Nassau County Estate Planning and Elder Law Attorney
Denis Brody, Attorney and Certified Public Accountant
A Law Firm Dedicated to helping Families and the Elderly provide for their loved ones
How can I protect my assets if I have to go into a nursing home?
How can I pass my assets to my loved ones with the least amount of taxes?
Can I avoid the hassles of Probate when I die?
What happens if either I or my children become sick or disabled?
For over thirty years, Denis Brody has been a respected attorney and CPA who has devoted his practice assisting hundreds of families and the elderly in all aspects of Estate Planning, Asset Protection, Medicaid Planning, Elder Law, Probate, Special Needs Planning, Long Term Care Planning and Business Succession. We provide the full range of specialized Estate Planning and Elder Law services and strategies to help construct and implement a customized Estate Plan for each client’s individual needs for themselves, their families and/or elderly loved ones, in a caring, professional and cost effective way. These services include:
- Estate Planning for the Elderly, the Disabled and their Families, including Wills, Probate and Estate Administration
- Medicaid Eligibility and Planning, including Medicaid Crisis Planning
- Asset Protection
- Powers of Attorney, Wills, Living Wills and Health Care Proxies
- Special Needs Trusts to Plan for Children and Adults with Disabilities
- Preparation of Trusts, including Revocable Trusts, Irrevocable Trusts, Irrevocable Life Insurance Trusts, and Medicaid Qualifying Trusts
- Real Estate Transactions as part of Estate Plans
- Business, Commercial and Tax Law
- Estate and Will Contest Litigation
- Gift Giving and Charitable Planning & Trusts
- Family Business and Succession Planning
- Using Family Limited Partnerships to Pass Wealth to the Next Generation
- Using Credit Shelter & Marital Deduction Trusts to Maximize Estate Tax Exemptions
- Retirement Planning
- Using Tax Favored Specialty Trusts to Reduce Estate Values
- Preparation of Estate and Fiduciary Tax Returns
Our firm strongly believes that every estate regardless of size is important to each client. We will help you set up an Estate Plan that not only helps to minimize taxes, but also guarantees that your wishes are honored and that all of your assets that you worked hard throughout your lifetime to accumulate are protected and properly distributed and to ensure that your loved ones will be properly cared for.
Having the distinction of being both an attorney and a CPA is a benefit to his clients when assets are being transferred from one generation to another. His extensive background and expertise in all areas of taxation enables him to be able to consider the tax ramifications when identifying, planning and setting up an Estate Plan.
It is always important to consider as part of your Long Term Care Planning such things as estate taxes, capital gains taxes, income taxes, and how your estate will be taxed on your death. How the estate plan is constructed will impact on all of the aforementioned taxes. Many of our clients are also concerned with the cost of probate. To avoid probate, we use a variety of trusts that avoid the necessity of probate. Where probate is required, our firm handles all aspects of probate and estate administration.
Our firm is proficient in the use of such tax related entities as charitable remainder trusts, and family limited partnerships. We use credit shelter trusts to maximize the transfer of assets to heirs at the least amount of estate tax and irrevocable life insurance trusts to keep the proceeds of life insurance policies from being taxed as an asset of the estate. The proceeds of the Life Insurance policies are then distributed among your heirs for their support, education, etc. and to protect those funds from creditors and other third parties.
We also create Special Needs Trusts for you or your children in the event that either of you become sick or disabled including New York State Pooled Trusts in the event that your income is too high to qualify for Medicaid Home Care.
One of the most serious problems our elderly clients face is the possibility that they may be placed in a nursing home at a cost that will substantially deplete their assets. A major part of our Elder Law Practice is protecting those assets through the use of certain trusts such as Medicaid Qualifying Trusts and while still allowing our clients to qualify for Medicaid Nursing Home Coverage. We help protect the assets of individuals who need nursing home care but have too much income or assets to qualify for government programs. We also realize that many clients prefer to stay in their own home rather than a nursing home so we can also facilitate Medicaid Home Care as well. It is never too late to set up a plan, but because transfers may cause periods of ineligibility it is best to start the plan as soon as possible, especially in light of the Deficit Reduction Act signed by President Bush in Feb. 2006.
