Elder Law State Supreme Court finds Conflict of Interest Where Personal Representative Used Estate Property to Operate Decedent’s LLC After Death When a business owner passes away there are inevitably additional concerns for the estate. For instance should the business be … July 29, 2015 3 MIN READ
Estate Planning, Trusts Why Consider a Special Needs Trust? Supplemental Needs Trusts (also called Special Needs Trusts) have become fairly popular in recent years. These trusts are designed to … July 28, 2015 2 MIN READ
Estate Planning Joint Accounts are no Substitute for Quality Estate Planning Estate planning attorneys are frequently asked a troubling question: what’s the quickest cheapest and easiest way to just avoid probate … July 22, 2015 4 MIN READ
Elder Law Techniques for Coping with Caregiver Stress With an aging population more adult children are finding themselves faced with the difficult dilemma of caring for aging parents. … July 21, 2015 2 MIN READ
Estate Planning, Estate Taxes How NOT to Avoid Estate Taxes: The Scholarship that wasn’t a Scholarship Julius Schaller was a Hungarian-American immigrant was a wealthy grocery store owner who had acquired substantial assets that exceeded the … July 20, 2015 2 MIN READ
Estate Planning FINRA Issues New Alert for Estate Planning The Financial Industry Regulatory Authority (FINRA) issued a new alert regarding the transfer of brokerage accounts upon death. This report … July 17, 2015 2 MIN READ
Elder Law New LGBT Training for Elder Care Service Providers A recent study at the University of Miami found that nearly 75% of all elder care service providers reported having … July 17, 2015 2 MIN READ
Estate Planning Estate Planning for Singles Most of the estate planning tips and tricks revolve around plans for couples; however a single person’s estate plan is … July 15, 2015 2 MIN READ
Estate Planning Causes of B.B. King Estate Battle Riley B. King also known as famed blues musician B.B. King passed away on May 14 and left behind a … July 13, 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