Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Caregiving, Elder Law Medicare for 60-Years Is Not Always the Best Deal President Biden as well as progressive Democrats have proposed lowering Medicare’s eligibility age to 60 to help older individuals obtain … July 19, 2021 2 MIN READ
Caregiving, Elder Law, Elder law estate planning Elderly with Functional Impairments at Higher Risk for Misuse of Prescription Drugs A recent study from the Centers for Disease Control and Prevention found that 22 percent of older adults in the … July 15, 2021 2 MIN READ
Asset Protection, Blended Families Estate Planning, Trustee Court Reverses Injunction against Co-Trustees In the recent Texas of Marshall v. Marshall a beneficiary initiated legal action against a trustee as well as five … July 13, 2021 2 MIN READ
Caregiving, Elder Law Gun Safety and the Elderly In the same ways that some elderly drivers prove dangerous behind the wheel firearms also prove dangerous in the hands … July 12, 2021 2 MIN READ
Estate Planning, Wills Utilizing Private Placement Life Insurance in Estate Planning As we proceed into 2021 and emerge from the COVID-19 pandemic many fundamental aspects of daily living have been challenged. … July 6, 2021 2 MIN READ
Estate Administration, Estate Planning After the Covid-19 Pandemic: Making Sure You Have the Critical Estate Planning Documents With the increasing availability of the COVID-19 vaccine and the rate of COVID deaths dropping in New York it’s a … July 2, 2021 2 MIN READ
Caregiving, Elder Law Advice on Using New York Trusts for Asset Protection When it comes to creating a trust to protect assets against various predatory efforts including financial elderly abuse lawsuits and … July 1, 2021 2 MIN READ
Caregiving, Elder Law A Quick Review of Medicare Changes in 2021 Many older individuals in the United States depend on Medicare to pay for health care needs. It can be challenging … June 27, 2021 3 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
Newspaper Column The Farmer’s Daughters A farmer came in to see us recently with this dilemma. He had a working farm where his twenty something … September 30, 2025 2 MIN READ
Elder Law Can I Get Kicked Out of My Assisted Living Home? A recent story out of Virginia recently received a great deal of national attention. An 83-year-old grandmother of five and … December 15, 2019 2 MIN READ
