The Feller Group, P.C.

The Feller Group, P.C. The Feller Group, P.C. - Your Elder Law, Estate Planning, Medicaid Coordination & Probate Team Aging and illness are life's most difficult transitions.

The Feller Group, P.C is a law firm dedicated to the practice of Elder Law and Estate Planning. With over 20 years of experience in these fields, we provide our clients with enhanced, personalized service, and unsurpassed expertise. The Feller Group, P.C's dedicated Medicaid Service Coordinators assist our legal team and guide families through the long-term healthcare process. The joining together

of elder law advisement and Medicaid Coordination is a cornerstone of The Feller Group, P.C's mission to ease the burden of caring for loved ones while preserving a family's financial well-being. Elder Law is the legal discipline that evolved and developed to address these challenges. For family members facing long-term medical care following a diagnosis or hospitalization, the needs are immediate. Understanding and mapping out how Medicare and Medicaid pay for health care services is a fundamental part of Elder Law and the knowledge base of the professionals at The Feller Group, P.C. Other components of our Elder Law practice include Real Estate advisement, Advance Directives, Guardianship, Disability, Wills, Trusts and Caregiving assistance. Estate Planning is the preservation of legal and financial flexibility. The fruits of a 40-year working life can be undone with a few poor planning decisions. The incentive to plan one's estate properly is the reduction of fear. The attorneys at The Feller Group, P.C examine tax consequences, long-term health care costs, relevant financial liabilities, and family dynamics to construct and maintain a client's estate plan.

“Irrevocable” does not always mean a trust is frozen forever.Many people assume that once an irrevocable trust is create...
09/03/2026

“Irrevocable” does not always mean a trust is frozen forever.

Many people assume that once an irrevocable trust is created, nothing can ever be changed. In reality, depending on the trust language and applicable state law, there may still be legal options available when the original plan no longer fits the circumstances. Those options can include modifying certain provisions, reforming terms that no longer accomplish the intended result, or, in some situations, moving assets into a new trust through a process known as decanting.

Why might a trust need to change? Life rarely stays exactly as it was when an estate plan was first created. Tax laws may change. Family relationships may evolve. A beneficiary may develop new financial, medical, or personal needs. In the right circumstances, modifying a trust can help preserve the purpose it was originally designed to serve rather than leaving the family bound to provisions that no longer make sense.

That does not mean a trustee can simply rewrite the trust whenever they choose. Depending on the type of modification, beneficiaries may need to consent, court approval may be required, or other legal requirements may have to be satisfied before a change can be made.

The important takeaway is this: an older or seemingly outdated irrevocable trust may have more flexibility than you think. Before assuming the trust must remain exactly as written, it may be worth having the document reviewed to determine what options are available under its terms and the law.

If you have an irrevocable trust that no longer seems to fit your family’s circumstances or the goals it was created to accomplish, call The Feller Group, P.C. to schedule a consultation and have your options reviewed.

Estate planning is often treated like something you can deal with “later.” But leaving important decisions unresolved ca...
09/02/2026

Estate planning is often treated like something you can deal with “later.” But leaving important decisions unresolved can carry a mental weight long before there is ever a crisis.

When there is no clear plan, families are often left with unanswered questions: Who is allowed to step in? What happens to the house? Where are the accounts? What would Mom or Dad have wanted? Who makes the final decision?

That uncertainty can create stress, guilt, second-guessing, and conflict at the exact moment loved ones are already dealing with grief, illness, or major change.

A well-constructed estate plan does more than organize assets. It can replace uncertainty with direction, give the people you trust clear authority, and reduce the number of difficult decisions your family may otherwise have to make on your behalf.

Planning ahead isn’t only about protecting what you own. It’s about protecting the peace of mind of the people you love—including your own.

Call The Feller Group, P.C. today to schedule a consultation and put a clear plan in place for the people who matter most.

A trust can be signed, notarized, carefully drafted—and still fail to keep certain assets out of probate. Why? Because c...
09/01/2026

A trust can be signed, notarized, carefully drafted—and still fail to keep certain assets out of probate. Why? Because creating the trust is only one part of the process.

For a trust to control an asset, that asset generally needs to be properly connected to the trust. If a home, account, or other property was never retitled or otherwise transferred as intended, it may remain outside the trust altogether.

That can leave families with an unpleasant surprise: an estate plan that looked complete, but still requires probate for assets that were never properly funded into the trust.

This is why estate planning should not end the day the documents are signed. Funding and maintaining the trust are just as important as creating it.

A good question to ask is not only, “Do I have a trust?” but also, “What does my trust actually own?”

The Feller Group, P.C. can help review how your estate plan is structured and whether your assets are aligned with the plan you intended. Call us today to schedule a consultation and make sure your trust is working the way you intended.

08/31/2026

You spend years planning for your children’s future. But have you planned for the possibility that you may not be there to guide it?

A basic will can name guardians, but protecting minor children often requires more than that. A thoughtfully designed estate plan can help ensure the right people are legally empowered to care for your children, manage assets on their behalf, and provide the financial structure they may need until they are old enough to manage those assets themselves.

Because protecting your children isn’t only about who would care for them — it’s also about making sure the resources you leave behind are protected and used the way you intended.

