Mission Statement: Provide affordable in-home legal services for families at risk of losing most of their assets due to the "spend-down" requirements of current Medicaid regulations when nursing care is needed for a family member and/or the loss of family control during the probate process. By creating a rulebook for the family to use in times of crisis, it leaves a family member in control, which protects the family.
Company Vision:
Create strategic alliances with financial advisors who refer their clients to the firm for estate planning services.
Offer free public seminars to interested audiences who need estate planning services.Offer in-home consultations to clients in 3 major metropolitan areas in central and western New York State.
Grow the firm to 3 attorneys and 8 support staff to maintain relationships in central and western New York State.
Brief History:
The principal attorney is Harry M. Scaramella who is licensed to practice law in New York State. Mr. Scaramella received his law license in 1997, and was in general practice continuously through 2006. During that time he was also employed as Assistant Corporation Counsel for the City of Utica.
In 2006, Mr. Scaramella was employed by the Estate Planning Law Center (EPLC) in New Hartford, New York and focused exclusively on estate planning. While at EPLC he was certified by Medicaid Practice Systems, LLC (MPS), a national training program that gives lawyers the skills to create a profitable Medicaid and estate planning practice.
Mr. Scaramella envisioned a practice that would bring the lawyer to the client's home. Most clients who are in need of elder law services have some difficulty in getting to a lawyer's office, and appreciate the personal service of a lawyer who makes house calls.
Our Product
Is a combination of legal documents that meet specific plan needs, such as:
"Foundation Plan" – Will, Health Care Proxy (HCP), Power of Attorney (POA).
"Gift Wrapped Plan" – Will (with testamentary asset protection trusts), Personal Care Plan (a/k/a Living Will) in addition to HCP and POA.
"The Family Rulebook Plan" – Revocable Living Trust, Pourover Will, Personal Care Plan, HCP and POA.
"My Family's Inheritance Plan" Irrevocable Living Trust, Pourover Will, Personal Care Plan, HCP and POA
"Funding Strategies" ensure that assets and documents in the product of choice work together to achieve clients identified goal.