Besides planning and implementing estate plans for succession of ownership and control of family business, our firm is experienced in all aspects of Business, Commercial and Real Estate Law including incorporations, dissolutions, partnership agreements, business purchases, and sales, buy and sell agreements, contracts, commercial and residential real estate sales, financing and leasing matters.
We are considerate of our clients needs. We respond to all calls and correspondence promptly. We take into consideration that certain deadlines and unexpected emergencies arise and we help our clients meet these needs. We are here for our clients as their lives change and different services need to be provided.
Mr. Brody meets with each client personally and is readily accessible by telephone to answer all questions and clarify concerns. He offers a free consultation at his office, your home or any other location that is convenient for you. Evening and weekend appointments can be arranged. Major credit cards accepted.
If you or a loved one needs legal counsel of an experienced estate planning and elder law attorney in Nassau County, Suffolk County, Queens County or throughout the State of New York, please call Denis Brody, Esq; CPA at 866-435-4053, or complete the contact form provided on this site to schedule your free consultation.
Practice Areas and Legal Definitions
New York laws and procedures related to estate planning and elder law issues are complicated and require a skilled estate planning elder law attorney to properly navigate through the process. Denis Brody, Esq., CPA is a staunch advocate and an experienced attorney who will help you and your family minimize taxes and maximize the protection of your assets. Attorney Brody delivers personalized attention to his clients and provides estate planning, elder law planning, business law, tax law and real estate law advice and legal solutions related to the following issues:
Estate Planning:
Estate planning is a process to consider alternatives for, to think through, and to set up legally effective arrangements that would meet your specific wishes if something happens to you or those you care about. Good estate planning is more than just a simple Will. Estate planning also typically minimizes potential taxes and fees, and sets up contingency planning to make sure your wishes regarding health care treatment are followed. On the financial side, a good estate plan coordinates what would happen with your home, your investments, your business, your life insurance, your employee benefits (such as a 401K plan), and other property in the event you became disabled or if you die. On the personal side, a good estate plan includes directions to carry out your wishes regarding health care matters, so that if you ever are unable to give the directions yourself, someone you select would do that for you, and know when you would want them to authorize heroic measures and when you would prefer they pull the plug.
Wills:
A Will is a written instrument containing directions for how the property of the person making the Will (called the testator) shall be divided on his or her death. State law generally requires that the Will be signed by the testator and by at least two witnesses who have no interest in the property passing under it. The testator must state in the presence of the witnesses that the instrument is his or her Will. He or she must also be competent (not insane, senile or mentally disabled) and not acting under duress or under the controlling influence of any person. A signed instrument purporting to be someone’s Will is not officially recognized until the court having jurisdiction over the instrument declares it to be a valid Will after examining it and the circumstances surrounding its execution. The process by which a court determines whether a Will is valid is known as probate.
Probate:
At death, your will goes through probate. Probate simply means the process by which your last will is determined to be your final dispositive statement and which confirms the appointment of the person or institution you have named to administer your estate. The term probate is also used in the larger sense of probating your estate. In this sense, probate means the process by which assets are gathered, applied to pay debts, taxes and expenses of administration, and distributed to those designated as beneficiaries in the will. The executor or personal representative named in the will is in charge of this process, and probate provides an orderly method for administration of the estate.
Elder Law
Elder law is the area of law, statutes, regulations and decisions which impact the lives of older Americans and their families. Elder law covers all elder care planning issues, such as:
- Disability planning - including use of durable powers of attorney, living trusts, living wills, medical directives and advanced directives, and other means of delegating management and decision-making to another in case of incompetence or incapacity.
- Coordinating private and public resources (including income assistance benefits) to finance the cost of care and to permit access to the appropriate type of medical and personal care including home health care, nursing home care, hospice and respite care.
- Conservatorships and Guardianships.
- Estate planning, including planning for the management of one's estate during life and its disposition on death through the use of trusts, wills and other planning documents.
- Preservation/transfer of assets seeking to avoid spousal impoverishment when one spouse enters a nursing home.
- Medicaid planning.
- Medicare claims and appeals.
- Social security disability claims and appeals.
- Supplemental and long term health insurance issues.
- Probate issues.
- Administration and management of trusts and estates.
