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An Uncertain Future Can Be Daunting
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Excellent service by attorney Paul Marchese. His attention to detail and his knowledge of what I needed was astounding…
-Ronnie S.
Thanks to Marchese & Maynard I have everything in place for my estate. They set up my trust and will. Now I can live with complete…
-Cheryl M.
I came to Marchese and Maynard for help with my estate planning as I hadn’t even started a plan. They were so helpful and answered…
-Bill T.

Marchese & Maynard, LLP Estate Administration Lawyers in New York — Always Serving Our Clients’ Best Interests

Have you ever sat back and thought about everything you’ve earned in life — and how hard you worked to earn it? What many people fail to consider is how quickly it could vanish. Whether it’s through an unforeseen probate process, mismanagement, or unanticipated healthcare costs, it doesn’t take much for our assets to go somewhere we did not expect. This is a difficult reality, but it’s not one you have to accept. An estate administration lawyer in New York can help.

At Marchese & Maynard, LLP, we understand how important it is to safeguard your assets. We’ve seen far too many instances where a judge decided what happened to someone’s estate when they passed. We’ve also seen individuals face financial ruin due to unexpected expenses, incapacitating accidents, and a lack of asset protection. We’re here to help our clients avoid such issues. Contact us today to schedule a free consultation and learn more.

How May We Help You?

Elder Law
Elder law involves a variety of legal specialties, and you need an attorney who is skilled in each of them. Our Manhasset, NY estate administration lawyers can help.
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Estate Planning
Deciding what happens to your assets after you’re gone is an important process. We can help with even the most complex estates.
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Medicaid Planning
Medicaid is an important benefit for the elderly and disabled, but denials are common. We can help you plan ahead to successfully apply.
Read more
Probate
Many people’s estates have to go through the probate process in Surrogate’s Court when they die. A legal professional can simplify this endeavor.
Read more
Trusts
Trusts are one of the most useful forms of estate planning and asset protection available. Safeguard your assets from taxes, creditors, and more.
Read more
Wills
New York has complex laws regarding wills. If you make even a minor mistake, the courts may end up deciding who receives your assets.
Read more
Elder Law
Elder law involves a variety of legal specialties, and you need an attorney who is skilled in each of them. Our New York estate administration lawyers, can help.
Read more
Estate Planning
Deciding what happens to your assets after you’re gone is an important process. We can help with even the most complex estates.
Read more
Medicaid Planning
Medicaid is an important benefit for the elderly and disabled, but denials are common. We can help you plan ahead to successfully apply.
Read more
Probate
Many people’s estates have to go through the probate process in a Surrogate’s Court when they die. A legal professional can simplify this endeavor.
Read more
Trusts
Trusts are one of the most useful forms of estate planning and asset protection available. Safeguard your assets from taxes, creditors, and more.
Read more
Wills
New York has complex laws regarding wills. If you make even a minor mistake, the courts may end up deciding who receives your assets.
Read more

Why Do You Need a New York Estate Administration Attorney?

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One study found that the average American leaves behind an estate valued at more than $700,000. This number can vary significantly depending on your circumstances — as shown by the fact that the median inheritance is just $69,000. Regardless of the amount, though, many people do not realize just how significant their estates are. And even when they do, they may not recognize that a judge will decide what happens to their assets without proper estate planning.

Of course, there are many do-it-yourself options out there. Couldn’t you use one of these? While this certainly is an option, actual legal professionals warn against going this route. Boilerplate forms do not consider your unique circumstances, but an estate administration lawyer in New York will do just that. It only takes one mistake for your estate documents to become invalid. Let a legal professional ensure this doesn’t happen to you.

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Meet Our Team

Paul P. Marchese
Partner
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Robin S. Maynard
Partner
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Benjamin L. Faulkner
Associate
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Our Team

Client Success Stories

Marchese & Maynard have been a huge help to my family in planning our estate & helping my elderly mom with hers before her passing. They were there for us to help when she died & supported us through the sale of her apartment(…)

Alison L.
Manhasset, NY
 

I can’t say enough about Marchese & Maynard! Paul & Robin handled the difficult task of planning my parents estate. Paul & Robin are extremely knowledgeable and went over every detail with my parents and made them feel very c(…)

John F.
Manhasset, NY
 

Paul was extremely helpful and professional when we used him to draw up our wills and then my in-laws wills & trust. He asked all the right questions to help us make important decisions while being sensitive to the fact it ca(…)

Laura R.
Manhasset, NY
 
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What if You Die Without a Will?

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Many people don’t realize just how important a will is. In some cases, they think they’ll get around to creating the document later. Sadly, America’s death rate has been climbing recently — even among younger individuals. We never know what tomorrow holds. However, it’s also possible that a person believes the law will properly distribute their assets in a fair way. Unfortunately, individuals in both these situations are often wrong.

If someone dies without a will, the courts will typically assign an administrator to handle the duties that an executor would’ve had. This may be someone you wouldn’t typically trust with your assets, and once you’re gone, you’ll have no way to lodge a protest. On top of that, your assets will be distributed as laid out in New York law. This could be done in a manner very different from what you’d do on your own.

If there’s one thing to take away from this conversation, it’s that you should create a valid last will and testament as soon as possible. Let our New York estate administrator lawyers help.

