235 North Sycamore Street, Newtown, Pa 18940

Call Today: (215) 860-0154

Estate Planning | Special Needs Planning | Elder Law

 Law Office of David T. Siegel, Esq., LLC 

Member of the Academy of Special Needs Planners

The Law Firm of David T. Siegel, Esq., LLC offers the following Elder Law services:

  • Pre-Planning for Medicaid / Nursing Home Asset Protection
  • Crisis Planning for Medicaid / Nursing Home Asset Protection
  • Long-term Care Planning

The Law Firm of David T. Siegel, Esq., LLC offers the following Special Needs Planning services:

  • Special Needs Trusts
  • Guardianship Proceedings
  • Powers of Attorneys
  • Family Meetings
  • Asset Coordination
  • Special Needs Trustee Training
  • Public Benefit Assessments
  • Medicare Set-aside Accounts
  • Qualified Settlement Funds

The Law Firm of David T. Siegel, Esq., LLC offers the following Estate Planning and Administration services:

  • Will Plans
  • Revocable Living Trust Plans
  • Irrevocable Trust(s) Plans
  • Probate Administration
  • Estate Administration
  • Trust Administration
  • Irrevocable Life Insurance Trusts
  • Financial Power of Attorneys
  • Healthcare Power of Attorneys
  • Living Wills
  • HIPAA Releases
  • Asset Coordination
  • Family Meetings
  • Fiduciary Training
  • Pet Trusts

Elder Law Planning: Eventually we reach a time in our lives when we need to start planning for our long-term care needs. This could include residency at a nursing home or through additional support from Medicaid or long-term care insurance. Many people think that they have to sell their homes and give away all their assets to accomplish these goals, that is simply not the case. Planning in advance is the best way to ensure that our clients have options for protecting their assets, protecting the family home, and protecting the spouse no matter is a care event is in the future or has already happened and the family is in a crisis situation.

Special Needs Planning: When we have a loved one that is disabled or special needs, special planning is essential to provide lifelong support to that individual. When planning for an autistic child or a disabled adult, there are unique rules and laws that must be followed to maximize the available resources over the long life of the disabled person. We have dedicated ourselves to the study and application of the many options, laws and rules associated with planning for these special circumstances and the effects they would have on any public benefits the person may receive.

To learn more about Special Needs Planning click here. . .

Estate Planning: At the Law Office of David T. Siegel, Esq., LLC we see estate planning not as death planning, but as life planning. The estate plans we create will prepare a family for the life, an unforeseen incapacity, and eventually death of a loved one. The goals of each family are unique to that family and our planning process is designed to discover those goals and then build a unique and comprehensive estate plan to fulfill the specific goals of the individual family. We accomplish this by coordinating their relationships, finances, and healthcare needs through the proper estate plan.

To learn more about Estate Planning click here. . .

Elder Law

Special Needs Planning

Estate Planning

Estate Administration

Practice Areas