Protect what you've built

Without a plan, long-term care costs and taxes quietly drain your assets, leaving far less for the people you care about.

The Six Ways We Help You Protect Your Assets

Every situation is different. We design tailored strategies that balance eligibility, control, and long-term security—without unnecessary risk or complexity.

01

Medicaid Asset Protection Planning

If the value of your assets are too high, you won't qualify for Medicaid. This can force you to sometimes spend up to  $200,000 per year for care until your income is low enough to qualify. With proper planning, Medicaid can cover the majority of these costs, allowing you to preserve your assets and protect your home. We can help you structure your assets the right way.

02

Irrevocable Trusts for Asset Protection

Irrevocable trusts are one of the most powerful tools for shielding assets from long-term care costs. We design and implement irrevocable trusts that protect your wealth while keeping you aligned with Medicaid eligibility rules. When structured properly, these trusts allow you to preserve assets for your family instead of losing them to care expenses. You gain long-term protection without unnecessary complexity.

03

Asset & Income Structuring for Eligibility

Many people are denied Medicaid—or forced to spend more than necessary—simply because their assets and income aren’t structured correctly. We help reorganize your financial picture to meet eligibility requirements while protecting as much as possible. This can significantly reduce out-of-pocket costs and prevent avoidable disqualification. The goal is to help you qualify strategically, not by losing everything.

04

Long-Term Care Cost Planning

The cost of long-term care can erode savings faster than most people expect. We help you plan ahead so these expenses don’t disrupt your financial stability or become a burden on your family. By putting the right strategy in place early, you can prepare for care while preserving your assets. This gives you more control over both your finances and your future.

05

Protection of the Family Home

Without proper planning, your home may be at risk from Medicaid recovery or long-term care costs. We help you put legal protections in place so your home can be preserved for you and your family. This ensures that one of your most meaningful assets isn’t lost unnecessarily. The result is greater security and the ability to pass your home on as intended.

Not sure which of these applies to you?


Book a free call– Jim will give you an instant quote and walk you through exactly what makes sense for your family.

From First Conversation to Full Protection — Here's How It Works

Most clients complete the process in 4-6 weeks

Free Intro Call

20-minutes

We start with a quick call to understand your situation, concerns, and goals. Whether you’re thinking about protecting your home, planning for long-term care, or navigating Medicaid, we’ll point you in the right direction. You’ll get clarity on what may be at risk and what options are available. No pressure—just straightforward guidance. Book online or call Jim directly (347) 306-7740.

Your Personal Consultation

Virtual or In Person

We take a deeper look at your assets, income, home, and family dynamics. From there, we identify what can be protected and how to position you for Medicaid eligibility if needed. We walk through strategies like irrevocable trusts, asset and income structuring, and long-term care planning. You’ll leave with a clear, personalized roadmap.

We Build Your Plan

Typically takes 1-3 weeks

Based on your situation, we design a customized plan to protect your assets and preserve your wealth. This may include setting up an irrevocable trust, restructuring assets or income, and putting protections in place for your home. Every piece is carefully structured to align with Medicaid rules while maintaining as much control as possible. Your plan is built to work when you need it.

Signing Day. You're Protected.

In Person Meeting

We prepare all documents and guide you through signing so everything is properly in place. From trust funding to aligning accounts and protecting your home, we ensure your plan is fully implemented. Once complete, you’ll know your assets are protected.

Ready to get started?


Book a free call– Jim will give you an instant quote and walk you through exactly what makes sense for your family.

"Mr. Pasley was very helpful to me and my sister with a unique estate matter. Due to the time sensitive nature of our situation, he completed the work ahead of schedule which we were grateful for."

Shannon Zhu
Maspeth, Queens, April 2025

Frequently Asked Questions

Common questions about estate planning

Do I really need a will?

More than you'd think. Studies indicate roughly 70% of Americans die without a will — and when that happens, New York intestacy law dictates who gets your money, who gets your home, and even potentially who raises your children. Not you.

A will changes that. It means you choose, not the state. And it's not just for the wealthy — as soon as you have children, own property, or have any assets you care about, you need one. The document itself doesn't take long to prepare. What takes expertise is making sure it's done correctly under New York law, reflects your actual wishes, and actually holds up in court.

What's the difference between a will and a trust?

A will goes through probate — a public court process that takes time, costs money, and makes your assets public. A trust avoids all of that. It keeps your affairs private, transfers assets directly to your family without court involvement, and gives you more control while you're still alive. For most families in New York, a trust makes more sense than a will alone. We'll figure out which is right for you in your free phone call.

How much does this cost?

Schedule a call to get a free, instant quote. Pricing depends on what you need. Typically, a will costs less than a full trust plan. What we can promise is a clear flat-rate price before we start anything. No hourly billing, no surprises. The free consultation is where we figure out exactly what makes sense for your situation.

Can I do this myself online?

Technically yes. But here's the problem, in New York, a will must be signed in front of the right witnesses, under specific legal requirements. If those steps aren't followed correctly, a court can throw the whole thing out. Your family would have nothing. Online forms don't know your family, your property, or New York law. They don't catch the things that matter. A single missed step can make an entire document invalid which means the state steps in anyway, exactly what you were trying to avoid.

What if my situation is complicated?

That's exactly what we are here for. Multiple properties, assets in other countries, blended families, business ownership, family members with disabilities — these situations need real planning, not a template. The more complex your situation, the more an experienced attorney matters.

Why work with Pasely Estate Law?

We take on a limited number of clients at a time, intentionally. That means when you come to us, you work with Jim. Not a paralegal. Not a junior associate. Not someone who's never met you.

Estate planning is one of the most personal things you'll ever do. The attorney you trust with it should actually know your name, understand your family, and be reachable when you have questions. That's not how most firms work. It's exactly how we work.

Still have questions? Good

Every family situation is different and it's important to get the information specific to yours. A free 20-minute call with Jim costs you nothing and leaves you with a clear picture of exactly what you need.

Book a Free Call


Jim will give you a quote on the call — no office visit required.

Ready to protect your family?

A free 20-minute call with Jim. A clear picture of exactly what you need. No fees, no pressure, no paperwork.

Call or Text:  (347) 306-7740  
Email: Jim@yourestateplannyc.com