Asset Protection, Estate Planning, Living Trusts Money in IRA May Be Left Directly to Heirs ot to Trusts MONEY LEFT IN IRA AT TIME OF PASSING NOT SUBJECT TO NORMAL IRA RULES This blog previously discussed the Supreme … March 18, 2016 2 MIN READ
Caregiving, Elder Law NURSING HOME EVICTIONS LEADING COMPLAINT ABOUT NURSING HOME IS EVICTIONS On February 25 2016 National Public Radio (NPR) ran a story about what … March 17, 2016 2 MIN READ
Caregiving, Elder Law MAJOR NURSING HOME CASE TESTING MANDATORY ARBITRATION CLAUSE CASE OF POTENTIALLY NATIONAL IMPORTANCE REPORTED IN NEW YORK TIMES On August 21 2009 a tragic event occurred at a … March 15, 2016 3 MIN READ
Asset Protection, Estate Planning IRS Art Advisory Panel GOVERNMENT HAS BEST AT HAND – FOR FREE Whenever a taxpayer submits tax documents that deal with a work of … March 14, 2016 2 MIN READ
Estate Planning, Inheritance Trusts, Living Trusts Trust Modification in New York THE PROBLEM AND THE LAWS RESPONSE Sometimes when a person creates a trust they do not know all of the … March 9, 2016 2 MIN READ
Asset Protection, Estate Planning, Probate Wrongful Death Lawsuit as Part of Probate Estate PROBATE IS UNAVOIDABLE It is a fact of life that we can never plan for the worse case scenario and … March 7, 2016 2 MIN READ
Asset Protection, Elder Law OPERATION COCOON: FEDERAL EFFORT TO CURB UNWITTING SENIORS FROM ACTING AS DRUG MULES On February 10 2016 the United States Immigration and Customs Enforcement (‘ICE’) announced in a policy document that appears to … March 4, 2016 2 MIN READ
Asset Protection WHAT HAPPENS IF MY HEIRS OR BENEFICIARIES PASS AWAY AT THE SAME TIME AS ME? MODERN PROBLEM WITH ANCIENT ROOTS New York is one of approximately 19 states along with the District of Columbia and … March 4, 2016 2 MIN READ
Estate Planning, Wills What Happens in My Heir Passes Away Before Me? NEW YORK ANTI-LAPSE STATUTE This blog previously discussed what happens if an heir passes away simultaneous with a testator and … March 2, 2016 3 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
