Asset Protection, Wills LET GO OF MY INHERITANCE – INTERFERENCE WITH AN EXPECTANCY WRONGFUL INTERFERENCE WITH WILL It is known by many different names depending on the state and the era. Most recently … January 6, 2016 2 MIN READ
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
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
