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Jay Frantz
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Jay William Frantz

Brooks & Brooks, LLP

Little Valley, NY

About Jay

We concentrate in highly detailed trust, estate, business succession, and asset protection planning. We have helped many clients protect assets from taxes, creditors, and very high long term care costs.

Practice Areas

Business and Corporate
Elder Law
Trusts and Estates
Licenses

Authority

Year

Status

New York 2011 ACTIVE
Languages

English
Education

Wake Forest University

Juris DoctorGraduated in 2010

Clarkson University

Bachelor of ScienceGraduated in 2007
Contact Information

Brooks & Brooks, LLP

207 Court Street
Little Valley, NY, 14755

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Services

Medicaid Consultation (Nursing Home or Home Care)

Review of assets and family circumstances, analysis of Medicaid exemptions, and providing targeted advice on potential changes in ownership or types of assets to save family resources when applying for governmental programs that provide long-term care services.


Prepare Estate Plan Documents (Wills and Personal Documents)

Preparation of personalized Last Will and Testament, Power of Attorney with Statutory Gifts Rider, Healthcare Proxy, and Living Will Supplement (single person or married couple).


Prepare Estate Plan Documents (Asset Protection Trust)

Preparation of Asset Protection Trust, Associated Trust Documentation, supervise and carry out asset transfers to protect assets, review and update account instructions to facilitate future administration, and organization of client assets in cohesive plan.


Trust or Estate Administration

For estate administrations: prepare necessary petitions and supporting court documentation, attendance at probate court hearings to obtain authority for client to carry out affairs of the estate. For all administrations: supervise and assist in carrying out of administration of trust or estate, identifying and marshalling of all assets, assist client in documenting all transactions to account to beneficiaries of trust or estate and to any court, and providing guidance on the most tax efficient ways to transfer assets to estate beneficiaries.