4.9 from 16+ Google reviews
(516) 391-0389
Serving Nassau & Suffolk

Elder Law and Medicaid Planning on Long Island

Most of us will need some form of long term care, and neither Medicare nor private health insurance covers it. Planning ahead is what lets families use the benefits available to them without spending down everything.

  • Long term care planning for in home assistance or a nursing home stay
  • Trusts and asset protection strategies used to access government benefits
  • Special needs planning so an inheritance does not cost someone their benefits
Call (516) 391-0389
Jason R. Breit, Esq., P.C.

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Confidential. Contacting us does not create an attorney client relationship.
4.9 from 16+ Google reviews Melville office, serving Nassau and Suffolk Attorney and Financial Advisor Admitted in New York since 2007
What we help with

The problems families bring us

Almost always it is an adult child calling about a parent, and almost always the trigger is a hospital stay or a diagnosis.

The cost of care itself

Long term care can average $4,000 to $12,000 or more per month in the United States, depending on where you live and the level of care required. Some studies estimate that nearly two thirds of families run out of money within the first year or two of moving into a nursing home.

Insurance does not cover it

Private health insurance plans and Medicare do not cover long term care costs. That surprises most families, and it is usually the reason they come in.

Trusts and asset protection

Using trusts and other asset protection strategies, you and your loved ones may be able to take advantage of government benefits without spending down all of your assets or losing everything you own.

The documents need the right provisions

A Durable Power of Attorney, Will, Living Trust and Advanced Directives all need special provisions for this kind of planning. Without them families hit unnecessary obstacles at the worst possible moment.

Who this is for

Who needs long term care planning

Life expectancies in the United States are at an all time high, which means more of us will need some form of care at some point. Whether that is in home assistance or a longer nursing home stay, it has become close to inevitable.

You are planning ahead

Nobody needs care yet. This is the position with the most options open to it, because strategies can be put in place deliberately rather than under pressure. If you are reading this before anything has happened, you are in the best place to act.

A parent has had a health event

A hospital stay or a diagnosis is what brings most families to this conversation. The question then becomes what can still be done, and the honest answer depends entirely on the specifics of the situation.

Ask before you move anything

The costliest mistakes we see are well intentioned transfers made before anyone asked what the consequences would be. Signing the house over to a child is the classic example. The consultation is free, so it costs nothing to find out first.

Why Jason R. Breit

Why families choose this firm

Explained in plain terms

Medicaid rules are genuinely complicated. Jason explains what applies to your situation without burying you in the parts that do not.

CLTC certified

Jason holds the Certified in Long Term Care designation alongside his law licence and his work as a Financial Advisor.

Fees in writing

Agreed before any work begins, which matters when a family is already facing care costs.

The whole family in the room

These decisions rarely involve one person. Adult children and siblings are welcome in the conversation.

Client reviews
4.9 ★★★★★
16+ Google reviews
“My parents recently decided it was time to create their estate plan, and we are so glad they chose Jason. He explained everything clearly, step by step, and made the entire process easy to understand. He also took the time to explain to my siblings and me how our future inheritance will be protected, which gave our whole family peace of mind.”
TTaleisha F.
Google review
“My husband and I knew we needed a will after having our first child, but we had no idea where to start. The team made everything easy to understand and helped us think through decisions we had not even considered, like guardianship and protecting our children. We never felt rushed, and every question was answered with patience.”
BBryanna K.
Google review
“After losing a family member, the last thing we wanted was to feel overwhelmed by legal matters. This firm handled our probate needs with compassion and attention to detail. We truly appreciated their support.”
VVictoria J.
Google review
“I wanted to protect myself and my family but knew nothing about trusts. Mr Breit explained everything in plain language, he was thorough and patient without making me feel rushed.”
SStacy
Google review
“One thing I really appreciated was how transparent they were. The fees were agreed to in writing before any work started, so I never had to worry about surprise bills whenever I called with questions.”
MMichael J.
Google review
“We are so thankful we found a firm that truly understands planning for families with special needs. It is comforting to know our loved one with special needs has a plan in place for the future.”
SSade D.
Google review
“We first completed our estate plan a few years ago and recently went back because our family situation changed. They reviewed everything with us and made updating our plan incredibly easy. It is comforting knowing we have a law firm we can continue to rely on instead of starting over somewhere else every few years.”
GGift M.
Google review
“Jason and Sarah are very professional and work in a timely and efficient manner. Jason is well versed in his area of expertise, and he takes the time to listen to your needs and explain legalese in layman’s terms. He also had good ideas we had not thought of. Highly recommended.”
RRick F.
Google review
“I was not sure where to start with estate planning, but the team made the process much less intimidating than I expected. They were professional, responsive, and incredibly thorough. I especially like that they encourage clients to come back for plan reviews as life changes.”
AAleah J.
Google review
“I was referred to this firm by someone I trust, and now I understand why they spoke so highly of them. The entire experience was exceptional. Jason and Sarah kept me updated throughout the process. They were knowledgeable, caring, and truly committed to helping families protect what matters most.”
SShelby D.
Google review
“Jason took the time to really help me understand the purpose of creating an estate plan and why it matters. Thanks to him, I now have peace of mind knowing my family will be taken care of.”
LLiz
Google review
“Everyone in the office made me feel like I mattered. I never felt like I was just another appointment on the calendar. You can tell they care about building relationships with their clients, and that is not something you find often anymore.”
TTatiana S.
Google review
“Jason and his team did an unbelievable job with my family estate planning. I highly recommend him. Courteous, professional, diligent and timely.”
JJessica K.
Google review
“Guy knows what he is talking about. He gets back to you quickly with answers.”
RRobert N.
Google review

