Stuart Schoenfeld is a Partner with Capell, Barnett, Matalon and Schoenfeld, with offices in NY City, Long Island and Florida. Stuart specializes in elder law, estate planning, asset preservation, Medicaid, and property transactions. He’s also a published author and frequent speaker on planning for children and adults with developmental disabilities.

Stuart enjoys giving back to the community and is a member of the Board of Directors of the Rehabilitation Institute, which provides vocational, educational, and therapeutic services to individuals with disabilities. He previously served as President of the Association for Children with Down syndrome. 

Part of the inspiration for serving in these aspects of the law comes from having a daughter with special needs and watching her needs change throughout the years and the importance of dealing with the legal issues.

Highlights of our conversation include:

People need to plan better to make their finances work in their later years.

Not every elder care attorney does estate planning.

The unique challenges when you are assisting someone who’s chronically ill or developmentally delayed.

Understanding the supplemental needs trust and the ABLE account.

The difference between a supplemental needs trust and a third-party supplemental needs trust.

The difference between Medicare and Medicaid.

Clients need to seek help long before they run out of money.

Business advice including considerations in a Buy Sell agreement.

Don’t choose an attorney on price alone.

Enjoy the show!

Connect with Stuart:

Website: https://cbmslaw.com/team/stuart-h-schoenfeld/

Connect with Kris:

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

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