How Can We Help


David J. Zumpano


Elder Care Professionals

New York Estate Planning Law Center

Whether you are a private, governmental, or community agency, a caregiver, homecare agency, geriatric care manager, senior center, disability facility, independent senior housing, assisted living, or nursing home, the Estate Planning Law Center provides education and support to you or the families you serve. We are experts at Community Medicaid, nursing home Medicaid, Veterans Aid and Attendance benefit, and other federal and state benefits for individuals needing long-term care or disability management. We support health and elder care professionals by providing training and education on the laws that affect the families you serve. Unfortunately, many health and elder care professionals only know part of the law and some may get experience in one small area but only have a general knowledge in other areas that impact the families. We encourage you to contact us to see how we can support you.

We have found working together usually gets results far better than working alone. For example, if you are applying for Medicaid for a client and are denied benefits, it is likely you have not preserved the client's rights along the way to ensure a successful appeal to that decision, we will. In addition, with our prescreening process, we are able to advise you immediately whether the client is eligible for benefits, and if not, when they can become eligible and the process of how to get there so your organization does not suffer any financial harm in the process. Let us utilize our expertise to support you. We also offer in-services for your employees or private workshops for your families on a variety of different topics relating to benefits available to help pay for care in the home, assisted living, or nursing home facility.

Funeral Director

Very few clients we meet are excited to talk about their demise. Pre‑planning for a funeral is essential in any estate plan we create. It is imperative for clients to understand the role of a funeral home and how it can support the loved ones of a decedent in a very difficult and trying time. We also work extensively with our funeral homes in ensuring clients seeking Medicaid benefits are provided for a proper funeral in accordance with the Medicaid laws. Contact the Estate Planning Law Center now to identify the ways we can support you in educating the public on the important need to pre‑plan their funeral.

Workshops

EPLC is available to schedule joint workshops with elder care professionals on the following topics:

  • "The 7 Threats to Your Family Security" (download workshop flyer)
  • “Estate Planning Essentials”
  • “Protecting Your IRA’s & Qualified Funds, and Minimize Taxes”
  • “Utilizing Medicaid & Veteran’s Benefits as Part of a Patient Discharge Plan”
  • “How to Pay for Care at Home or at a Nursing Home without Losing a Lifetime of Assets”
  • “How to Protect Your Assets from Lawsuits, Government, Nursing Homes & other ‘Predators’”
  • “Wills, Health Care Proxies, Powers of Attorney- What do I need to Know?”

Contact us for more information or to schedule a joint workshop.


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Estate Planning
Law Center

David J. Zumpano CPA/Esq.

555 French Road
New Hartford, NY 13413
Phone: (315) 793-3622
Email: info@eplawcenter.com

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Estate Planning Law Center
Legacy Education Building | 555 French Road | 2nd Floor | New Hartford, NY 13413 | Phone: (315) 793-3622