Elder law estate planning CHARITABLE ROLLOVER OF RETIREMENT ACCOUNT DISTRIBUTION NON-TAXABLE DISTRIBUTION FROM IRA On December 18 2015 President Obama signed the Protecting Americans from Tax Hike (PATH) Act which made permanent among other … January 5, 2016 2 MIN READ
Asset Protection, Elder law estate planning HOW LONG CAN IRS COME AFTER ME? THE SUMNER REDSTONE CASE Sumner Redstone is an entertainment business mogul with a majority share ownership of CBS entertainment and Viacom and through Viacom … January 2, 2016 3 MIN READ
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
Estate Planning, Living Trusts HOW REVOCABLE IS MY IRREVOCABLE TRUST IRREVOCABLE TRUSTS COSTS AND BENEFITS Trusts are valuable estate planning devices that allow for the transmission of wealth with lower … December 27, 2015 3 MIN READ
Wills INVALIDATING A WILL WHAT HAPPENS IF A WILL IS INVALIDATED? Wills are perhaps the most basic and simple form of passing on property … December 21, 2015 2 MIN READ
Caregiving, Elder Law NURSING HOME RESIDENTS’ BILL OF RIGHTS THE BASICS – FEDERAL LAW In 1965 federal law enabled the federal government to license nursing homes under two … December 14, 2015 2 MIN READ
Asset Protection, Blended Families Estate Planning INHERITING A LEASE VALUABLE ASSET A residential lease in New York City or any desirable locale can provide many benefits. Some people … December 12, 2015 2 MIN READ
Caregiving, CAMERAS IN THE NURSING HOME MANY ISSUES TO ADDRESS – PRIVACY AND LEGAL CONSIDERATIONS The issue of video cameras in nursing homes has exploded … December 11, 2015 2 MIN READ
Estate Planning Anticipated Changes in IRS Rules Regarding Family Business Valuations WHY IT MATTERS FOR ESTATE PLANNING Every year the Federal Department of Treasury publishes the greenbook which outlines the then … December 8, 2015 2 MIN READ
Caregiving, Long Term Care Planning, New York Elder Law, NY Elder Law Onondaga County Officially Transfers Ownership of Nursing Home to Private Firm The changing face of New York nursing home care continued this weekend as another county officially got out of the … December 6, 2013 2 MIN READ
Asset Protection, Estate Planning, Wills Will Does Not Revoke Previous Transfer of Property to Trust BEST LAID PLANS DO NOT ALWAYS WORK OUT A case with an interesting factual background came out of Texas recently. … April 25, 2016 2 MIN READ
Elder law estate planning, Estate Planning, Healthcare Decisions, Medicaid Eligibility, Medicaid Planning, Medicaid Trusts The Medicaid Look-Back Period: Proactive Planning vs. Crisis Management Doctors and other professionals may forget to ask caregivers how they are coping with the care of another. Queries such … June 16, 2026 5 MIN READ
