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
Asset Protection, Estate Planning INHERITANCE RIGHTS OF ADOPTIVE CHILDREN NOT CUT OFF FROM BIOLOGICAL PARENTS IN EVERY CASE It is not unheard of for adoptive children to seek out … February 29, 2016 3 MIN READ
Caregiving, Elder Law PRE-PAID FUNERAL S IN NEW YORK NEW YORK PROTECTIONS Many people are leary about purchasing a pre-paid funeral. This blog discussed some of the issues common … February 26, 2016 2 MIN READ
Asset Protection, Elder Law Adult Protective Services Voluntary Draft Guidelines UNIFORMITY OF LAWS Many laws across the country are the result of non-profit civic minded legal entities. The American Legal … February 24, 2016 2 MIN READ
Asset Protection, Wills Understanding Health Savings Accounts GOOD FOR CERTAIN SUBSET OF POPULATION A health savings account is another way to save your money tax free for … February 22, 2016 2 MIN READ
Asset Protection, Elder Law GERIATRIC CARE MANAGER DISTANCE AND PROFESSIONALISM The New York Times ran an article on December 23 2015 discussing the distance that the average … February 18, 2016 2 MIN READ
Asset Protection, Estate Planning INHERITING A ROTH IRA ACCOUNT ROTH IRA ACCOUNTS ARE FUNDAMENTALLY DIFFERENT This blog explored the topic of inheriting an individual retirement account (IRA) in a … February 17, 2016 3 MIN READ
Elder Law, Elder law estate planning, Financial Planning SPECIAL NEEDS THIRD PARTY AND SELF SETTLED TRUSTS – WHATS WITH ALL THE NAMES? LEGAL DISTINCTIONS THAT MATTER When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated … February 17, 2016 3 MIN READ
Asset Protection, Elder Law, Elder law estate planning PLANNING FOR YOUR SPECIAL NEEDS LOVED ONES CREATE A GLOBAL PLAN TO GO INTO EFFECT TODAY If you are a parent stepparent grandparent or caretaker of a … February 15, 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
