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, Wills INHERITANCE RIGHTS OF POSTHUMOUSLY CONCEIVED CHILDREN GROWING LEGAL ISSUE The federal Department of Health and Human Services estimates that there are currently approximately 600 000 frozen … December 5, 2015 3 MIN READ
Elder Law FINANCING LONG TERM CARE SERVICES AND SUPPORTS A DEPLETED INSURANCE MARKET Many of us will likely find a need at some point with help for basic … December 2, 2015 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, Financial Planning Advances on Pensions: Is It Predatory Lending? GOVERNMENT ACCOUNTING OFFICE INVESTIGATION On September 30 2015 the Government Accounting Office (GAO) issued a report following a 15 month … November 25, 2015 2 MIN READ
Asset Protection DISCRETIONARY TRUSTS PROTECT ASSETS FROM CREDITORS The Domestic Asset Protection Trust is becoming more and more popular lately in various jurisdictions. Alaska … November 24, 2015 2 MIN READ
Asset Protection, Elder Law FAIR HOUSING ACT IN SENIOR HOUSING CIVIL RIGHT ACTS DEALING WITH ELDER LAW MATTERS The Fair Housing Act of 1968 was one of the raft of … November 22, 2015 2 MIN READ
Asset Protection, Assumption of Potential Tax Liability May Affect Estate Planning GIFT TAX LIABILITY Gift tax liability and estate planning sometimes intersect. The tax Court case of Steinberg v. Commissioner 141 … November 21, 2015 2 MIN READ
Estate Planning Saving an Estate Charitable Deduction through Qualified Reformation On Dec. 12 2014 the Internal Revenue Service issued Private Letter Ruling 201450003 in which it considered whether an estate … January 14, 2015 2 MIN READ
Newspaper Column Avoiding Elder Financial Abuse Recently, the Internet Crime Complaint Center of the FBI reported almost ten thousand complaints involving tech scams targeting older adults … September 30, 2025 1 MIN READ
Elder Law, Medicaid Planning, Medicaid Trusts Elder Law Issues with Second Marriages Our New York elder law estate planning lawyers understand that handling long-term planning issues can be particularly delicate when there … January 18, 2012 2 MIN READ
