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Elder Law

Assisting seniors and their families with asset protection, health care needs, Medicaid planning and applications and related estate planning needs.

Robert A Scalise Jr., ES&M Attorney Partner

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Litigation

Representing individuals in personal injury matters, motor vehicle violations and criminal matters.

Stephen L. Mangan, ES&M Attorney Partner

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Estate Planning

We're committed to ensuring you have the right healthcare and that your assets are protected.

Kristen Lynn, ES&M Attorney

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Real Estate

Assisting individuals with the purchase, sale and refinance of residential and commercial property.

Robert A Scalise Jr., ES&M Attorney Partner

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Estate Planning

Helping individuals and their families preserve and protect their assets both during life and upon death through the use of Wills, Trusts, Durable Powers of Attorney and Health Care documents.

Stephen L. Mangan, ES&M Attorney Partner

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Elder Law

Assisting seniors and their families with asset protection, health care needs, Medicaid planning and applications and related estate planning needs.

Kristen Lynn, ES&M Attorney

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Estate Planning

Helping individuals and their families preserve and protect their assets both during life and upon death through the use of Wills, Trusts, Durable Powers of Attorney and Health Care documents.

Robert A Scalise Jr., ES&M Attorney Partner

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Real Estate

Assisting individuals with the purchase, sale and refinance of residential and commercial property.

Stephen L. Mangan, ES&M Attorney Partner

News

May 26, 2020

Essential Documents for your Estate Plan

The Covid-19 pandemic undoubtedly has you on edge. We have all been forced to face our fears in some way, whether it’s the fear of falling ill, losing a job, having to spend time alone or losing a loved one. … Continued

May 26, 2020

Nursing homes swindling residents out of their coronavirus stimulus checks, FTC warns

The Federal Trade Commission has warned that nursing homes in Iowa, as well as other states, have been coercing residents on Medicaid to hand over their coronavirus stimulus checks. “We’ve been hearing that some facilities are trying to take the … Continued

May 26, 2020

How Your Stimulus Check Affects Medicaid Eligibility

The coronavirus relief bill includes a direct payment to most Americans, but this has Medicaid recipients wondering how the payment will affect them. Because the payment is not income, it should not count against a Medicaid recipient’s eligibility.  The Coronavirus … Continued

May 20, 2020

Regulators ease restrictions on homeowners in coronavirus mortgage bailout program

Federal regulators have changed rules and cleared up some confusion about limits placed on the more than 4 million borrowers in the mortgage relief program the government rolled out to contend with the coronavirus’s economic onslaught. Lending rules that were … Continued

May 1, 2020

Lindsay Foundation Supports Basic Needs Fund, Addiction Services

We are proud of our clients! Good People doing Good Work. The Brian & Marilyn Lindsay Foundation made a grant that matters to Wheeler Clinic. See the full story: https://www.wheelerclinic.org/news/honoring-life-providing-hope

April 22, 2020

The offices of Ericson, Scalise & Mangan are remaining open during the pandemic to support our community and clients. We offer many services including Medicaid Planning and Applications. If you or a family member requires long-term care, the cost can … Continued

April 22, 2020

The offices of Ericson, Scalise & Mangan are remaining open during the pandemic to support our community and clients. We offer many services including Probate Administration. When a family member dies, there are important issues the survivors must face. As … Continued

April 15, 2020

Helping Protect Seniors from Fraud and Identity Theft

Helping Protect Seniors from Fraud and Identity Theft Highlights: Senior citizens’ savings and good credit may make them more attractive to fraudsters Shame or embarrassment may prevent seniors from reporting fraud Educate the seniors in your life of the risks … Continued

April 13, 2020

The Christine E. Moser Foundation website is live.

The Foundation was created by Christine shortly before her death to support certain organizations in her community as she did during her life. To learn more, visit the Christine E. Moser Foundation website. Christine E. Moser Foundation

April 7, 2020

PAYCHECK PROTECTION PROGRAM (PPP) INFORMATION

Get the information directly from the Department of Treasury regarding the PPP. https://home.treasury.gov/system/files/136/PPP–Fact-Sheet.pdf

April 6, 2020

Mortgage Relief under the CARE Act

Please review this short video which discussing forbearance options under the CARE Act.

March 30, 2020

As a contribution to our community during this challenging and unprecedented time, the attorneys at Ericson, Scalise & Mangan, P.C., are offering to prepare Advanced Directives (commonly referred to as “Living Will”) for no charge to residents of Connecticut. Based … Continued

March 21, 2020

Legal Services are considered Essential Services by Governor Lamont’s executive order.  ESM is open to assist you in these difficult times. We are allowing our staff to work remotely; we are handling most appointments remotely. We can help you from … Continued

March 6, 2020

Why New Parents Need an Estate Plan

Becoming a new parent is a life changing experience and caring for a child is an awesome responsibility as well as a joy. This is also the time to think about your child’s future by asking an important question: who … Continued

February 11, 2020

Passage of SECURE Act

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate and signed into law in December 2019. The legislation, designed to … Continued

January 21, 2020

Thoughts from the 54th Heckerling Institute on Estate Planning:

The passage of the SECURE Act will require all to review beneficiary designations for retirement accounts, especially if you are using a trust. Is it time to consider a Charitable Remainder Trust as beneficiary of your IRA? How about a … Continued

December 16, 2019

Guidance on Grandparent Gifting

Grandparents are regularly generous with grandchildren, sometimes giving significant amounts of money. With the holidays approaching, gifting increases. Often grandparents want to share their resources to leave a legacy. In some cases, their children or grandchildren are dealing with financial … Continued

December 11, 2019

Avoid these mistakes when setting up a trust

When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting as you intended, creating additional cost and unintended consequences for … Continued

October 25, 2019

Don’t make the mistake of not signing up for Medicare supplemental coverage

If you are turning 65 and enrolling in Medicare as a healthy senior, do you really need to sign up for Medicare’s supplemental coverage as well? Not signing up initially could be very costly down the road. With all the … Continued

October 17, 2019

Proud to support Special Olympics.

