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
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
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
