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PRACTICES

Elder Law Deed Preparation & Real Estate

PRACTICES

Elder Law Deed Preparation & Real Estate

As part of our Elder Law planning services, we consult with clients to consider the extent to which transfers of interests in real estate will accomplish their intended long-term-care planning goals. Often, these tools provide a wide variety of benefits for our clients, helping them strike the balance between their desire for autonomy and independence and meeting their goal of protecting their home from future nursing home care cost.

Our services include:
  • The preparation of deeds
  • Conveying property from one spouse to another
  • Conveying property from parent to child, or child to children
  • Consideration of retaining to the grantor, a life estate and/or a limited power of appointment to achieve maximum autonomy, independence and control, preservation of STAR exemptions and VA exemptions, and reduced capital gains tax consequences
  • Protecting second homes, camps and cottages with the goal of preserving the property for future generations in a tax-efficient way
 
 
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Lacy Katzen Law Firm
600 Bausch & Lomb Place
Rochester, NY 14604


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