Asset Protection, Estate Planning BACK TO THE BASICS – INHERITING AN IRA STILL TAXABLE Death and taxes the old saying goes are the only two things in life that are guaranteed. Taxes … February 15, 2016 2 MIN READ
Asset Protection, Estate Planning How to Wrap Up the Affairs of a Special Needs Trust? TRUST SETTLOR GIVES UP CONTROL When a settlor creates a trust he/she passes title of the property or asset to … February 13, 2016 3 MIN READ
Asset Protection, Estate Planning Understanding Celebrity Bonds DAVID BOWIE BONDS As the world learned David Bowie passed away on January 10 2016. Mr. Bowie was always … February 11, 2016 3 MIN READ
Caregiving, Elder Law Adult Guardianships Restoring Rights GUARDIANSHIP CAN BE VACATED As this blog has discussed in some detail in the past Adult Guardianship is a complicated … February 9, 2016 2 MIN READ
Asset Protection, Estate Planning FEDERAL COURT EXCEPTION TO PROBATE JURISDICTION FEDERAL COURTS ARE COURTS OF LIMITED JURISDICTION There is little question that Federal Courts are courts of limited jurisdiction. If there … February 6, 2016 2 MIN READ
Asset Protection, Elder Law FEDERAL TAX EXEMPTION FOR ELDERLY DEPENDENTS EVERY LITTLE BIT COUNTS For those of among us who care for elderly parents or relatives you do it without … February 3, 2016 2 MIN READ
ARBITRATION CLAUSES IN WILL OR TRUST NEW YORK RULE ON ARBITRATION FOR PROBATE DISPUTES The idea of using quasijudicial means to settle disputes is as old … February 3, 2016 2 MIN READ
Estate Administration, Estate Planning Planning for Married Medicaid Applicant’s Community Spouse – Community Spouse Income When a married person applies for Medicaid the government looks at the collected or pooled resources of the two to … February 1, 2016 2 MIN READ
Elder Law, Elder law estate planning Veterans Administration Pensions – Aid and Attendance Pension The Veterans Administration has a program that allows for a large subset of the veterans population to qualify for certain … January 29, 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
