Estate Planning, Trusts New York Inheritance Issues in Second Marriages Proper Inheritance planning requires much more than simply filing in the blanks on standardized forms. That is why experienced New … October 3, 2011 2 MIN READ
Estate Planning, Living Trusts, Trustee Careful Consideration Required Before Selecting a Successor Trustee in Estate Plan Local residents usually take the time to craft a New York estate plan because they wish to prepare for disability … September 28, 2011 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning Advocates Call for Tighter New York Medicaid Rule Enforcement Last week state legislators proposed New York Medicaid changes which would eliminate the financial involvement of local county governments–a state … September 27, 2011 2 MIN READ
Estate Planning, Special Needs Trust Family Disagreement Over Special Needs Trust Leads to Court Battle A New York special needs trust is usually the premier method for local residents to provide a disabled child with … September 26, 2011 2 MIN READ
Asset Protection, Elder Law Medicaid Asset Protection Trust Is Important Tool for New York Seniors A Medicaid Asset Protection Trust (MAPT) is one of the best tools available for seniors who do not have long-term … September 19, 2011 2 MIN READ
Elder Law, Medicaid Planning Grandparents Day is Reminder of Importance of Long-term Care Planning While it slipped under the radar this year for many families the first Sunday after Labor Day is Grandparents Day. … September 15, 2011 2 MIN READ
Estate Planning, Trusts When Considering Inheritances Baby Boomers Fear Children’s Financial Acumen Professional inheritance planning continues to rise in popularity among all classes of society as more and more seniors reach retirement … September 15, 2011 2 MIN READ
Estate Planning Estate Planning for Disabled Heirs Last week the Wall Street Journal‘s “Family Values” blog discussed the often challenging estate planning issues faced by families who … September 14, 2011 2 MIN READ
Estate Planning, Wills Estate Planning Tips For Providing One Child a Larger Share of Inheritance There is often a default assumption that local parents wish to provide all of their children with equal shares of … September 12, 2011 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
Estate Planning Overcoming the Challenge of Undue Influence It’s not an uncommon story. In their final years or months a loved one decides to leave a large amount … December 7, 2020 2 MIN READ
Asset Protection, Estate Planning, Wills The Danger of Unrestricted Bequests and Gifts The Inheritance Left To University of New Hampshire By A Long Time Library Employee Was Spent In A Way That … October 11, 2016 2 MIN READ
