The DiGiorgio Law Firm, PLLC specializes in providing estate planning and elder law services to our clients, their families and their family-owned businesses.

The legal services offered by DiGiorgio Law Firm, PLLC include, *Wills and Trusts, *Estate and Tax Planning, *IRS Estate & Gift Tax Audits & Appeals, *Long Term Care Planning *Medicaid Eligibility Planning, Medicaid Recertification & Appeals, *Probate Administration, *Elder Law, *Special Needs Planning, *Guardianship Applications, *Asset Protection Planning, *Business Entity Formation, *Business Succession Planning, *Buy-Sell Agreements, and *Real Estate Closings.

 

Featured Planning Technique in this issue: NY Able Accounts for individuals with disabilities:

Features of NY Able accounts include:

· Owner must have become disabled before age 26

· Owner must be entitled to SSI or SSD on account of a qualifying disability

· Account may be opened by Owner, POA, Parent, Grandparent, Spouse or Sibling

· Minimum opening balance $25.00

· Maximum annual contribution $15,000

· Account balance must be under $100,000 to remain excluded as a resource for SSI

· Funds may be used for qualifying disability expenses

· Funds may be contributed by the Owner, Family or Friends

· Account may be invested & grow free of State & Federal Income Taxes

Contact us to learn more about how you may fund and use a NY Able account.

If you are struggling with the administration of an Estate, Trust, Business Entity or Family Foundation the DIGIORGIO LAW FIRM, PLLC may be able to help with any of the following:

 

I. Business Entity Administration

· LLC, S Corp & Family Foundation Formations

· Entity Capitalization & Funding advice

· Estate Planning and Succession Planning for LLC and S Corp owners and their heirs

· Conduct annual & special meetings of LLC’s, S Corps and Family Foundations

· Preparation of By-Laws and Operating Agreements

· Advice regarding distributions

· Legal Assistance with the sale or purchase of an LLC, of S Corps

· Legal Advice regarding the sale or purchase of LLC or S. Corp Assets

· Dissolution

II. Trust Administration

· Trust Drafting and Amendments

· Trust Funding Recommendations

· Estate and Tax Planning with Charitable Trusts, Insurance Trusts, Supplemental Needs Trusts, Asset Protection Trusts, Dynasty Trusts, Medicaid Trust and more…

· Advice regarding special issues related to the administration of various types of Trusts

· Trust to Trust transfers and or decanting

· Tax advice in connection with the funding, distribution from, and termination of trusts

· Petitions to approve or challenge trust accountings

· Advice regarding the administration, winding up and termination of trusts

III. Estates

· Probate of Wills

· Intestate Administration (Estates where there is no Will)

· Assistance determining the validity of claims against Estates

· Advice regarding the steps required to administer Estates

· Advice regarding the sale and distribution of Estate Assets

· Assistance with the informal and or formal close out of Estates

SUMMER 2023 UPCOMING CLIENT WORKSHOPS

 

Long-Term Care Planning Workshops *Options for paying for Long Term Care *Health Care Proxies, Wills & Powers of Attorney *Medicaid Eligibility Requirements for Home Care & Nursing Home Care & *Medicaid Asset Protection Trusts. 7/20/2023 5:30-6:30pm & 8/17/23 5:30-6:30pm

Probate Avoidance & Estate Planning Workshops *Surrogate’s Court (Probate) Procedures & Timelines for decedents dying with & without a Will *Basic Estate Planning Documents, such as Wills, Health Care Proxies & Powers of Attorney *Probate avoidance techniques including Revocable Trusts. 8/1/23 5:30-6:30pm & 9/7/23 5:30-6:30pm

 

*Reservations are required for workshops

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