Planning for the future—especially when it comes to aging, healthcare, and finances—can feel overwhelming. To shed light on this complex process, we spoke with Emily Fackleman, Elder Care Advocate, and Sara Meyer, Estate Planning and Elder Law Attorney at Futterman, Lanza, LLP. Together, they shared how their team supports families across Long Island through both proactive planning and crisis situations.
A Team Approach to Elder Law
At Futterman, Lanza, LLP, elder law and estate planning make up the majority of their practice. With a team of 16 attorneys—most of whom focus on these areas—the firm helps families prepare for long-term care needs, protect assets, and navigate Medicaid.
“We really focus on helping families plan ahead,” Sara explains, “but we’re also here when unexpected situations arise.”
The firm serves clients throughout Long Island, with offices in Garden City, Melville, and Smithtown—and they’ll even travel to meet clients in homes, hospitals, or care facilities when needed.
Why Elder Law Planning Matters
One of the biggest misconceptions families have is that standard legal documents are enough. According to Sara, that’s often not the case.
For example, a basic power of attorney may not include critical provisions needed for Medicaid or long-term care planning. Without these, families can face major financial consequences during a health crisis.
That’s why the firm creates customized documents designed to:
- Protect assets
- Allow strategic transfers when necessary
- Prepare for incapacity, including dementia-related situations
What to Expect as a New Client
Starting the process doesn’t have to be intimidating. Emily explains that new clients are guided every step of the way.
Before the first meeting, clients receive:
- A detailed intake form
- A document checklist
But most importantly, Emily says:
“Just come in with a general understanding of your assets, income, and family situation—we’ll help with the rest.”
The Role of a Care Coordinator
One unique aspect of the firm is its dedicated care coordination team, led by Emily, a social worker by training.
While attorneys handle legal strategy, the care coordinators focus on real-life logistics and support, such as:
- Guiding families through Medicaid applications
- Coordinating home care services
- Connecting clients with medical equipment providers
- Assisting with rehabilitation and discharge planning
- Recommending medication management solutions
“We’re helping families figure out what happens next,” Emily says. “Plans can change quickly, and we’re there to adjust with them.”
This hands-on support can make a huge difference, especially for families unfamiliar with the healthcare system.
Medicaid Planning: Protecting What Matters
Many families assume they must spend down all their assets to qualify for Medicaid—but that’s not always true.
“With proactive planning, we can often preserve a significant portion of someone’s assets,” Sara explains.
Even in urgent situations, there are strategies and legal exemptions that can help protect:
- A spouse
- Certain assets
- Portions of income
The key takeaway? Seek guidance early. The sooner a plan is in place, the more options are available.
Flat Fees for Peace of Mind
Legal costs can be a concern, but the firm aims to make pricing predictable and transparent.
“We primarily use flat fees,” Sara says. “That way clients know what to expect—and they don’t hesitate to call with questions.”
Even better, consultations are completely free, giving families a chance to understand their options without financial pressure.
Trusts: More Than Just Paperwork
Creating a trust is only the first step. Funding it—actually transferring assets into the trust—is what makes it effective.
The team helps clients:
- Transfer real estate
- Update account ownership or beneficiaries
- Coordinate with financial advisors
“An unfunded trust is just an empty box,” Sara notes. “It doesn’t protect anything.”
Ongoing Support When Life Changes
Life doesn’t stand still—and neither do your legal or care needs.
Whether it’s a sudden health event or a shift in family circumstances, the firm encourages clients to stay in touch.
“You don’t need to know everything,” Sara says. “You just need to know our phone number.”
Built for Continuity and Care
Unlike working with a solo attorney, clients at Futterman, Lanza, LLP benefit from a full team. If one attorney becomes unavailable, others can step in seamlessly—ensuring uninterrupted support.
Final Thoughts
Elder law and Medicaid planning can feel complex, but with the right guidance, families can navigate it with confidence.
From legal strategy to hands-on care coordination, the team at Futterman, Lanza, LLP offers a comprehensive, compassionate approach—helping families protect what matters most.
Contact Information
📞 631-979-4300
🌐 Visit their website www.trustedattorneys.com to connect with an attorney or care coordinator