Elder Law, Medicaid Planning Elder Law Estate Planning Misconceptions One of the most common and devastating misconceptions about elder law estate planning is that it is too late to … September 27, 2024 2 MIN READ
Newspaper Column Taking Back Control with a Living Trust In the fall of 1990, some thirty-four years ago, your writer first heard of the proposition that if you set … August 23, 2024 2 MIN READ
Estate Planning, Living Trusts, Second Marriage Planning Second Marriage Planning In second marriage planning a co-trustee is sometimes recommended on the death of the first spouse. While both spouses are … July 12, 2024 3 MIN READ
Aging, Senior Health Care Book Review: “SuperAging” by David Cravit and LarryWolf Subtitled “Getting Older Without Getting Old” this new book starts with the premise “…imagine bringing a whole lifetime of knowledge … June 26, 2024 2 MIN READ
Irrevocable Trust Medicaid Asset Protection Trust (MAPT) v. Life Estate Deed Clients often ask whether the home should be deeded to the client’s adult children while retaining a life estate in … May 3, 2024 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
Estate Planning, Healthcare Decisions Health Care Decision-Making For health care decision-making when a doctor determines you are unable to make medical decisions for yourself New York has … March 22, 2024 3 MIN READ
Estate Planning, Power of Attorney, Wills Planning for Those You Are Responsible For A client came in to see us for their follow-up consultation. The client shared that in between their two meetings … March 15, 2024 2 MIN READ
Aging Medical Aid in Dying (MAID) According to the New York State Bar Association “medical aid in dying is a medical practice that has been adopted … March 1, 2024 2 MIN READ
Long Term Care Planning, Trust Transfers/Gifts Health Care Proxy: What is Their Role in my Health Care Decisionmaking? End of life planning can be a very daunting task and is one many individuals do not want to face … June 6, 2016 2 MIN READ
Elder Law, Senior Financial Exploitation Stolen Home: Elderly Mother Claims Deed Conveyed to Son Via Fraud Most discussions of elder financial exploitation include accusations of unique scams targeted at trusting seniors. As we discussed last week … May 15, 2013 2 MIN READ
Newspaper Column The State Of Estate Taxes The current exemption from New York estate taxes is 5.93 million, indexed for inflation. For example, last year it was … September 30, 2025 2 MIN READ
