Estate Planning Estate Planning for Entrepreneurs and Founders Part 3: Advanced Wealth and Estate Transfer The final step in a three (3) part series advanced wealth and estate transfer planning allows an estate owner to … December 1, 2018 2 MIN READ
Estate Planning QTIP Trust Protects the Interests of Inheriting Children from Preceding Marriages The formation of a Qualified Terminable Interest Property (“QTIP”) trust is a tax-exempt estate planning option that allows for an … November 19, 2018 2 MIN READ
Estate Planning Trusts and Estates Planning for Same-Sex Couples QTIP Trust Planning for Same-Sex Couples When the United States Supreme Court struck down the Defense of Marriage Act (“DOMA”) … November 15, 2018 2 MIN READ
Estate Planning The Reinvestment Benefits of Viatical Settlement Viatical settlement has become a popular strategy for investors seeking immediate liquidity for end-of-life expenses. Distinct from other derivative products … November 11, 2018 2 MIN READ
Estate Planning Why a Life-care Policy is a Value-added Investment New York insurance laws allow for insurance providers to offer insured seniors life-care policy coverage. A specialized form of insurance … November 9, 2018 2 MIN READ
Estate Planning New York Homestead Exemption and Probate Homestead exemption protect property assets from probate. Properties recognized under laws of homestead are off-limits to creditors seeking attachment. New … October 27, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part II: The Appraisal Process The New York Department of Taxation and Finance (‘DTF”) recognizes the Office of Real Property Tax Services (“ORPTS”) and Appraisal … October 17, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part I: Valuation Standards Estate planning involves asset valuation for purposes of taxation financial and investment planning and future distribution to heirs and beneficiaries … October 14, 2018 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
