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NaomiLevin

She | Her | Hers

Associate

My objective is to resolve existing problems and anticipate and avoid them in the future. This approach makes me an asset to clients and colleagues.

Overview

Biography

Naomi primarily concentrates her practice on matters involving trusts and estates, representing fiduciaries and interested parties in connection with various aspects and stages of trust and estate administration, planning, and litigation as well as business succession planning. She also represents clients in connection with special needs guardianship proceedings (Article 81 and Article 17-A) as well as guardianship and supplemental needs trust accountings. 

Naomi uses her background in elder law—specifically, Medicaid eligibility and advocacy—to counsel clients on initial planning, application, and post-eligibility Medicaid matters, including asset protection and crisis planning, internal appeals, and administrative fair hearings on adverse agency and health plan determinations.

Bar Associations

  • New York State Bar Association, Elder Law & Special Needs Section, Executive Committee Member; Medicaid Committee Member and Former Co-Chair; Legislation Committee Member and Co-Chair
  • New York City Bar Association, Legal Problems of the Aging Committee Secretary
Experience

Prior Experience

  • Grimaldi & Yeung LLP, Associate
  • Polner Abrahams Law Firm, Associate
  • Daniel P. Burke & Associates, Associate

Selected Honors

  • Selected to Super Lawyers New York Metro Rising Stars: 2015-2020
Knowledge

Selected Speaking Engagements

  • New York State Bar Association, “Introduction to Elder Law” CLE
  • New York State Bar Association, “Intermediate Elder Law” CLE
  • New York City Bar Association, “Retirement Planning: Preparing Your Clients (and Yourself)!” CLE, Co-Chair
  • New York State Bar Association, “Home Care in New York State” CLE, Moderator and Co-Chair
  • New York State Bar Association Elder Law & Special Needs Section Summer Meeting, “Community Medicaid Update" CLE

Selected Publications & Media

  • New York State Bar Association Elder Law and Special Needs Law Journal, “The Legal Intersection of Inheritance and Disability: A Primer”
  • New York State Bar Association Elder Law and Special Needs Law Journal, “Factors to Consider When Converting Excess Resources Into an Income Stream for Purposes of the Institutional Medicaid ‘Snapshot’”
  • New York State Bar Association Elder Law and Special Needs Law Journal, “The Contested 17-A Guardianship Proceeding: An Overview”
  • Nassau Lawyer, “The Contested 17-A Guardianship Proceeding”

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