Monthly Archives: April 2019

Six Things You Need to Know About Adult Guardianships in New York

By Meyer & Spencer, P.C. | Posted on April 23, 2019

If you have a loved one who has lost the ability to make healthcare and financial decisions due to a cognitive or physical limitation, you need to understand how a guardianship works and whether it’s right for your situation. Often, people end up needing guardianships because they failed to plan appropriately, while other times… Read More »

What is a Medicaid Look Back Period?

By Meyer & Spencer, P.C. | Posted on April 10, 2019

When you apply for institutional Medicaid benefits in New York, Medicaid will look at your income and assets for the last 60 months (5 years). You might have heard that it’s just 3 years, but that changed years ago. It is currently 5 years. Medicaid looks to any uncompensated transfers during that period of… Read More »

Testimonials

Michelle, Thank you so much for your help during our home buying process! As first time home owners we had so many questions and your patience and responsiveness made the entire process easier and more transparent. ...
Dear Jim, Thank you so much for all your help, your professionalism and the champagne. Boy, did we need the bubbly after all that signing! See you around the neighborhood.
Matt, Thank you for all the help you’ve given us over the past few months. We know these aren’t the easiest of deals right now and ours had some twists and turns . . . but we appreciated having you there to guide us along the way. We just wanted to say “Thank You.”
Jim, Just a note to thank you again for all your help. We appreciate all you did to make our closing as smooth as possible. Thanks again and we will talk to you soon.
Matt, Thanks for everything . . . and most of all being such a good listener and calm spirit – I really appreciate it. My best to you and yours

Matthew S. Spencer

Matt received his JD from Pepperdine University School of Law in 1991. His primary practice areas include Real Estate, Trusts & Estates, which includes the use of estate planning tools such as Wills, Revocable Living Trusts, Health Care Proxies, Living Wills and a Power of Attorney. Matt also handles Probate and Administration and Guardianship matters. His Elder Law practice includes Medicaid Planning, Medicaid Applications and Asset Protection. Matt is currently serving as the Village Prosecutor for the Village of Elmsford. Matt has lectured for the Pace University School of Law Land Use Law Center’s continuing legal education program. ...read more

James T. Meyer

Jim’s practice areas include Trusts & Estates, Elder Law, Real Estate, Business Law and Litigation. He has been an Arbitrator with the National Association of Securities Dealers (NASD) since 1994 and represents clients in Securities Industry Arbitrations at the NASD and New York Stock Exchange. Jim has authored more than 150 legal articles for his weekly column in the Putnam County Press and has lectured on all facets of his practice areas. Jim’s professional and community service includes service as President of the Putnam County Bar Association, President of the Estate Planning Council of Putnam County, President of the Greater Chappaqua Chamber of Commerce...read more