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PAST MATTERS

Case Results

AUTO ACCIDENT / WORKERS COMPENSATION / SOCIAL SECURITY DISABILITY

A 56 year old client, while on the job, suffered catastrophic injuries from a car accident caused by another individual.  These injuries will prevent him from being able to work again.  Harry’s office was able to get him approved for Workers Compensation Permanent and Total Disability, Social Security Disability Benefits, as well as recover damages from the negligent party.  Total compensation awarded was in excess of $750,000. 


SPECIAL NEEDS ESTATE PLANNING / SOCIAL SECURITY BENEFITS

Provided assistance and planning to a family with a special needs child who was turning 18 years old.  Mr. Bernstein was able to get the Probate Court to grant guardianship of the child to Mom and Dad, as well have Social Security Benefits approved on the initial application.  


SOCIAL SECURITY BENEFITS

Working directly with a local agency which serves low income individuals with mental health issues, Harry has been able to get 10 of their clients approved for disability benefits.


WORKERS COMPENSATION / SOCIAL SECURITY BENEFITS

A client in her forties was injured on the job.  Harry was able to get her Social Security Benefits approved without a hearing, as well as settle her Workers Compensation claim.  Total compensation awarded was more than $300,000.


SPECIAL NEEDS ESTATE PLANNING

Working with a team of financial and insurance advisors, Harry developed an estate plan for a retired couple to protect their assets for their golden years, as well as provide for their typical and special needs children and grandchildren.


ELDER CARE ESTATE PLANNING

A family came to Harry’s office when their Mom was facing the possibility of long term care.  Harry developed an effective estate plan to conserve much of her assets for her care and her family’s future.


WORKERS' COMPENSATION

Negotiated a workers compensation settlement of $160,000+ for a client while preserving his Social Security Disability benefits


FAVORABLE SOCIAL SECURITY OUTCOME

Received three fully favorable Social Security awards for claims argued on the same day


COMPLEX ESTATE PLAN

Developed a complex Estate Plan for family involving three generations, and several members with special needs.  Helping them grow, and protect their assets, while maintaining access to benefit programs  


501(C)3 RESTRUCTURE

Developed a restructuring plan for a major local 501(c)3 Charitable organization, allowing them to provide college scholarships to under-served youth