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
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
Financial Planning BANKRUPTCY IN THE AGE OF RETIREMENT RISING RATE OF SENIOR FILERS In 2011 a noted bankruptcy legal scholar at the University of Michigan Law School … December 5, 2015 2 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