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Can You Modify Your Will and Estate Planning Needs?

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Our estate administration lawyers don’t just work with those who have only recently decided to plan their estates. Many of our clients come to us because they need help modifying or revoking prior legal arrangements involving their estates. Fortunately, very few things are set in stone when it comes to this area of the law. In fact, an irrevocable trust is one of the few estate planning tools that doesn’t allow for modifications.

What about everything else? In most cases, we can help you adjust your estate plan to account for your current situation. A codicil can be added to modify a will, but it’s often ideal to simply create a completely new document. This can minimize the risk of the will being contested. Most trusts can also be modified, and you can even revoke a power of attorney. Even if you’re unsure whether you have options, our estate administration law firm, may be able to help.

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How Important Is Asset Protection?

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Many people never hear the term asset protection until it’s too late. While this process can look very different depending on varying situations, it always boils down to safeguarding the monies and properties you’ve worked for. In some cases, it could mean shielding your bank account from litigation. For older Americans, it typically involves transferring properties so they can receive Medicaid benefits rather than exhausting their savings on medical expenses.

Regardless of your unique circumstances, asset protection may be one of the most important things you ever do. It could even be a primary focus of your will. After all, avoiding estate taxes and ensuring your money goes where you intend are certain strategies for protecting your assets. Unfortunately, this process can be complex and involve an array of legal maneuvers. That’s why you should speak with an estate administration lawyer today.

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Why Choose Marchese & Maynard, LLP?

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When you’re seeking an estate administration lawyer, you’ve got plenty of options available. Here’s why we think Marchese & Maynard, LLP is the right choice for you.

The Experience You Need

New York has more lawyers than many other states combined. However, not every attorney is right for every job. There are many different legal specialties. At Marchese & Maynard, LLP, we focus on estate administration, asset protection, and elder law. Our attorneys’ years of experience in these areas is a major benefit to our clients.

Local Experience That Counts

Experience is one thing, but it’s a local experience that really counts. Our law firm isn’t run by out-of-state attorneys with little knowledge of the area. In fact, Robin Maynard was the first female commodore of the Sea Cliff Yacht Club. This is our community. Our local experience means we’ve built relationships that we can use to simplify your legal needs.

Free Consultation

Many attorneys offer free consultations, but that’s typically not true for estate administration matters. Most lawyers require an upfront payment to review such cases. However, we don’t believe you should have to spend money just to learn your rights. That’s why our initial consultations are free.

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Let Our Estate Administration Lawyers in New York Help

couple is communicating with their lawyer

Estate administration law is often one of those difficult things to talk about. No one really wants to discuss their own mortality or what happens if they become incapacitated. However, it’s incredibly risky to forego such conversations. That’s why you should consider speaking with an estate administration attorney, today. A legal professional can help you cover all your bases, and then you can return to enjoying life.

At Marchese & Maynard, LLP, our law firm is committed to serving our client’s best interests, and our offices are easy to reach from anywhere in the area. Contact us today by calling 516-447-2144 to schedule your free consultation. Our estate administration lawyers in Manhasset, NY are on standby and ready to assist.

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Estate Administration Frequently Asked Questions

Speaking with an estate administration lawyer is your best opportunity to have all your questions answered. However, here are a few common questions that can help you decide if you need legal assistance.

Is a handwritten will valid in New York?

A handwritten will can be valid in New York, but only in very specific circumstances. If you’re a mariner or servicemember, it’s possible that the courts will view such a holographic will as valid. However, this is not guaranteed. It’s best to speak with an attorney and know for sure.

Is Medicaid planning legal?

Absolutely! While transferring assets to become eligible for government benefits may sound “shady,” the fact is that it’s completely legal if you do so in the right way. Some professionals have built entire careers on providing such services.

What’s the difference between a conservatorship and a power of attorney?

A guardianship (i.e., conservatorship) and a power of attorney share similarities. In both cases, a third party is granted the authority to make decisions on behalf of another person. However, a judge assigns a conservator — whereas a person can choose their own power of attorney.

What is a Medicaid look-back period?

When applying for Medicaid benefits, the government will look back at asset transfers you’ve made over the previous five years. Those transfers could incur penalties. This is why it’s so important to start Medicaid planning early and to work with an estate administration lawyer.

What if I’m denied Medicaid?

The great thing about Medicaid is that your eligibility can change. If you didn’t engage in proper Medicaid planning, it’s possible that you could be denied. Fortunately, this isn’t a permanent situation. With the help of an experienced NY estate attorney, you may be able to become eligible at a later date.

What’s the difference between an executor and an administrator?

An executor is an individual designated in a will to administer properties, pay debts, and distribute inheritances. An administrator acts in a similar role, but they’re appointed by a judge. This is typically necessary for instances where someone died without a will or when the court deems their will invalid.

Is it possible to avoid probate?

While many estates have to go through probate, this isn’t always the case. In addition to the possibility of filing a small estate proceeding, it’s also possible to keep certain assets out of probate. These include jointly-owned assets, bank accounts with designated beneficiaries, and more.

Can I avoid estate taxes?

Through proper estate planning, it’s very possible to reduce or eliminate estate taxes. It all comes down to the strategies you utilize during planning. Discuss this today with our estate administration lawyers to learn your best options for saving money on taxes.

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