Elder Law, Medicaid Planning and Planning for Individuals with Special Needs

As the population grows older, complicated and often emotional decisions must be made by seniors and their families. Estate Planning, Planning to meet the costs of Long-Term Care, maximizing Social Security benefits, obtaining Medicare and Medicaid eligibility, and Incapacity Planning are among the major concerns of seniors and their families. In this highly complex area of the law, the Law Offices of Joel D. Muhlbaum, LLC, through its caring and compassionate attorneys, provides legal services to our clients and their families often during a time of real family crisis and stress.

Elder Law

Elder Law means different things to different people. We feel that the practice of Elder Law should take on a holistic approach when addressing many of our elderly client’s concerns and issues. These concerns can include:
  • providing clients with appropriate estate planning documents specifically designed to deal with the legal issues that are unique to seniors;
  • explaining complex eligibility rules for government entitlement benefit programs in a way that is understandable to the client;
  • discussing the numerous options that the client has in planning for long-term care, including, but not limited, where (in which state) the client will choose to convalesce; and
  • planning for the possibility of a client’s future incapacity because of injury or illness to enable trusted family members in the management of a client’s affairs with the goal of preserving the client’s personal autonomy.

Medicaid Planning

Medicaid is a federal and state program (administered very differently in Connecticut and in New York) that provides medical assistance to people who are both “medically needy” and “financially needy” and is one way to pay for long-term care home care and nursing home care costs. To become eligible for Medicaid, you may have to develop and implement a plan which often includes complex transactions. That is why the advice of an experienced elder law attorney with the Law Offices of Joel D. Muhlbaum, LLC can give you peace of mind when making these complicated decisions.

Special Needs Planning

Special needs planning may involve the establishment of a Special Needs Trust (also known as a Supplemental Needs Trust), either for a spouse or a child. It can be set up during a person’s lifetime or upon one’s passing through a Will. Setting up this type of trust can reduce the strain on the rest of the family regarding how to care for a surviving loved one with special needs. We can guide you through the process, including how to properly choose a trustee.

Serving Fairfield County, Connecticut and Westchester County, New York


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such a time as an attorney-client relationship has been established.