Prior results do not guarantee a similar outcome. Every matter is different and the outcome of any particular matter depends on its own facts.

Jason R. Breit, Esq.
Meet your attorney

Jason R. Breit, Esq.

Jason built this practice around a view he formed early: a lot of legal work is either set up to escalate a fight or is purely transactional, and neither one serves a family trying to make a decision.

So the process here starts with education. Clients get walked through what they own, who depends on them, and what the law would do by default if nothing were in place. From there they choose. The point is not to produce documents. It is to make sure the documents work when the family needs them.

Alongside the law practice Jason works as a Financial Advisor, which means beneficiary designations, account titling, and the tax side get considered in the same conversation instead of being left to someone else.

  • Admitted in New York, 2007
  • J.D., Roger Williams School of Law
  • MBA, Dowling College Townsend School of Business
  • B.A., Hamilton College
  • RICP, Retirement Income Certified Professional
  • CLTC, Certified in Long Term Care
Common questions

Elder law questions

No. Private health insurance plans and Medicare do not cover long term care costs. This is the single most common misunderstanding families arrive with, and it is usually what makes the conversation urgent once they realise it. Care can average $4,000 to $12,000 or more per month in the United States depending on where you live and the level of care needed.
Not necessarily. Using trusts and other asset protection strategies, you and your loved ones may be able to take advantage of government benefits without spending down all of your assets or losing everything you own. What is available in your situation depends on the facts, and that is what the first consultation is for.
Earlier is better, because planning that is done deliberately has more room to work than planning done in the middle of a crisis. That said, families regularly come to us after a hospital stay or a diagnosis and there is still a conversation worth having. The one thing we would ask is that you speak to someone before moving assets around, not after.
Estate planning is largely concerned with what happens after death. Elder law is concerned with what happens while someone is still alive but needs care, which for most families is the more likely and far more expensive event. The two overlap and most people we work with need pieces of both.
Often not without changes. A Durable Power of Attorney, Will, Living Trust and Advanced Directives all need specific provisions for this type of planning. Documents drafted without them can create unnecessary obstacles at exactly the point a family cannot afford delays.
Leaving an inheritance directly to a child with special needs can disqualify them from government benefits such as Medicaid and Supplemental Security Income, which is the opposite of what a parent intends. A special needs trust lets assets be held for their benefit without affecting eligibility for public healthcare and income assistance. Funds cannot be paid directly to the beneficiary, they are disbursed to a third party providing the goods and services. The rules for these trusts are genuinely complicated and both the child’s needs and the governing law change over time, so this is worth reviewing periodically rather than setting once.
The first consultation is free and carries no obligation. Beyond that, what the work costs depends entirely on what needs to be put in place, because long term care planning varies far more between families than a standard estate plan does. Whatever it comes to, the fee is agreed in writing before any work begins. Clients tell us the absence of surprise bills is one of the things they notice most, and given that families in this position are usually already facing care costs, that matters more here than anywhere else.
The office

Melville, minutes from the Nassau line

Jason R. Breit, Esq., P.C.

48 South Service Road, Suite 400
Melville, New York 11747
Monday to Friday, 9am to 5pm
Saturday, 9am to 2pm
Sunday, closed

Find out where you stand before anything is moved

The consultation is free. If planning is not what you need right now, we will tell you that.

Call (516) 391-0389
Melville office, serving Nassau and Suffolk
Call (516) 391-0389