and Paul walked our family through a trust restructure after my father's stroke. They explained every clause in plain language and the Nassau County Surrogate filings closed without a single delay.
Elizabeth H.via Google
★★★★★
We finally have a real estate plan, not a binder collecting dust. The team made sure our co-op shares were actually transferred into the trust. Worth every minute of the consultation.
Michael D.via Google
★★★★★
After two other attorneys gave us conflicting Medicaid advice, Marchese and Maynard laid out the lookback timeline on paper and built a plan that protected our home. Calm, precise, and patient.
Susan R.via Google
★★★★★
Probate could have been a nightmare. They handled the executor paperwork, creditor notices, and a contested distribution without us ever having to argue with family. Genuine pros.
Anthony P.via Google
★★★★★
Paul drafted our wills, healthcare proxies, and powers of attorney in a single afternoon, and the bank accepted the POA without a single follow up call. That alone tells you they know what they are doing.
Christine M.via Google
★★★★★
Trusted, local, and responsive. Robin took my call on a Friday afternoon when I was panicking about my mother's nursing home admission. By Monday we had a clear plan and the right documents in motion.
Joseph V.via Google
Frequently Asked

Questions, answered plainly.

What is the average cost of an elder law attorney?

Attorneys structure fees differently depending on the work. Document preparation, such as powers of attorney or health care proxies, often runs on a flat basis. Medicaid planning that involves asset restructuring, deed revisions, or trust amendments typically bills hourly because the scope expands as the asset picture clarifies. Guardianship proceedings and contested capacity hearings add court time and expert coordination, which increases total engagement cost. Families in the Manhasset area sometimes assume elder law is priced like a simple will, but the work addresses moving financial and medical variables rather than static distribution instructions.

What are the biggest elder law mistakes?

Families lose the most ground when they delay until a diagnosis forces action. A parent with moderate dementia cannot legally sign a power of attorney, health care proxy, or deed transfer. We see this in Manhasset constantly: adult children arrive after a stroke or fall, holding documents they printed from the internet, only to learn their parent can no longer execute them. At that point, guardianship becomes the only path forward, and it is expensive, public, and slow.

The second mistake sits in asset movement. Parents gift money to children or retitle the home without recognizing that these transfers trigger lookback scrutiny. A seemingly helpful gift made four years ago can disqualify someone from coverage when they need it most. Marchese & Maynard, LLP works backward from the care need to identify what was moved, when, and whether it creates exposure.

The third error is document age. Powers of attorney executed before recent statutory updates fail at financial institutions across New York, leaving families unable to access accounts or pay bills during a crisis. We audit existing documents for enforceability and update them before they are tested in an emergency.

What should I not withhold from the attorney?

Withholding financial history, prior transfers, or family conflict from your elder law attorney creates planning gaps that surface during Medicaid review or guardianship proceedings. Full disclosure allows us to structure compliant solutions rather than repair avoidable problems.

  • Informal Transfers Already Made: A parent who gave a car to a nephew or paid off a daughter's mortgage two years ago may not think of it as a transfer requiring disclosure. We review every asset movement within the lookback window because Medicaid does, and penalty calculations hinge on amounts and timing we cannot reconstruct from silence.
  • Family Disputes Over Care or Money: When siblings disagree about whether a parent should stay home or move to assisted living, or when one child controls the bank account and another questions the spending, those conflicts determine whether joint decision-making tools will function or fail. We design around known friction, not around the version of family harmony presented in the first meeting.
  • Income Streams Beyond Social Security: Pension payments, rental income from a second home, annuity distributions, or veteran benefits all affect Medicaid eligibility calculations and income shelter strategies. A client who mentions only Social Security because the other income seems minor leaves us planning with incomplete numbers that collapse during the application.
  • Prior Legal Documents Executed Elsewhere: A power of attorney signed in Florida in 2015, a trust created by a different attorney that was never funded, or a health care proxy completed at a hospital but never updated all interact with current planning.
When should you hire an elder law attorney?

Hire an attorney when a parent is still competent, but health changes are visible. Waiting until after a stroke, dementia diagnosis, or hospital admission eliminates most planning tools. Attorneys cannot execute powers of attorney or restructure assets once capacity is lost. Families who wait often face guardianship proceedings that cost more and deliver less control than proactive planning would have. The right time is before the crisis, not during it.

Is an elder law attorney worth it?

The question assumes you are comparing the attorney fee to doing nothing, but that is not the actual trade. You are comparing the fee to the cost of missing a sixty-month lookback window, losing a home to estate recovery, or watching a parent's assets spend down in eighteen months instead of being structured to last years. Attorneys who focus on elder law work through Medicaid applications, deed corrections, guardianship alternatives, and advance directive execution daily. They catch the income shelter gaps and beneficiary misalignments that families miss because they do not know the questions to ask.

Worth is a function of timing and exposure. Families who engage counsel while a parent still has capacity and before transfers trigger penalties avoid the costliest failures. Families who wait until a nursing home admission is imminent pay more and have fewer options.

Areas We Serve

Accessible Elder Law Coverage Across Manhasset and Nassau County

Marchese & Maynard, LLP serves families throughout Manhasset and surrounding Nassau County communities, providing elder law and long-term care planning directly at clients' homes. From Plandome to Great Neck, Port Washington to Roslyn, the team reaches North Shore families via Northern Boulevard, the Long Island Expressway, and Shelter Rock Road. Initial consultations typically occur within seven business days of first contact, with follow-up meetings scheduled around family availability and care transitions.

Service area coverage

  • Serving Manhasset, Great Neck, Port Washington, Roslyn, Plandome, and surrounding Nassau County communities
  • Accessible via Northern Boulevard, Long Island Expressway, Shelter Rock Road, and Port Washington Boulevard
  • Coverage extends west to Great Neck Plaza and east through Roslyn Heights along the North Shore corridor
  • Home consultations, document execution, and care coordination meetings conducted at clients' residences
Book Free 30 Minute Consult

Free Consultation

Protect what you've built. Start with one conversation.

We meet families in Manhasset, at hospitals, at care facilities, or by video, whichever keeps the plan moving without adding stress.

Marchese & Maynard LLP counsel for Nassau County families