Keith J Roland Attorney

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AKA: Roland Keith J
Categories: Attorneys, Business Law Attorneys, Business Litigation Attorneys, Corporation & Partnership Law Attorneys, Divorce Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, General Practice Attorneys, Personal Injury Law Attorneys, Real Estate Attorneys, Social Security & Disability Law Attorneys, Tax Attorneys, Trust Companies, Wills, Trusts & Estate Planning Attorneys

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Phone: (518) 465-7581

Address: 7 Southwoods Blvd, Albany, NY 12211

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Keith J Roland Attorney

Divorce
Guardianship
Herzog Law Firm PC is here to help you with individualized and knowledgeable counsel as you plan for the future. At Herzog Law Firm, we concentrate our practice in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, Real Estate Law, Corporate and Business Law, Litigation, and Divorce.

Business and Corporate Law

Corporate Law
Business Disputes

Real Estate Litigation

Personal Injury
To best understand what type of special needs planning would work best for you and your loved one, schedule a consultation with one of the Herzog Law Firm’s Special Needs Planning team. It is especially important to alert grandparents, siblings, aunts, uncles, and other family members that may leave an inheritance to an individual with a disability or may want to help fund the trust. We also work with Personal Injury attorneys to help structure and place settlement money in trust.
Social Security Disability
Many persons with disabilities receive government benefits including Medicaid, Medicare, Social Security Disability, and Supplemental Security Income (SSI) to fund essential medical services and daily housing and care needs. These programs are income and/or asset sensitive. A Special Needs Trust (SNT or Supplemental Needs Trust) is used to allow the beneficiary to receive these critical government benefits while still receiving funds from the trust. These trusts can be provided for through your Will and established upon your death or can be established today as a useful tool throughout your lifetime and provide management after your death. There are different types of Special Needs Trusts: First-Party, Third-Party, and Pooled Trusts.
Medicaid Planning
The best way to insulate some or all of your assets from the cost of long term care is through Medicaid Planning, using an Asset Protection Trust, or Medicaid Trust, as it is commonly called. The purpose of this type of Trust is to legally remove assets from your control, thereby reducing your resource level. The assets transferred to your Trust are subject to a look-back period of five years. While the Trust is irrevocable, you retain the ability to change the beneficiaries and Trustees in the event that your wishes or needs change.

Trusts and Estates

Estate Planning
Professional and compassionate representation is essential at a complex and emotional time for your family. It is our goal to work closely with your surviving family in order to assist in carrying out your wishes and guide your surviving family through the estate administration process.
Wills
If claims or disputes arise, we are prepared to litigate those issues in Court, including Will contests, construction proceedings, or contested accountings.
Trusts
Learn about Revocable & Irrevocable Trusts, Advance Directives, types of Wills and how to use them to benefit yourself and loved ones. Learn about protecting your home and assets and avoiding court for probate and spend downs.
Power of Attorney
Probate

Tax Law
We work with your surviving family and beneficiaries to transfer the assets you have acquired during your lifetime. These services may include the probate of a Will, termination of a Trust, and transfers of assets to surviving joint owners or to named beneficiaries. We will guide your family and beneficiaries through the income, estate, and gift tax issues that occur at death, and we will facilitate the re-titling of assets.

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