Estate Planning / Elder Law

Are You Prepared for the Future?

Careful estate planning allows an individual or family to arrange the transfer of assets upon death. Our estate planning lawyers take a comprehensive approach to preserve your wealth for future generations, and plan for possible long term care or sudden tragedy. Rusk, Wadlin, Heppner & Martuscello, LLP invites you to a consultation on drafting or updating your estate plan.

Ulster County Wills, Trusts, and Elder Law Attorneys

With more than 100 years of combined legal acumen, Pam Rusk, John Wadlin, George Rusk, Daniel Martuscello, Christine Guido, and Jason Kovacs are knowledgeable about all aspects of estate planning. We take the time to listen to your goals, explain your options, and customize the plan to meet your needs.

  • Wills — A properly drafted legal will anticipates possible dilemmas for your family in the event of death or incapacity. We address distribution of assets to heirs, appointment of guardians for minor children, living wills and health care proxies for medical decisions, and durable power of attorney to take care of your financial affairs.
  • Trusts — Our estate planning attorneys can provide advice on the merits of irrevocable testamentary trusts (effective upon death), inter vivos or "living trusts," (created while you are alive to manage assets), and to preserve assets and minimize probate and taxes. These include special needs trusts, charitable remainder trusts, life insurance trusts, and other vehicles.
  • Business succession — We help create family limited partnerships to transfer a family-owned business to children at a discounted value.

New York Elder Law Attorneys - Individualized Estate Planning

To provide quality legal counsel, the attorneys at Rusk, Wadlin, Heppner & Martuscello, LLP stay current with the latest legislation and rulings pertaining to the evolving field of elder law. We advise clients on asset preservation and Medicaid planning within state and federal rules. For instance, gifts to children in anticipation of long term care can result in Medicaid disqualification or liens on assets. We help clients establish trusts to preserve assets for a spouse or heirs while retaining Medicaid eligibility and avoiding gift and estate taxes.

Arrange a consultation by contacting us online, or calling us at (845) 331-4100 (Kingston) or (845) 236-4411 (Marlboro). Evening and weekend appointments available.

Our estate planning / elder law attorneys: Pam Rusk, John Wadlin, George Rusk, Daniel Martuscello, Christine Guido, and Jason Kovacs

Attorney Advertising | With offices in Kingston, New York and Marlboro, the law firm of Rusk, Wadlin, Heppner & Martuscello LLP serves clients in Ulster County, Dutchess County, Orange County, Greene County, Westchester County, Putnam County, Sullivan County, and Long Island, Albany County, including the communities of New Paltz, Saugerties, Woodstock, Poughkeepsie, Rhinebeck, Red Hook, Wappinger's Falls, Catskill, Hunter, Middletown, Goshen, Albany, Newburgh, Catskills and Hudson Valley.

 

How Can We Help?

Kingston Office
255 Fair Street
P.O. Box 3356
Kingston, New York 12402

Phone: (845) 331-4100
Fax: (845) 331-6930

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Marlboro Office
1390 Route 9W
P.O. Box 727
Marlboro, NY 12542

Phone: (845) 236-4411
Fax: (845) 236-3190

Contact Us