Laura has been working with therapeutic horseback riding and assisting with Special Olympics for years. Great work Laura!

October 14, 2019

Should you prepare a Medicaid application yourself, or get help?

A decision on whether to prepare and file a Medicaid application on your own or hire help depends on answers to these questions: How old is the applicant? How complicated is the applicant’s financial situation? Is the individual applying for … Continued

October 14, 2019

Coat & Toy Drive

Please support this Coat & Toy Drive. As the winter season is approaching, many are without the proper clothing to gear up for the bitter cold.Together with Central CT BNI we are also collecting new unwrapped toys this holiday season … Continued

September 17, 2019

Congratulation to David Grossmann

Congratulation to our client David Grossmann who received a first place award in the Black & White Landscape division at the Goshen Fair. David and his wife Cynthia have been clients of ESM for years. He is an avid photographer. … Continued

August 20, 2019

Liberty Bank and Simsbury Bank

We are pleased to announce that ES&M are approved attorneys to close loans for Liberty Bank and Simsbury Bank.

August 14, 2019

Connecticut Domestic Asset Protection Trust (DAPT)

For years clients have asked us about forming asset protection trusts. We were always forced to form them in other states or even other countries. Effective January 1, 2020, Domestic Asset Protection Trusts can be formed in Connecticut. At the … Continued

August 7, 2019

Use a lawyer for Medicaid planning

Many seniors and their families don’t use a lawyer to plan for long-term care or Medicaid, often because they’re afraid of the cost. However, an attorney can help you save money in the long run and make sure you’re getting … Continued

June 29, 2019

We Support…Newington Boys Tennis

Congratulations to the Newington Boys Tennis team, and our good friend Coach Don Lukowski, on a great 2019 season.

June 14, 2019

Live – Love – Laugh with Laurena

We Support Laurena McCarthy. Comedy Night and A Screening of the Hope on the Horizon Documentary The community is invited for an evening to honor Laurena McCarthy, a remarkable teacher, mentor and mother who has dedicated her life to others. … Continued

June 10, 2019

NBHS Football Golf Tournament

ES&M were glad to support New Britain High School Football at the annual golf tournament hosted by Head Coach and Super Bowl winner, Tebucky Jones. The tournament took place on Sunday, June 9th at Tunxis golf course owned by the … Continued

May 9, 2019

Law Day Ceremony

Congratulations to 2019 Law Day Award winners: Claudia Barbieri – Liberty Bell Award Joanne Lewis – Public Service Award John A. Barbieri – President’s Award Present L to R: Bill Forbes, Stephen Mangan, Rick Pentore, Joanne Lewis, John Barbieri, Claudia … Continued

April 23, 2019

When can you delay taking Medicare?

When can you delay taking Medicare? Although you’re eligible for Medicare at 65, there are circumstances in which you might not want to apply, particularly if you’re working for a larger employer or contributing to a health savings account (HSA). … Continued

What's been said...

We Support...

Lindsay Foundation Supports Basic Needs Fund, Addiction Services

We are proud of our clients! Good People doing Good Work. The Brian & Marilyn Lindsay Foundation made a grant that matters to Wheeler Clinic. See the full story: https://www.wheelerclinic.org/news/honoring-life-providing-hope

The Christine E. Moser Foundation website is live.

The Foundation was created by Christine shortly before her death to support certain organizations in her community as she did during her life. To learn more, visit the Christine E. Moser Foundation website. Christine E. Moser Foundation

Proud to support Special Olympics.

Laura has been working with therapeutic horseback riding and assisting with Special Olympics for years. Great work Laura!

Guest Posts

April 30, 2020

Some activities during COVID 19 isolation.

Dear Clients, Family and Friends: We hope you and your family are staying healthy and safe during these challenging times.  We understand that social distancing and stay at home orders are difficult so having an outlet to escape the routine … Continued

June 20, 2019

5 Steps to Create a Home Inventory Checklist (By Scott Humphrey, Travelers for Insurance Associates, 74 Vine St., New Britain, CT 06052)

After a fire, burglary or another event in which you lost possessions from your home, it may be difficult to remember the details of every one of the belongings that you have accumulated over the years. In this situation, having … Continued

June 13, 2019

When Does a Roth Conversion Make Sense?

If you have money in a traditional IRA, there are several instances when it might make sense to consider a Roth conversion. That’s because a Roth conversion allows you to pay tax today, locking in what you owe Uncle Sam … Continued

April 18, 2019

Client Guide to a Recession

Bill Bonk Cell: 617-834-8668 bill@producersmail.com BBIM: Bill Bonk Insurance Marketing A Producers Choice Network Affiliate