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New York Estate Planning & Elder Law Blog

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Audit of NY Office of Medicaid Inspector General

The latest developments with the NY Medicaid program relate to concerns about the performance of the state Office of Medicaid Inspector General (OMIG). The OMIG’s role is to ensure maximum efficiency of the program. Considering the constant chatter about possible program changes in order to save costs, the work of…

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Family Claims Women Looking to “Fleece” Estate After Man’s Murder

Earlier this month we discussed the unique estate issues connected to the murder of a wealthy investor named Raveesh Kumra. Mr. Kumra was murdered during a robbery late last year. It has since been learned that the suspects include several men with connections to alleged prostitutes with whom Kumra apparently…

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When Powers of Attorney Go Wrong – Senior Fights to Save His Home

Elder law issues are complex and comprehensive. Many attorneys practice exclusively in this area, because the legal issues facing the nation’s growing number of seniors are very unique, encompassing many different matters, including securing healthcare, at-home support, inheritance planning, and more. Unfortunately, some try to use generic shortcuts to handle…

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Discriminatory Old University Trust May Be Modified

Upon visiting an estate planning lawyer for the first time and learning about available options, many are surprised at the flexibility of different legal tools involved in the transfer of property. Far from simply doling out assets to specific friends and family members, one has immense control in deciding how…

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Stolen Home: Elderly Mother Claims Deed Conveyed to Son Via Fraud

Most discussions of elder financial exploitation include accusations of unique scams targeted at trusting seniors. As we discussed last week, many wrongdoers try to swindle the elderly community via insurance frauds, home repair schemes, and similar techniques. These are very real dangers that must be guarded against. However, it is…

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Siblings Inheritance Feud Turns Criminal

Estate planning attorneys frequently urge residents to be careful about creating long-term plans to avoid family feuding. Careful consideration of inheritances, open communication between families, and prudent use of tools like trusts are usually the best way to ensure that families are not torn apart after a passing. Some seniors…

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Massive Elder Scam Cost Seniors Nearly $6 Million

On the whole, studies continue to show that seniors citizens are more “trusting” than younger demographics. Sadly, that trust is often exploited by those seeking to scam seniors out of significant sums of money, including retirement savings. These scams take many forms, and each are a reminder for families to…

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Children-Out-of-Wedlock and Inheritance Feuding

The more complex a family arrangement, the more tailored estate plan is likely needed. For local residents this often takes the form of second or third marriages, with children and different step-relatives. The “default” rules may not be good at accounting for these various relationships and balancing the unique needs…

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