JAY J. SANGERMAN, PLLC is a boutique law firm which focuses its practice areas in the development of supplemental needs trusts in medical malpractice and personal injury matters. As part of our services, we assist in the over-all planning for the placement of settlement proceeds, case settlement and document drafting for case settlement, including the drafting of infant compromise orders, parents affidavits and attorney affirmations. We also review and assist in the drafting of settlement agreements. We offer guardianship services and Medicaid planning as they relate to case settlement. We also offer general estate planning and estate administration services.
Mr. Sangerman began the firm in 1990, when he left Fried Frank Harris Shriver and Jacobson, where he worked on complex litigation matters, as well as in estate litigation. Mr. Sangerman began the firm as an Elder Law and Trusts and Estates Practice. By the end of 1991, the firm evolved into estate planning with the use of supplemental needs trusts. In New York and in New Jersey, Mr. Sangerman obtained approval for the creation of supplemental (special) needs trusts for the placement of medical malpractice and personal injury matters. In 1993, when Congress codified the law on the creation of supplemental needs trusts, Mr. Sangerman's practice in supplemental needs trusts developed much further. It was at that time that Mr. Sangerman assisted with planning for the placement of settlement proceeds with structured settlement annuities and upfront cash. Due to the large growth in the firm's practice area in the drafting of supplemental needs trusts and related planning, the firm, which had been a boutique practice, further focused its practice areas to those related to supplemental needs trusts, case settlement and trusts and estates.
Mr. Sangerman has a national reputation in use of supplemental needs trusts in case settlement and discusses the use of such trusts with national and regional regulatory agencies. Recently, Mr. Sangerman has clarified the Social Security and Medicaid rules in regards to the payment of structured settlement annuities into supplemental needs trusts.
JAY J. SANGERMAN, PLLC is listed in The Bar Register of Preeminent Lawyers published by Martindale-Hubbell. We serve as consultant to medical malpractice and personal injury attorneys, as well as to insurance companies, in the settlement of personal injury and medical malpractice actions with the use of Supplemental Needs Trusts. We also assist with the settlement of Medicaid claims. The firm performs fiduciary accountings for bank trust departments, executors, trustees and guardians. Our clients include individuals, hospitals and nursing homes, banks and stock brokerage companies, insurance companies and attorneys, especially personal injury attorneys who retain us for assistance in settling their tort actions and maximizing the settlement or awards for their clients. The firm practices law in New York, Florida and New Jersey.
Jay J. Sangerman, Esq. speaks extensively on issues pertaining to (special) supplemental needs trusts and case settlement. His audiences include bar, judicial and trade associations, as well as hospital, medical and social work staffs, and various social, educational, professional and philanthropic groups. Mr. Sangerman's articles have been published by the Practicing Law Institute, the New York State Bar Association, the National Academy of Elder Law Attorneys, the CPA/Law Forum and the Central Conference of American Rabbis. His hospital discharge article is cited in 42 U.S.C.A §1395x. Among the articles written by Mr. Sangerman are the following: "Supplemental Needs Trusts for the Settlement of Tort Claims, Estate Planning and Protection of Inheritances: A Nuts and Bolts Analysis," One On One, NYSBA, Summer, 1998. Co-author: "The Attorney's Role in the Hospital Discharge Planning Process for the Elderly," NYSBJ, February, 1993; "First-Party Supplemental Needs Trusts," NYLJ, June 2, 2003, Outside Counsel; "Placement of Settlement Proceeds in Tort Matters," 2003 and 2004 Fall editions for New York State Trial Lawyers publication, Bill of Particulars, articles on placement of award funds; "Supplemental Needs Trusts: The Second Decade," NYLJ, July 26, 2004, Ethical Considerations for Elder Law Attorneys," Practicing Law Institute, 1992 (Estate and Financial Planning for the Aging and Incapacitated); "Medicaid Planning: Some Thoughts on Elder Law," CPA/Law Forum, April, 1993; "The Jewish Perspective on Death and Dying: A Multifaceted Response," Pride Institute, Spring, 1993; "Medicaid Planning," One On One, NYSBA, Summer, 1993; "Ethical Issues in Elder Law," NYSBJ, Sept. 1993; "The Guardianship Process: The Attorney's Perspective," NYS Psych.