Asset Protection:
Asset protection planning involves applying a lawful series of techniques that protect your assets from claims of future creditors. The techniques are designed to deter potential creditors from going after you--generally by making it difficult or impossible for future creditors to secure your assets or collect judgments. There is a dividing line, however, between asset protection planning, which is legal, and actions to defraud creditors, which are criminal. For that reason, it is essential to have an experienced estate planning attorney guide you through the process.
In cases where significant sums are involved, asset protection planning often includes setting up a series of trusts, partnerships and/or off-shore entities to hold legal title to your assets. A future creditor who recognizes how difficult it would be to collect on any judgment it may win, might decide it makes little sense to pursue a claim, and/or be willing to settle for a substantially lesser amount than once commanded.
Family Trusts:
A trust is a fictitious legal entity that owns assets for the benefit of a third person (beneficiary). The Grantor of the Trust is the person who set up and gave money to the Trust. The Trustee of the Trust is the person charged with keeping the assets safe, invested properly, and finally distributed to the Beneficiary at the proper time. The Grantor can pretty much decide how the money must be kept (in interest bearing accounts, in real estate, or only in government insured FDIC accounts, etc.), and when it may be distributed (when the beneficiary is 18 years old; or one half when the beneficiary turns 18 and the other one half when the beneficiary turns 21, etc.). The Grantor of the Trust can also be the Trustee of the Trust, if the Grantor decides to set the Trust up in such a manner (e.g., Grantor sets him/herself up to be the Trustee of a Trust for his/her child).
Family Limited Partnerships (FLP):
A Family Limited Partnership is a popular way to pass wealth to future generations. The Donor can transfer ownership of his business or other property to his heirs while keeping control of his property and reduce estate taxes. The Donor retains the majority interest in the Family Limited Partnership (FLP). Perhaps 90%, in which event, the Limited Partners hold a minority interest of 10%. In the estate of the donor, the estate is entitled to discount the value of the Donors interest in the FLP because it is only a minority interest, and therefore, less valuable, and the estate is also entitled to a discount for lack of marketability of this interest. This discount can be 25% or more.
Limited Liability Company (LLC):
A Limited Liability Company (LLC) is a type of business organization that only recently came into existence. It combines the limited liability of a corporation with the sometimes favorable tax status of a sole proprietorship or a partnership. Owners of an LLC are called members. An LLC may be run by a manager appointed by the members, or it may be run directly by the members, in which case each member functions as manager of the business.
An LLC offers primarily two benefits. First and foremost, an LLC provides the members protection from personal liability. Additionally, an LLC provides for pass through taxation. An LLC is similar to a corporation because it has: (i) limited liability; (ii) free transferability; and (iii) perpetual existence. The taxation of a limited liability company is comparable to an S corporation or partnership. However, unlike an S corporation an LLC can have an unlimited number of owners, or "members,” and there are no restrictions on who may be an owner.
Estate Taxes:
Federal Estate Taxes are only charged against Estates with assets exceeding $1 million in value (2002 and 2003). If you think your Estate will exceed $1 million at the time of your death (or $2 million if you are married), the following general tips can be used to reduce death (estate) taxes by lowering the value of your Estate at the time of your death. This amount that is exempt from Federal Estate Tax increases to 1.5 million in 2004 and 2005 (3 million if you are married); 2 million in 2006 through 2008 (4 million if you are married); 3.5 million in 2009 (7 million if you are married) and then in 2010 there is no federal estate tax. However in 2011 the Federal Estate Tax is returned to the 2002 level.
Estate Tax Returns:
The money and property you own when you die (your estate) may be subject to federal estate tax. Most estates are not subject to the tax. Only about 2% of all estates are subject to the estate tax. An estate tax return generally will not be needed unless the estate is worth more than the applicable exclusion amount for the year of death. The estate tax is technically a tax on the transfer of property to others, generally to children of a decedent.
Estate taxes are different from, and in addition to, probate expenses and final income taxes owed on income the decedent earned in the year of his or her death. They also are separate from inheritance taxes that are collected by some states.
Most states impose their own estate taxes, usually as a "sponge tax" that piggybacks on the federal estate tax. The federal estate tax allows each estate a tax credit for any state inheritance or estate taxes paid, up to a maximum dollar amount.
