Estate Planning, Wills NEW YORK’S INTESTACY LAWS As was outlined in the most recent blog posting if you compare the costs and benefits of creating a will … May 9, 2016 2 MIN READ
Estate Planning, Estate Taxes NEW IRS FORM TO REPORT BASIS FURTHER CHANGES MAY BE NEEDED When a person receives an asset via the probate process the transaction must be reported … May 7, 2016 2 MIN READ
Asset Protection, Elder Law, Financial Planning DISABLED MILITARY CHILD PROTECTION ACT HELPS WITH SPECIAL NEEDS PLANNING SPECIAL NEEDS LAWS HELP PROTECT THOSE WHO PROTECT US For those of us who come from families with many military … May 5, 2016 2 MIN READ
Asset Protection, Estate Administration, Estate Planning CREDITORS OF AN ESTATE ORDER OF PAYMENT It should not be a surprise to anyone that when someone passes away their estate must pay … May 5, 2016 2 MIN READ
Asset Protection, Caregiving DEPENDENT CARE ASSISTANCE PROGRAM There is a relatively unknown or at least underutilized program in the law that can provide some important tax benefits … May 3, 2016 2 MIN READ
Estate Planning, Wills SELF CANCELLING INSTALLMENT NOTE CHANGE IN APPROACH BY IRS BUT STILL SOUND ESTATE PLANNING CONTINGENCY It is obvious that no one knows when they … April 29, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills More on Estate Planning for the Farmer PASSING THE FARM IS LIKE PASSING ON THE FAMILY CORPORATION There is no doubt that some modern farmers run large … April 27, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills Will Does Not Revoke Previous Transfer of Property to Trust BEST LAID PLANS DO NOT ALWAYS WORK OUT A case with an interesting factual background came out of Texas recently. … April 25, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills What Is Testamentary Capacity SUBSTANTIVE PROOF NEEDED The issue of consent and state of mind touches upon perhaps some of the most personal and … April 23, 2016 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Asset Protection, Estate Planning QUALIFIED TERMINABLE INTEREST PROPERTY TRUST QTIP TRUSTS – WHAT IS IT? In our society with divorces as common as it is many people would likely … November 30, 2015 2 MIN READ
Elder Law What are the Rules for Medicaid Asset Transfer in New York? Medicaid is a terrific program designed to help older Americans pay for the cost of their prescription medication hospital care … May 12, 2017 2 MIN READ
