Please sign up to come hear us speak at an event:
AICPA Engage Conference: Paying for Long Term Care – Using Trusts for Planning Around Shortfalls in LTC Resources
NYSTAP: The Intersection of Estate and Elder Care Panning
Elizabeth Forspan, Esq.
Managing Attorney at Leading Elder Law and Estate Planning Firm
Frequent Lecturer on Elder Law & Estate Planning Across the United States to Accountants, Private Wealth Professionals and Individuals
Named “Super Lawyer” For Past Eight Years
Tax Manager at “Big Four” International Accounting Firm
JD from Fordham University School of Law
BA from Queens College of the City University of New York, Summa Cum Laude
Jay C. Klear, Esq.
Structures complex estate plans for a wide spectrum of clients, ranging from high net worth individuals to elderly / special needs individuals.
Principal of Investment Vehicles specializing in Venture Capital, Private Equity, Derivatives and Trading Strategies
Worked at Prestigious Boutique Firm specializing in Healthcare Law
Worked at Top International “Big Law” Firm specializing in Hedge Fund and Private Equity Law
JD from Columbia University School of Law, Harlan Fiske Stone Scholar
BA from University of Pennsylvania, Magna Cum Laude
See Elizabeth Forspan, Esq. explain considerations in transferring a home for Medicaid planning purposes.
Sophistication Meets Sensitivity
We would be honored to be
your trusted advisers
Elizabeth Forspan, Esq. & Jay C. Klear, Esq.
How we are different
Everything changed when a cutting edge elder law attorney, Elizabeth Forspan, Esq., and a sophisticated private investment fund attorney, Jay C. Klear, Esq. decided to join forces to change an industry, one family at a time.