A new will doesn’t necessarily mean your entire estate plan is new.One of the easiest details to overlook is also one of...
08/30/2026

A new will doesn’t necessarily mean your entire estate plan is new.

One of the easiest details to overlook is also one of the most powerful: the beneficiary designation already sitting on file.

IRAs, life insurance policies, and annuities often pass directly to the person named on the account. In many cases, that designation controls the transfer regardless of what your updated will or trust says.

That means an old form naming a former spouse, a deceased relative, or someone you no longer intend to benefit could still determine where a significant asset goes.

Major life changes—marriage, divorce, a new child, a death in the family, retirement, or simply the passage of time—are good reasons to review those designations.

A complete estate plan isn’t just about drafting the right documents.

It’s about making sure your will, trust, account ownership, and beneficiary designations all tell the same story.

Many people assume that once they name an executor, that person will be in charge of everything they own after they die....
08/29/2026

Many people assume that once they name an executor, that person will be in charge of everything they own after they die.

That’s not always how it works.

Some of your largest assets may pass outside of probate entirely. Retirement accounts, life insurance, transfer-on-death accounts, payable-on-death accounts, and jointly owned property can often transfer directly to a named beneficiary or surviving owner.

That means your executor may never have control over those assets at all.

Why does that matter? Because your will and your beneficiary designations can point in completely different directions. If your will says one thing, but an old beneficiary form or joint ownership arrangement says another, the asset may still pass according to the account or ownership record.

This is why a complete estate plan is about more than choosing an executor and signing a will.

It also means reviewing:

• beneficiary designations
• account ownership
• transfer-on-death instructions
• jointly owned assets
• retirement accounts and life insurance

Your estate plan works best when all of these pieces are coordinated and reflect the same intentions.

A well-drafted will is important—but it cannot control every asset you own.

Adding a child to your bank account may feel like a simple way to make things easier—but legally, it can change much mor...
08/28/2026

Adding a child to your bank account may feel like a simple way to make things easier—but legally, it can change much more than day-to-day access.

When a child is added as a joint owner, the account may pass directly to that child at death, depending on how the account is titled. That can create a result that is very different from what your will says.

It can also create other risks. A jointly owned account may become vulnerable to issues involving the child’s creditors, lawsuits, or divorce, and it can lead to confusion or conflict among siblings if the rest of the family believed the account was meant to be shared.

The key distinction is this: giving someone access to help manage an account is not always the same as making that person a legal owner.

Before adding a child to an account, it’s important to understand exactly what rights that ownership creates, how the account would pass at death, and whether it supports—or unintentionally overrides—the rest of your estate plan.

Convenience today should not create uncertainty for your family later.

A will or trust can be carefully drafted—and your estate can still become difficult to settle if the ownership records a...
08/27/2026

A will or trust can be carefully drafted—and your estate can still become difficult to settle if the ownership records attached to your assets tell a different story.

Not every asset passes neatly through a will. What happens after death can depend on how an asset is titled, whether a beneficiary is named, whether there is a surviving joint owner, or whether a transfer-on-death designation exists.

This can become especially complicated with assets that are easy to overlook, including old brokerage accounts, business interests, inherited property, mineral rights, online assets, and accounts opened decades ago.

When ownership records are unclear, outdated, or inconsistent with the estate plan, families may be left trying to determine who has the legal authority to manage or receive an asset. That can lead to delays, additional legal or court involvement, confusion among heirs, disputes, and added time and expense in settling the estate.

That’s why estate planning is about more than deciding who gets what.

Your account titles, deeds, beneficiary designations, joint ownership arrangements, and trust ownership should all support the same plan. A strong estate plan works best when the legal documents and the ownership records behind your assets are aligned.

Reviewing those details now can help create a much clearer path for the people you leave behind.

Your estate plan may not have an official expiration date—but that doesn’t mean it should sit untouched for years.Life c...
08/26/2026

Your estate plan may not have an official expiration date—but that doesn’t mean it should sit untouched for years.

Life changes. Families change. Finances change. And an estate plan that once fit perfectly can quietly become outdated.

Major life events like marriage, divorce, the birth of a child, the loss of a loved one, a move, a significant financial change, or a change in who you want making decisions on your behalf can all be reasons to review your documents.

Even without a major life event, it’s wise to revisit your plan every few years to make sure it still reflects your wishes, your family, and your current circumstances.

An estate plan is not a “set it and forget it” document. It should evolve with your life.

Your next opportunity could be the one that changes everything.The Feller Group, P.C. is growing, and we’re looking for ...
08/25/2026

Your next opportunity could be the one that changes everything.

The Feller Group, P.C. is growing, and we’re looking for an experienced Trusts & Estates or Elder Law Attorney who is ready to bring their knowledge, judgment, and passion for helping families to a team that truly values the work.

This is more than filling a position. We’re looking for someone who wants to make a meaningful impact, build lasting client relationships, and grow alongside a firm committed to guiding families through some of life’s most important decisions.

If you’re ready for a role where your experience is valued and your work matters, we’d love to hear from you.

Apply today at https://www.indeed.com/job/elder-law-trusts-estates-attorney-f711a7b6b56547cf

Address

572 Route 6, Suite 103
Mahopac, NY
10541

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