Testamentary Trusts
A Testamentary Trust is a trust created in someone’s Last Will and Testament. It could be a Credit Shelter Trust which is used to maximize the Federal estate tax exemptions, a QTIP Trust which gives all of the income to the souse and satisfies the spouse’s right of election, or any other type of trust including Special Needs Trust.
Irrevocable Life Insurance Trusts
This type of Trust is set up to own live insurance policies and also to act as beneficiary. When the insured dies, the Life Insurance proceeds are paid into this Trust free of tax. The Trust then distributes the proceeds in accordance with the Trust’s term to the designated beneficiaries.
Advanced Directives for Medical Treatment:
An advanced directive is a document which allows you to express whether or not you wish to be given life-sustaining treatments in the event you are terminally ill or injured, to decide in advance whether you wish to be provided food and water via intravenous devices ("tube feeding"), and to give other medical directions that impact the end of life. It can also express your preferences as to treatment using life-sustaining equipment and/or tube feeding for medical conditions that leave you permanently unconscious and without detectable brain activity. This is a very important aspect of planning that can ease the anxiety and burdens on your family if something happens to you, as they will not have the anxiety of wondering what actions you would want them to take and they will not need to argue themselves amongst themselves about your medical decisions. Attorney Denis Brody can guide you through the legal steps needed to ensure that your wishes are known and followed.
Powers of Attorney:
Powers of Attorney are governed by the law of agency, a branch of common law concerned with the delegation of power from one person, generally called the principal, to another, called an attorney-at-fact or agent. When a person becomes incapacitated, the government or the court often steps in and appoints someone to represent and make legal decisions that the person would have to take. One of the ways to avoid government or court intervention, and the appointment of a stranger to act as your guardian, is to use a Power of Attorney. A Power of Attorney is a written document stating that one person gives to another the full power and authority to represent him or her. It must be signed by both the attorney and the principal, witnessed by two people and notarized.
Will Contest Litigation:
A Will Contest is a type of litigation that challenges the admission of a Will to probate. Issues that are likely to spur the contesting of a Will include:
- the testator lacked mental capacity, i.e. was senile, delusional or of unsound mind at the time the documents were created;
- the testator was subjected to fraud, coercion or undue influence during its creation and implementation;
- there are ambiguities in the document or
- the Will is a forgery or does not conform to legal requirements as to the number and nature of the witnesses.
If the Will is thrown out, the court, depending on state law and the specific facts and circumstances may disallow only the part of the Will that was challenged; throw out the entire Will, distributing the property as if the person died without a Will or use the last previous Will.
Estate Litigation:
Estate litigation is a legal dispute usually initiated by someone who feels they did not receive all they were entitled to in a Will. Wills can be challenged if it is suspected that the Will is not legally valid or if the person who was writing the Will was wrongly influenced while creating it.
Private Annuities & Charitable Trusts:
In a private annuity trust, an owner transfers property to an irrevocable trust in exchange for a promise to make prescribed payments to the owner for his or her lifetime. The trust then sells the property to a third party, the proceeds of which are invested to provide the payments promised to the owner. On death, the remainder of the trust estate typically passes to the heirs of the property owner. The trustee must be someone other than the property owner.
A charitable trust is somewhat similar to a private annuity trust, except that the owner transfers property to an irrevocable trust of which one or more charitable organizations will be beneficiaries. The type of charitable trust most likely to be used is a charitable remainder trust, in which the owner retains an income interest for his or her lifetime. The property can be sold by the trustee and the proceeds invested to provide the payments to the owner. On death or after a specified term of years, the remainder of the trust estate passes to one or more designated charitable organizations. Unlike a private annuity trust, the trustee can be the property owner.
Final Arrangements:
It is a way to express your death and burial preferences in writing. What you choose to include in your final arrangements document is a personal matter. A typical final arrangements document may include:
- The name of the mortuary or funeral home that will handle burial or cremation
- How your remains will be transported to the cemetery/memorial park and gravesite
- Whether or not you want to be embalmed
- Details of any ceremony you want before the burial or cremation
- Who your pallbearers will be (if you want any)
- Type of casket or container in which your remains will be buried or cremated, including whether you want it present at any after-death ceremony
- Details of any marker you want to show where your remains are buried or interred
- Where your remains will be buried, stored or scattered
- Details of any ceremony you want to accompany your burial, interment or scattering.
