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
Asset Protection ELDER PROTECTION AND ABUSE PREVENTION ACT FEDERAL DEFINITION OF ELDER ABUSE AND FEDERAL RESPONSE In these United States it is often that many things are left … April 22, 2016 2 MIN READ
Asset Protection, Estate Planning SPLIT ANNUITY FOR ESTATE PLANNING HYBRID PLANNING TOOL – COMPOUND INTEREST AND IMMEDIATE PAYOUT There are some retirement strategies that people engage in that have … April 21, 2016 2 MIN READ
Asset Protection, Caregiving INTERSTATE ADULT GUARDIANSHIPS INCREASING IN FREQUENCY Guardians across the country are beginning to grapple with a larger phenomena of life in these United … April 19, 2016 2 MIN READ
Estate Planning Joint Spousal Trust NOT AS USEFUL BUT STILL GOOD TO HAVE This blog has explored the issues revolving around an ABC trust in … April 15, 2016 2 MIN READ
Asset Protection, Elder Law How Does the Death of a Spouse Affect Medicaid Eligbility NEED FOR UPDATED ESTATE PLANNING WHEN ONE SPOUSE GOES INTO NURSING HOME When one spouse goes into a nursing home … April 14, 2016 2 MIN READ
Asset Protection, Estate Planning Estate Planning for New York’s Estate Tax GOOD NEWS AND BAD NEWS Most people are aware that April 15 is tax day. That simply means that you … April 13, 2016 2 MIN READ
Asset Protection, Estate Planning How to Assure an Estate Battle HUGUETTE CLARK AS EXEMPLAR The last member of the gilded age passed away just a few years ago. Huguette Clark’s life … April 11, 2016 2 MIN READ
Medicaid Applications, Medicaid Eligibility, Medicaid Planning MEDICARE’S OBSERVATIONAL STATUS SOME LIMITED RELIEF Patients who rely on Medicare sometimes experience sticker shock after being released from the hospital only to … April 8, 2016 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
Newspaper Column Avoiding New York Estate Taxes The estate tax exemption for New York residents was $5.93 million in 2021 and, since it is indexed to inflation, … September 30, 2025 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Eligibility, Medicaid Planning The Role of the Stop Unfair Medicaid Recoveries Act Current federal regulations require Medicaid programs run by states to try to recoup the cost from estates of recipients who … April 18, 2022 2 MIN READ
