PROTECT WHAT MATTERS
EXECUTE YOUR WILL
PRESERVE YOUR LEGACY
Welcome To
Deer Park’s Trusted Asset Protection & Estate Planning Lawyers
As we all age, we realize how important certain aspects of our lives are and how we wish to protect those we love. However, planning and protecting these crucial pieces has only gotten more difficult as time goes on, limiting the options we have to accomplish the goals we had for our future. However, there are options available to help simplify these processes and assure you are able to live the life you intended while ensuring your family is provided for.
At the Law Offices of Joanne Schlenk McAvey, PLLC, in Deer Park, NY, you will find comprehensive legal services regarding elder law, estate planning, and Medicaid Planning. It can often appear daunting when considering when to start planning for matters concerning the end of life. However, these considerations are wholly necessary to ensure that every loose end is accounted for as we all head into our twilight years.
With over three decades of specialized experience, countless clients have found the solutions they sought when planning estates, Medicaid, and even when handling probate. Having concerns surrounding the end of life is perfectly normal. However, it is a certainty everyone should prepare for to ensure the happiness and health of the loved ones around you. To begin, it is as simple as a phone call to our office in Deer Park, NY, to schedule an initial consultation to establish your goals and the options available to help you reach them.
A Tradition Of
Excellence.
Beyond Results.
Client Focused.
Results Driven.
Effective. Efficient.
Expeditious.
Experience You Need.
Results You Want.
Legal Knowledge.
Hyman Wisdom.
Making It Possible.
Our Deer Park Asset Protection Services
For Homeowners
- Qualified Personal Residence Trusts
- Umbrella Homeowners Insurance
Roth IRA Protection & Spendthrift Trusts
Irrevocable Life Insurance Trusts & Annuities
Asset Protection Trusts
Place your stocks and bonds in a domestic or offshore trust for protection from creditors.
How An Estate Plan Can Protect Your Assets In New York
Create a Will or Trust:
A will enables you to designate beneficiaries, while a trust can help avoid probate and reduce estate taxes.
Assign Power of Attorney:
Designate a trustworthy person to handle all financial and legal matters in the event you become incapacitated.
Establish Healthcare Directives:
Set up a healthcare proxy and living will to ensure all of your medical instructions are followed correctly.
Minimize Estate Taxes:
Utilizing tools like trusts and gifting strategies can reduce tax burdens on heirs.
Protect Business and Investments:
Structure ownership responsibilities to safeguard all business assets and promote continuity.
Client Testimonials
“Notably professional, compassionate and responsive are all ways I would (and have) described the legal services Joanne has provided for my Aunt and I. Of the 5 lawyers I have hired and worked with this year Joanne stood out...”
Zach Whitney
“Joanne S. McAvey has helped our family through two generations of elder care planning. Highly recommended...”
R C.
“I highly recommend Joanne McAvey if you require the services of an attorney that specializes in Estate Planning. Our experience with her was exemplary. She was able to clarify complex areas of Estate Planning law, and provide options and recommendations...”
Carol P.
Build A Retirement Income Plan Supported By Experienced Estate Planning Attorneys
Growing older brings new challenges at every stage of life,and post-retirement is no exception. Whether attempting to protect assets, distribute them, plan to sustain yourself for years to come, or simply have questions or concerns, the team at the Law Offices of Joanne Schlenk McAvey, PLLC, are ready and waiting to help. With a guarantee of personalized service, expert legal guidance, and 30 years of experience to back it up, you can rest assured you are receiving the pinnacle of legal service in Deer Park, NY.
Any Expert Elder Law Attorney can tell you just how complicated matters surrounding this stage of life can be. While the option to handle these matters independently may seem initially attractive, you can soon run into problems that cost more money and time than consulting with an attorney would have in the first place. Therefore, to ensure you have the full breadth of knowledge and expertisesurrounding every topic of law you are interested in available, hiring an elder law Attorney is the best course of action...
Providing for loved ones is a cardinal responsibility that many take on as they grow older. Whether it be children, siblings, spouses, or personal friends, what once may have only been reserved for the immediate family has expanded along with the definition of a family. For enduring care and love to be provided, ensuring your assets gained over a long life are distributed as you see fit is a consideration that is all but required in the modern era.
From powers of attorney to trusts and wills, entering the world of estate planning can be daunting. While there are endless resources online that promise quick and simple solutions, that is seldom the case. Since states and even counties hold such specific guidelines and regulations surrounding estate plans, even one misstep or inaccuracy can result in the unraveling of much of your work and potentially many of your hard-earned assets as well. To avoid this tragic possibility, a Top Estate Planning Attorney can ensure that all documentation is filed correctly the first time, as well as tailoring your estate plan to fit your unique circumstances... Learn More
Obtaining the proper Medicaid benefits can sometimes feel impossible due to the highly complicated and often shadowy handling of applications and denials. Since the situation that calls for Medicaid benefits can be challenging times in life, to begin with, hiring a Medicaid Lawyer is the best option when pursuing those benefits. Not only will they ensure your application is airtight upon submittal, but they will determine whether you meet proper criteria for the care you seek, making sure not to waste the time of anyone involved...
Contact Our Suffolk County Elder Law Attorneys
If you have found yourself in need of an attorney for elder law, Medicaid services, or estate planning, the Law Offices of Joanne Schlenk McAvey, PLLC, in Deer Park, NY, should be your first call. The expert staff and team of attorneys are unmatched in the area and will provide the pinnacle of legal service in whichever field you require. To take the first step, call our office to schedule an initial consultation. We will discuss your situation, goals in resolving it and then tailor a plan specifically for your circumstances. Time is of the essence! Call today.
How To Find Us?
Address: 1641 Deer Park Ave., Deer Park, NY 11729-5209
Phone: (631) 800-0472
Fax: (631) 243-2501
Open: (Monday - Friday): 10 AM - 5 PM
Closed: (Saturday - Sunday)
Schedule A Consultation
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Frequently Asked Question
In the state of New York, setting up an asset protection trust varies based on factors such as complexity, attorney fees, and the structure of the trust. In general, legal fees range from $3,000 to $10,000 and upwards. Additional costs that may be incurred include trustee fees, filing fees, and ongoing maintenance expenses.
Consulting an experienced attorney ensures that the trust will be appropriately structured, protecting assets from creditors, lawsuits, and Medicaid recovery – all while remaining compliant with state and federal laws.
Yes, Roth IRAs are considered part of a person’s estate and are included in the total value of the estate for both probate and tax purposes. However, when a beneficiary is designated, the funds may bypass probate and go directly to them.
While Roth IRAs aren’t generally subject to income tax when inheritance takes place, they may be counted toward estate taxes if the estate exceeds federal or New York exemption limits. By taking the proper legal steps, potential tax liabilities can be reduced.
Yes, by naming your children as beneficiaries, you may leave your Roth IRA to them. After your passing, they can inherit the account by following IRS withdrawal rules. Under the SECURE Act, non-spouse beneficiaries are required to withdraw funds within 10 years – but during this period they can enjoy tax-free growth.
If left to a minor child, they may delay withdrawals until adulthood. Strategic planning paves the way for tax-efficient wealth transfer and asset protection for all heirs.