Business Law
Business law encompasses rules, statutes, codes, and regulations that are established which govern commercial relationships and provide a legal framework within which business attorneys may help you conducte and manage your business.
Business law attorneys help you with every aspect of highly diverse business law including areas like: banking and finance law, business formation and organization, business negotiations, business planning, transactional business law, acquisition, merger, divestiture and sale of businesses, and business litigation, as well as environmental, intellectual property, labor and civil law areas.
Tax Law
Tax law involves the taxation of income (corporate and personal), and real or personal property acquired through personal and professional efforts. In addition to income tax, there is employment tax, excise tax, sales tax, gift tax, inheritance tax, capital gains tax, property tax and many other areas of taxation. U.S. tax law is divided into federal tax, state tax and local tax (counties, cities, and other municipalities). There are also foreign tax laws, as well. The federal government and the state governments each have tax laws that are independent, and in some cases, different from one another. The more assets an individual owns, the more complicated the tax law becomes.
Tax law affects most areas of life. There are even forms of taxes that are imposed on an individual's assets and property at the time of death—death tax. These include estate tax, gift tax and inheritance tax, among other forms. An estate tax is a tax levied upon the decedent's entire estate, regardless of how it is disbursed, before any transfers take place. An alternative form of death tax is an inheritance tax, a tax levied on individuals receiving property from the estate. Many people try to avoid estate and other forms of death taxes by transferring assets before death. Gift tax laws were designed to prevent complete tax avoidance by this route. The Federal estate tax is integrated with the Federal gift tax, so that large estates cannot be shielded from taxation by lifetime giving. Many states also impose an estate tax.
Real Estate Law
Real estate transactions are governed by federal statutes, as well as state statutory and common law. Real estate law encompasses these state a statutes and laws, as well as property law matters. Real estate law includes a wide variety of legal issues relating to acquiring, financing, developing, managing, constructing, leasing and selling commercial and residential real property of all kinds.
If you or a loved one needs legal counsel of an experienced estate planning and elder law attorney in Nassau County, Suffolk County, Queens County or throughout the State of New York, please call Denis Brody, Esq; CPA at 866-435-4053, or complete the contact form provided on this site to schedule your free consultation.
Frequently Asked Questions
The following information includes frequently asked Elder Law questions. The answers stated are general in nature and are not intended to apply to every situation. Each case is different and carries its own set of circumstances which must be taken into consideration by competent legal counsel. For a personal consultation regarding your specific case, please call Attorney Denis Brody today at 866-435-4053, or complete the contact form provided on this site to schedule your free consultation.
Should I have an estate plan?
You should have an estate plan if: You are the parent of minor children; you have property that you care about; or you care about your health care treatement. If you do not have minor children, do not care about your property, and have no concerns about your health care treatment, then you do not need an estate plan. But if you meet any of these categories above, you should have an estate plan.
How can an estate plan prevent a conservatorship proceeding?
An estate plan uses several tools that can prevent the court from gaining jurisdiction over your affairs:
- A Living Will or Directive to Physicians is used to determine if artificial life support systems are to be used or withheld.
- A Durable Power of Attorney for Health Care is used to provide authority to a person, in whom you have the utmost trust and confidence, to make decisions regarding health care treatment when you are unable to provide informed consent.
- A Durable Power of Attorney for Property enables you to authorize a person to act in your place and stead in the event of your incapacity; this attorney-in-fact can manage your financial affairs without the need to have intervention by the courts.
- A Trust or Family Limited Partnership is used to hold property; the Trustees or Partners manage the property held by either of these entities. Both the Trust and the Family Limited Partnership continue to manage the property even if you are incapacitated.
Thus, a properly prepared estate plan can enable you to avoid a Conservatorship proceeding over your estate. Compared to the cost of a Conservatorship proceeding, an estate plan can be very attractive.
When should I start my estate plan?
The only time that you can prepare and implement an estate plan is while you are alive and have legal capacity to enter into a contract. If you are unable to manage your own affairs or suffer from some other disability which affects your legal capacity, your estate plan may be effectively challenged by those who assert that you lacked capacity at the time the documents were created, that you were subjected to fraud, coercion or undue influence during the creation and implementation of your plan.
