Lake Success

Lake Success clients have access to our full suite of elder law and estate planning services: Revocable and Irrevocable Trusts; Medicaid Asset Protection Trusts for long-term care planning; comprehensive Wills and Probate Administration; Powers of Attorney for financial decision-making; Healthcare Proxies and Living Wills; Special Needs Trusts for disabled family members; Estate Tax Planning to optimize tax efficiency; and Inheritance Protection Trusts to secure future generations. We serve business owners, retirees, and families navigating complex situations. Our Lifetime Estate Planning Process includes free consultations, complimentary three-year plan reviews, and ongoing adjustments as tax law and your circumstances evolve. Call 1-800-500-2525 to discuss your specific situation.

Lake Success families often approach Medicaid planning with sophistication and foresight. We help high-net-worth individuals and families structure assets to qualify for Medicaid benefits when needed while preserving wealth for heirs. We establish Medicaid Asset Protection Trusts for advance planning; guide families through detailed Medicaid applications; explain look-back periods and transfer penalties; and explore strategies to maximize asset protection within New York law. We also help you plan for Community Medicaid (home care aides) and Chronic Care Medicaid (nursing facilities). Whether you’re planning years in advance or facing an immediate care need, we approach each case with the thoroughness it deserves. Our Lake Success office combines estate planning expertise with deep Medicaid knowledge.

Absolutely. Call our office at (516) 327-8880 or reach our main line at 1-800-500-2525 or visit trustlaw.com to arrange your free consultation. Your initial session includes: evaluation of your current documents; discussion of your assets, family, and estate objectives; answers to all your planning questions; a complimentary copy of our “Guide to Protecting Your Future”; and access to our educational video. Two to three weeks later, we offer a second free meeting to review detailed recommendations and present a written fee proposal. There’s no obligation at any stage, and you pay only when your plan is complete and you’re satisfied with our work.

Please park on the East side of the building. We are the first door on the left when you come in. For detailed directions to our Lake Success office location, address, and parking information, please call our main line at 800-500-2525 or visit trustlaw.com. Office hours are Monday–Thursday 9:00 AM – 5:00 PM and Friday 9:00 AM – 1:00 PM. We’re committed to making your first visit convenient.