Business Details
Trusted Estate Planning & Elder Law Services in Hicksville, NY
The List Roy A Atty has been providing cost-effective, professional legal guidance to families of Long Island and New York City for over 45 years. Our firm was established with one goal in mind: providing excellent services to our clients in all of their estate planning needs. We have the experience and knowledge to effectively plan for the most complex estates as well as the most simple. No matter how wealthy or how modest you may be, estate planning is appropriate for you. Helping clients protect their money is what we do best. Our founder, Roy A. List, brought his legal and financial background to Long Island over 35 years ago, utilizing skills gained while studying for his JD and MBA in Taxation at Golden Gate University.We serve Nassau, Suffolk, and Queens Counties, with convenient access to the Long Island Rail Road and major highways. Our practice areas include estate planning, trust creation, Medicaid asset protection, guardianships, and estate litigation. We prioritize personalized service, ensuring clients understand their options while minimizing tax burdens and legal complexities. With decades of combined experience, we remain committed to delivering reliable, client-focused legal solutions.
Services
Estate Planning
Trust Creation
Medicaid Planning
Estate Administration
Will Contests
Guardianships
Tax Advantage Trusts
Probate Services
Elder Law Services
Asset Protection
Highlights and features
- We offer over 45 years of experience in estate planning and elder law.
- Our personalized approach ensures tailored solutions for every client's needs.
- We specialize in complex tax and Medicaid planning strategies.
- Conveniently located in Hicksville with easy access to major transportation routes.
- Our founder holds both a JD and MBA in Taxation for comprehensive financial insight.
Services
Estate Planning
We create comprehensive estate plans to protect assets and ensure client wishes are honored. Our services include wills, trusts, and tax minimization strategies. Clients receive personalized guidance to navigate complex legal requirements while securing their family's financial future.
Trust Creation
Our firm specializes in establishing various trusts, including revocable living trusts and Medicaid asset protection trusts. These tools help clients avoid probate, protect assets, and provide structured inheritance plans tailored to individual family needs and financial goals.
Medicaid Planning
We develop strategies to qualify for Medicaid benefits while preserving assets for loved ones. Our planning includes irrevocable trusts and gifting strategies that comply with strict government regulations, ensuring access to necessary long-term care services.
Estate Administration
We guide executors through the probate process and administer estates when no will exists. Our services include asset inventory, tax filings, and distribution planning to ensure efficient settlement of estates while minimizing family conflicts.
Will Contests
Our firm represents clients in challenging or defending wills and trusts. We handle disputes over document validity, undue influence claims, and contested asset distributions through negotiation, mediation, or courtroom representation.
People
Roy A. List
Attorney & Founder
With over 35 years on Long Island, Roy combines legal and tax expertise from Golden Gate University (JD, MBA). He teaches estate planning and represents clients in complex matters across Nassau and Suffolk Counties.
Questions
What is estate planning?
Estate planning involves creating legal arrangements to manage and distribute your assets during life and after death, minimizing taxes and ensuring your wishes are followed.
Do I need a trust if I have a will?
Trusts offer additional benefits like avoiding probate, providing asset protection, and enabling more detailed distribution instructions compared to a will alone.
How can Medicaid planning help with long-term care costs?
Proper Medicaid planning protects assets while qualifying for government assistance to cover nursing home or home care expenses.
What happens if someone contests my will?
Our firm represents clients in will contests, defending or challenging documents based on legal validity and proper execution.
Can I handle estate administration without an attorney?
While possible, professional guidance ensures compliance with complex legal requirements and minimizes risks of errors or disputes.
What areas do you serve?
We primarily serve Nassau, Suffolk, and Queens Counties, including Hicksville, Plainview, Syosset, and surrounding Long Island communities.