Why should I have advanced medical directives in place?
The purpose of and Advanced Directive for medical care is to allow you to express your preferences concerning medical treatment at the end of your life. By expressing such preferences in a written legal document, you are ensuring that your preferences are made known. Physicians prefer these documents because they provide a written expression from you as to your medical care and designate for the physician the person he or she should consult concerning unanswered medical questions. Rather than the physician having to obtain a consensus answer from your family as to your treatment, the physician knows your preferences and knows who you want to provide decisions when you cannot do so.
These documents provide your expressed wishes, rather than making the family guess your desires. Making your wishes known in advance prevents family members from making such choices at what is likely one of the most stressful times in their lives. Further, providing such information and designating a health care proxy means that the physician knows whose direction is to be followed in the event your family disagrees as to what medical treatment you would want.
Who should make a Will?
Each year a large number of people die without Wills leaving major decisions in the hands of the state. Every adult person should seriously think about making a Will. Wills are especially important for parents of children who are under eighteen, since they can name a guardian in a Will and make arrangements for the children`s financial support.
When should you change your Will?
You should always review and, where applicable, change your Will after any material change of circumstances relating to your family status (i.e., marriage, divorce, birth or adoption of a child, etc.). For example, most state`s laws presume that if your Will was prepared before you got married, that you simply forgot to include your spouse. If you die before changing your Will, your spouse would be awarded the share he/she would have received had you died intestate (without a Will) because by law your spouse is considered a pre-termited heir. This could have a terrible and unexpected effect if, for example, you intended to leave your estate to a friend or relative who needed the monies or to your favorite charity because you and your spouse were already well off. If you die without changing your Will, your spouse would receive all of your property and the intended beneficiary none.
What are some of the disadvantages of using preprinted Will forms?
Preprinted will forms usually do not fulfill the needs of the person writing the will. Also, if part of the form is preprinted, part of it is typed and another part of it is handwritten someone might be able to contest the will claiming part of it had been forged. This is because any change in a will leaves room for doubt as to whether the testator, who is the person writing the will, made the changes or if someone else did. People tend to cross out, delete or add words to these preprinted forms. It can be hard to ascertain who made these changes and why. This problem also puts the will in jeopardy of being contested. Also, these preprinted forms are general forms and do not take into account the specific needs of the estate. Therefore, property may accidentally be left out, inheritors might not be included, and possible tax advantages not taken into account.
What should I do with my Will after I sign it?
You will need to place the original Will in a safe place, and make several other copies to give to friends and/or family members for safekeeping in case the original gets lost. The important thing to remember is to keep at least one copy of your Will in a safe place your attorney and/or chosen executor can readily access, in case the original cannot be found. A good place to keep a Will is in a bank safe deposit box or at some other institution where there is less chance of your Will catching fire, being stolen or otherwise getting destroyed.
What is a Living Trust?
A Living Trust is an effective way to provide lifetime and after-death property management and estate planning. When you set up a Living Trust, you are the Grantor; anyone you name within the Trust who will benefit from the assets in the Trust is a beneficiary. In addition to being the Grantor, you can also serve as your own Trustee (Original Trustee). As the Original Trustee, you can transfer legal ownership of your property to the Trust. While this can save your estate from estate taxes when you die, it does not alleviate your income tax obligations.
Within a Living Trust you must provide the name of a Successor Trustee who will take over the management of the Trust if you die or become incapacitated. You don`t have to go through the court to appoint a successor trustee. After your death, your Successor Trustee either terminates the Trust and distributes the assets to the beneficiaries you named in the Trust, or he/she continues to maintain the Trust on behalf of your beneficiaries, depending on the terms of the Trust.
What is a Spendthrift Trust?
A Spendthrift Trust helps to protect the beneficiary from creditors. Most of the assets in the Trust will pretty much be safe from banks or creditors. However, creditors can still collect any money paid directly to the beneficiary from the Trust. If you think that your beneficiary could have problems with creditors, you can give the Trustee broad control over the Trust. The Trustee may be instructed by the Trust to withhold income and/or principal from the beneficiary.
