Mr. Bernstein is a member of the National Academy of Elder Law Attorneys and a member of the Elder Law and Disability Section of the New Jersey State Bar Association. He specializes in counseling clients with respect to providing for their retirement, and managing their assets in order to protect themselves in the event of unforeseen health issues which may arise as they age. His focus is always on protecting the client and making certain they are secure. Too often Mr. Bernstein has seen assets transferred to parties such as children without providing the protection needed for the parents as they age.
Mr. Bernstein is known for establishing a plan which balances the needs of the aging parent as well as providing for the security of the adult children. Oftentimes this will involve setting up special Trusts in order to protect the parents and the children.
He is familiar with dealing with Medicaid issues and making certain that the parents and family members do not take actions which violate the Medicaid Laws. He stresses to the clients the need to do advance planning in these areas as making plans when a crisis suddenly arises often creates insurmountable problems for family members.