I handle all issues arising from Estate Planning and Elder Law for Clients living in Long Island, NYC, Westchester and Rockland. This includes preparing Trust and Wills and other Planning documents, assisting families when a loved one passes away, creating a Supplemental Needs Trust for a disabled family member and protecting assets as you or your parents start to age.

A virtual estate planning process is largely identical to our in-person estate planning process. I achieve this by conducting all meetings via Zoom, beginning with your initial Strategy Session. After that initial meeting, I will securely delivers your estate planning documents to you electronically. At our next virtual meeting, we use Zoom’s screen sharing functionality to walk you through the documents in the same manner we would in person. Execution is then handled on a case-by-case basis depending on your preferences, as is discussed in more detail below.