For maximum effectiveness, a Spendthrift Trust should be irrevocable. It must also give the Trustee full discretion over the assets of the Trust, so the Trustee will have full power in deciding when and how much money should be given to your beneficiary.
Professional Profile
Denis Brody, P.C. is an established, well respected law firm committed to providing the highest level of legal counsel in the areas of Estate Planning, Probate, Estate Administration, Elder Law, Business Law, Tax Law and Real Estate Law. Our goal is to assist families and the elderly in developing and implementing estate plans that avoid probate, plan for the possibility of long term care, protect assets if a nursing home is needed, medicaid eligibility planning and special needs planning. We draft Wills, Trusts, Powers of Attorney and Health Care Proxies. He also assists clients with the formation of corporations, Limited Partnerships, Family Limited Partnerships and Limited Liability Companies, as well as the acquisition, operation and sale of businesses. Additionally, he helps clients with the negotiation and preparation of commercial leases, as well as the sale or purchase of residential and commercial properties. Mr. Brody has the distinction of also being a CPA.
Attorney Brody offers a free consultation at his office, your home or any other location that is convenient for you. We provide the highest level of personal service at reasonable prices, including flat fees. Evening and weekend appointments can be arranged.
Major credit cards accepted for payment.
FIRM ADDRESS:
Denis Brody, Esq., CPA
Law Offices of Denis Brody, Esq., CPA
333 Jericho Tpke Suite #236
Jericho, New York 11753
Telephone: 866-435-4053
Fax: 516-932-5725
PRACTICE AREAS
Estate Planning
New York Elder Law
Asset Protection
Long Term Care Planning
Administration and Probate
Business and Corporate Laws
Tax Law
Real Estate and Commercial Law
EDUCATION:
Hofstra University Graduated in 1959 with a BBA Degree in Accounting
Brooklyn Law School Graduated May 1966 with a JD Degree in Law
BAR AND COURTS ADMITTED:
Admitted to the New York State Bar in 1967
Admitted to Eastern District of the United States Federal Court System in 1968
Admitted to United States Taxes Court 1985
Licensed to practice Law in New York State
Licensed to practie Accounting as CPA in New York State
Member of Elder Law Section of the New York State Bar Association
National Academy of Elder Law Attorneys (NAELA)
New York Academy of Elder Law Attorney (NYELA)
Nassau County Bar Association
American Association of Attorney - Certified Public Accountants
COMMUNITY INVOLVEMENT
Attorney Brody lectures frequently to civic groups, colleges and senior centers throughout Long Island
Attorney Brody offers a free copy of his printed lecture outline entitled “Current Issues in Elder Law"
Attorney Brody is available to hold Estate Planning & Elder Law seminars for interested groups.
If you or a loved one needs legal counsel of an experienced estate planning and elder law attorney in Nassau County, Suffolk County, Queens County or throughout the State of New York, please call Denis Brody, Esq; CPA at 866-435-4053, or complete the contact form provided on this site to schedule your free consultation.
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Special to The Star The beginning of September can be a time for many remembrances. For Joe Tom Sayers, of Batchawana Bay, memories evoked by Sept. 9, 2001 play a huge role in his day-to-day activities — that is the date when much-loved family member, Eddy Sayers, [...] - Biz course dream drives braveheart (The Telegraph)
Nothing could stop Ranajit Haldar from studying. Not the loss of his left eye when he was in Class VI. Not the loss of his father, in an accident, when he was in Class IX. Not the loss of his elder brother 15 days before his Madhyamik exams. - Businessman or dreamer? (Republican-American)
BETHLEHEM — Ed Mankoski says he wants to build a $54 million recreation park. He says it will help troubled children and families entangled in the judicial system. He says his father's foster parenting inspired him to improve what he sees as a flawed system. - Pat McGervey, Delegate for John McCain (The Elyria Chronicle-Telegram)
Pat McGervey Delegate for John McCain. Friday, 9/5/2008, 1:10 a.m. More later. Great excitement. Shook hands with John and Cindy McCain and Sarah and Todd Palin.Thank you Joanne Davidson for getting Ohio such great seats! __________ Thursday, 9/4/2008, 4:06 p.m. On Wednesday evening the pledge of allegiance was led by Mary Leavitt of Columbus, Ohio. There was a series of speakers [...]
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