Your Elder Law, Estate & Trust Law Firm.
You can’t take it with you, but you can decide where it goes.
Creating Solutions…
DiGiorgio Law Firm, PLLC, located in Utica, NY, specializes in providing personalized Estate Planning, Trust and Estate Administration, Elder Law, Medicaid and Special Needs Planning Law services. We work with individual clients, their families and their family-owned businesses. Our attorneys offer significant experience and expertise in representing our clients’ interests in these areas of the law as well as others. We make it a priority to develop strong client relationships and ties to the community in which we work and live.
Areas of Practice
Estate Planning
We help you put in place and in writing strategic plans for your future care and finances, as well as beneficiary designations.
Elder Law
We help families determine who should be handling important decisions for seniors and advocate for housing, social and other financial needs with a focus on long term care.
Estate & Trust Administration
We guide Executors, Trustees, Administrators and Beneficiaries through the court system, with tax advice, understanding your rights, responsibilities and more.
Medicaid
We assist seniors with chronic care health needs and individuals with disabilities qualify and apply for Medicaid Benefits either at home or in a nursing home.
Special Needs Planning
We help you with decision making about future care and benefits for loved ones with a disability.
Areas of Practice
We can help you minimize transfer taxes with our Tax Planning services and help business owners protect and preserve their businesses with our Business Planning Services.
Tax Planning
Are you considering forming, acquiring or selling a business? Are you a business owner who wants to ensure a smooth transition and continuation of a company or sale of the business when you retire, or if you become disabled or if you die? We will help you determine the best way you can protect assets and preserve the business according to your individual needs and preferences.
Business Planning
Are you looking to minimize transfer taxes during and after your lifetime? We can help you identify which of many sophisticated techniques will enable you to maximize the wealth you transfer to your children or to other designated beneficiaries. We will thoroughly review your retirement benefits and develop strategies with you for getting the most out of your nest egg and we will prepare estate and gift tax returns, and provide assistance in resolving audits of estate and gift tax returns. We are also available to assist with income tax planning for individuals and businesses, charitable tax planning, planning with retirement accounts and planning for capital gains tax mitigation.