Business Details
50+ Years
experience
Elder Law and Estate Planning Services in Albany, NY
Herzog Law Firm, P.C has been dedicated to elder law and estate planning since 1946, serving clients across the Capital Region, Hudson Valley, and Adirondacks. Our client-centered approach prioritizes personalized solutions for asset protection, long-term care planning, and legacy preservation. With a team of experienced attorneys and care management professionals, we combine legal expertise with compassionate advocacy to guide families through complex elder law matters. Our holistic services address emotional, social, and legal needs, ensuring dignity and autonomy for every client. As a trusted local partner, we maintain long-term relationships through transparent communication and tailored strategies.Our certified care management division provides specialized support for seniors and individuals with special needs. Through community education initiatives and free resources, we empower clients to make informed decisions about their future. Our firm's enduring reputation is built on decades of demonstrated expertise in Medicaid planning, probate administration, and real estate transactions. We differentiate ourselves through a multidisciplinary approach that integrates legal counsel with hands-on care coordination. Clients benefit from our team's extensive experience navigating elder law complexities while maintaining a focus on individual priorities and family dynamics.
Services
Estate Planning
Medicaid Planning
Care Management
Special Needs Planning
Real Estate Law
Probate Administration
Advanced Directives
Trust Services
Care Coordination
Elder Advocacy
Details
- Year established: 1946
Highlights and features
- We have over 75 years of experience in elder law and estate planning
- Our team includes certified care management professionals
- We offer integrated legal and care coordination services
- We provide free initial consultations and educational resources
- Our attorneys maintain active community involvement in elder care initiatives
Associations and certifications
- National Academy of Certified Care Managers
- Aging Life Care Association
What people say
Knowledgeable
Patient
Thorough
Compassionate
Professional
Services
Estate Planning
Our estate planning services create customized strategies to preserve family wealth and ensure proper asset distribution. We draft wills, trusts, and advanced directives while considering tax implications and family dynamics. Clients receive comprehensive guidance through the entire planning process, with ongoing support for document updates as life circumstances change.
Medicaid Planning
We help families navigate Medicaid eligibility requirements while protecting assets from nursing home costs. Our strategies balance legal compliance with financial security, offering peace of mind through proper documentation and care coordination. We explain complex regulations in clear terms to help clients make informed decisions.
Care Management
Certified care managers develop personalized plans to address aging and disability-related challenges. Services include care coordination, advocacy, and resource navigation while maintaining client dignity. Our team works closely with families to implement solutions that enhance quality of life and independence.
Special Needs Planning
We create legal frameworks to protect individuals with special needs while maintaining government benefit eligibility. Our services include trust creation, guardianship guidance, and life planning that addresses medical, financial, and social needs through coordinated legal and care management approaches.
Real Estate Law
Our real estate practice handles residential and commercial transactions with a focus on elder law considerations. We assist with property transfers, long-term care housing arrangements, and title protection strategies that align with clients' overall estate planning objectives while ensuring legal compliance.
People
David A. Kubikian
Principal Attorney
Principal attorney specializing in elder law with extensive experience guiding families through estate planning and Medicaid qualification. Known for patient, thorough approach to client education and document preparation.
Jane-Marie Schaeffer
Principal Attorney
Experienced elder law attorney focusing on special needs planning and probate administration. Provides compassionate legal counsel while maintaining technical excellence in trust and estate documentation.
Daniel Glaser
Principal Attorney
Dedicated elder law practitioner assisting clients with asset protection strategies and long-term care planning. Combines legal expertise with practical solutions for complex family situations.
Kym Hance
Director of Care Management
Certified Care Manager providing expert care coordination services. Holds advanced credentials from Aging Life Care Association and specializes in senior advocacy and care plan implementation.
Questions
What areas do you serve?
We serve clients throughout the Capital Region, Hudson Valley, and Adirondacks with offices in Albany, Saratoga Springs, Kingston, and Queensbury.
Do you offer free consultations?
Yes, we provide free initial consultations for elder law and estate planning matters at any of our four office locations.
What makes your firm different?
Our unique combination of legal expertise and certified care management services provides comprehensive solutions for elder law clients.
How do I start estate planning?
Begin by scheduling a consultation to discuss your specific needs. Our team will guide you through document creation and asset protection strategies.
Do you handle Medicaid applications?
Yes, our elder law attorneys specialize in Medicaid planning and application processes for long-term care coverage.
Can you help with special needs planning?
We offer specialized legal and care management services to create comprehensive plans for individuals with special needs.
Reviews (1)
Stacy Vosburgh-Raucci
Dec 09, 2021
Report
This law firm was recommended to me and I was very pleased with their professionalism. Dave made the process very easy and was a pleasure to work with.
